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Contributor

74%

MATCH FOR YOU

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4.9out of 5

Gareth Reynolds

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% clients advised in each area  :

Investments

48%

Annuities

14%

Pensions

76%

Insurance & Protection

14%

Later life planning

7%
Our job is to make your complex arrangements are simple and your concerns eased. It is to ensure that you never run out of money and get to enjoy your... Read More
Serves clients with: Over £50k of investable assets or household income
Gareth's Average Client more

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

73%

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4.8out of 5

Thomas Dickson

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% clients advised in each area  :

Investments

88%

Annuities

29%

Mortgages

54%

Pensions

96%

Insurance & Protection

71%

Later life planning

8%
Essential Money is one of the leading IFAs specialising in providing financial advice for DENTISTS and is a member of the ASPD Association of Speciali... Read More
Serves clients with: Over £500k of investable assets or household income
Thomas's Average Client more

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

73%

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5.0out of 5

Natalia Lingiah

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% clients advised in each area  :

Investments

55%

Annuities

9%

Pensions

55%

Insurance & Protection

18%

Later life planning

18%
I am a Chartered Financial Planner with a degree in Economics. My principal focus is to assist my clients to make better, more informed financial dec... Read More
Serves clients with: Over £100k of investable assets or household income
Natalia's Average Client more

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

70%

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4.8out of 5

Luella Keeley

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% clients advised in each area  :

Investments

53%

Annuities

24%

Pensions

53%

Insurance & Protection

24%

Later life planning

18%
As well as being a Chartered Financial Planner with high level technical skills, I am one of only 30 or so Registered Life Planners in the UK who have... Read More
Serves clients with: Over £500k of investable assets or household income
Luella's Average Client more

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

69%

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4.7out of 5

Steve Read

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% clients advised in each area  :

Investments

67%

Annuities

20%

Pensions

60%

Insurance & Protection

20%

Later life planning

20%
As a Chartered Financial planner I have considerable experience in Pension & Investment Advice. For those close to retirement our Open Market Pensio... Read More
Serves clients with: Any level of wealth
Steve's Average Client more

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

66%

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5.0out of 5

Craig Burgess

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Services:  Investments & Savings
Blackstone Wealth Management are a provider of investment advice to a select group of clients in the UK. As a fee-only adviser, our judgement can conf... Read More
Serves clients with: Over £250k of investable assets or household income

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Can't find the right Walsall 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 Walsall.

Paul AdamsPaul Adams Wealth Management Ltd
Christopher MurphyCM Financial Planning
Sid MooreMG Financial Services (GB) Ltd
Frank ChambersDavid Martin Potter
Keith HyemCanham Associates Pension & Financial Consultants
Ashvin PatelWalsall Financial Services Ltd
Gary PorterActive Investment Services Ltd
Graham BrittonCrown Financial Management
Looking for a different Independent Financial Advisor (IFA) in Walsall? Search by name