Narrow your Search:

Results sorted by Best Match    Sort by: Distance  Review Volume
> Stevenage
Contributor

60%

MATCH FOR YOU

Refine your search to see better matches

5.0out of 5

Michael Smith

More Info
% clients advised in each area  :

Investments

100%

Pensions

92%
We act as Personal Finance Directors and Investment Experts for Executives and Professionals, helping them to plan and manage their wealth for the lon... Read More
Serves clients with: Over £250k of investable assets or household income
Contributor

59%

MATCH FOR YOU

Refine your search to see better matches

Shane Bingley

More Info
Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Offshore investing, Saving for children, Annuities
I joined Wagstaffs in 2011, following 20 years within the financial sector. I work with clients advising on risk management, retirement planning, tru... Read More
Serves clients with: Over £100k of investable assets or household income
Contributor

56%

MATCH FOR YOU

Refine your search to see better matches

4.9out of 5

Marcus Dollimore

More Info
% clients advised in each area  :

Investments

92%

Annuities

15%

Pensions

52%

Insurance & Protection

13%

Later life planning

4%
Financial planning is about building long-term relationships. My aim is to enable clients to understand their finances and provide peace of mind aroun... Read More
Serves clients with: Over £100k of investable assets or household income
Marcus's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

55%

MATCH FOR YOU

Refine your search to see better matches

4.7out of 5

Julian Gilbert

More Info
% clients advised in each area  :

Investments

88%

Annuities

15%

Pensions

100%

Insurance & Protection

50%

Later life planning

12%
I am an Independent Financial Planner and Director of Wealth Matters Ltd, a financial planning firm located in Harpenden. We specialise in working wit... Read More
Serves clients with: Over £250k of investable assets or household income
Julian's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Certified Financial Planner
Contributor

53%

MATCH FOR YOU

Refine your search to see better matches

4.8out of 5

Nick Evans

More Info
% clients advised in each area  :

Investments

50%

Annuities

6%

Pensions

56%

Insurance & Protection

38%
We are an award winning small firm offering independent financial advice on pensions, investments and inheritance tax.We understand that whilst money ... Read More
Serves clients with: Over £50k of investable assets or household income
Nick's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

52%

MATCH FOR YOU

Refine your search to see better matches

4.7out of 5

Paul Cleworth

More Info
% clients advised in each area  :

Investments

94%

Annuities

21%

Pensions

97%

Insurance & Protection

56%

Later life planning

9%
I am an Independent Financial Planner and Director of Wealth Matters Ltd, a boutique financial planning firm located in Luton & Harpenden. We speciali... Read More
Serves clients with: Over £250k of investable assets or household income
Paul's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years

Latest client reviews of Stevenage IFAs

Does not pressurise you into making quick decisions, lets you sum up the pros and cons of the variou.... of the stock market and during my yearly review he always updates me of any relevant developments.    Read More
Terence
Colin has been my Financial Advisor since October 2011. Since that time I can truthfully say that he....ny questions you may have via telephone or email. I have no hesitation in recommending his services.   Read More
Neil Collins

Can't find the right Stevenage IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Stevenage.

Susan WadeSWCO Financial Planning Limited
George GrovesThe First Choice Insurance Consultants
John MaynardPictons Financial Limited
Chris StockdaleRichmond House Investment Services Limited
Peter MurphyRichmond House Financial Services Limited
Paul CollinsCollins Financial Consultants Ltd
Neil BakerMillennium Wealth Management Ltd
Richard BlackshawLessTax2Pay (Financial Services) Ltd
Looking for a different Independent Financial Advisor (IFA) in Stevenage? Search by name