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Investment & Wealth Managers in London

02036 060 159 Send Enquiry

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Frederick Plugge - Investment & Wealth Manager | London

Frederick Plugge

Blackfin Independent Wealth LLP - Independant Financial Adviser Investment & Wealth Manager
Expertise:
  • Inheritance Tax Planning
  • Income Protection
  • family protection
  • ISA's
  • investment planning
  • Wealth Management
  • Pensions
  • Investment
  • Pension Transfers
  • VCT & EIS
  • Pensions on Divorce
  • Risk and Compliance
  • Corporate & personal taxation
  • tax
  • Tax Allowances
  • Tax and Accounting
  • HMRC
  • Pension Advice
  • Pension contribution
  • Trusts & Estate Planning
  • Trust Planning
  • Cash flow modelling
  • Retirement
  • Retirement Plans
  • Retirement & Pension Planning
  • Retirement Advice
  • Family Business
  • Family Business Advice
  • Financial Services
  • Financial Advice
  • Saving money
  • ISA contributions
  • ISA investments
  • ISAs
  • ISA
  • Business & Personal Tax
  • vct (venture capital trusts)
  • Investment Planning
  • Investment Growth
  • Postings (2)
Steven Walsh - Investment & Wealth Manager | London

Steven Walsh

Fairstone Group Ltd - Independent Financial Adviser Investment & Wealth Manager
Expertise:
  • Inheritance Tax Planning
  • Income Protection
  • investment planning
  • family protection
  • Investment
  • Wealth Management
  • Pensions
  • Pension Transfers
  • Pensions on Divorce
  • ISA investments
  • VCT & EIS
  • Critical illness cover
  • SIPP/SSAS
  • Cash flow modelling
  • Whole of life policies
  • Whole of market
  • Keyperson Insurance
  • Trust Planning
  • Estate planning
  • Relevant Life Insurance
  • shareholder protection
  • Investment Bonds
  • Pension Consolidation
  • Business Protection Insurance
  • Drawdown
  • Postings (3)
Dasa Medvecka - Investment & Wealth Manager | London

Dasa Medvecka

Quilter Financial Advisers - Chartered Financial Planner Investment & Wealth Manager
Expertise:
  • Pension Advice
  • Inheritance Tax Planning
  • Investment Planning
  • Tax Planning
  • Equity Release
  • Long Term Care planning
  • Mortgage & Protection Advice
  • Trusts & Estate Planning
  • Postings (5)
Stacey Morris - Investment & Wealth Manager | London

Stacey Morris

Blackfin Independent Wealth LLP - Director Investment & Wealth Manager
Expertise:
  • Inheritance Tax Planning
  • Income Protection
  • ISA's
  • investment planning
  • Wealth Management
  • Pensions
  • Investment
  • Pension Transfers
  • Pensions on Divorce
  • Risk and Compliance
  • Corporate & personal taxation
  • tax
  • Tax Allowances
  • Tax and Accounting
  • HMRC
  • Pension Advice
  • Pension contribution
  • Trusts & Estate Planning
  • Trust Planning
  • Cash flow modelling
  • Retirement
  • Retirement Plans
  • Retirement & Pension Planning
  • Retirement Advice
  • Family Business
  • Family Business Advice
  • Financal services
  • Finacial advice
  • Final Salary Pension Transfers
  • Saving money for businesses
  • Saving money
  • ISA contributions
  • ISA investments
  • ISAs
  • ISA
  • Business & Personal Tax
  • vct (venture capital trusts)
  • VCT & EIS
  • SEIS Share Schemes
  • Women empowerment
  • Postings (7)
Ian Rex-Hawkes - Investment & Wealth Manager | London

Ian Rex-Hawkes

Aegis Financial Consulting - Owner Investment & Wealth Manager
Expertise:
  • Inheritance Tax Planning
  • Inheritance Tax Stratagies
  • Wealth Management
  • Financial Planning
  • Financial Advice
  • Investment Planning
  • Investment Advice
  • Pension Advice
  • Pension advice & transfers
  • Pension Claims from Divorce
  • Pensions on Divorce
  • Pension Transfers
  • Pension contribution
  • annuity purchase
  • pension income
  • ISA
  • ISA investments
  • ISA contributions
  • Life Assurance
  • Life Insurance
  • Critical illness cover
  • Income Protection
  • Key Person Protection
  • shareholder protection
  • Postings (2)
Michael Hayes - Investment & Wealth Manager | London

Michael Hayes

Hayes Financial Planning Limited - Owner Investment & Wealth Manager
Expertise:
  • Inheritance Tax Planning
  • Wealth Management
  • Mortgage & Protection Advice
  • Pension Transfers
  • Pensions
  • Investment
  • Pensions on Divorce
  • ISA's
  • Testimonials (12)
  • Postings (3)
Anish Patel - Investment & Wealth Manager | London

Anish Patel

Anish Patel Wealth Management - Director Investment & Wealth Manager
Expertise:
  • Wealth Management
  • Pensions
  • family protection
  • Pension Transfers
  • Pensions on Divorce
  • investment planning
  • ISA's
  • Investment
  • Income Protection
  • Inheritance Tax Planning
  • Protection and Insurance
  • Insurance
  • Trusts & Estate Planning
  • Commercial lending
Kostas Stylios LLB LLM CeMAP DipFA - Investment & Wealth Manager | London

Kostas Stylios LLB LLM CeMAP DipFA

Creative Financial Management - Financial & Mortgage Adviser Investment & Wealth Manager
Expertise:
  • Tax Efficient Investments
  • Finance
  • Pension Advice
  • ISAs
  • Protecting your family
  • Inheritance Tax Planning
Justin Gorham - Investment & Wealth Manager | London

Justin Gorham

Life Planning Ltd - Managing Director & Chartered Private Wealth Planner Investment & Wealth Manager
Expertise:
  • Retirement Planning
  • Wealth Management
  • investment planning
  • Pensions on Divorce
  • ISA's
  • Pensions
  • Inheritance Tax Planning
  • family protection
  • Postings (8)
Phil Waddell - Investment & Wealth Manager | London

Phil Waddell

Clarence Place Wealth Management - Financial Planner Investment & Wealth Manager
Expertise:
  • Pension advice & transfers
  • Investment Advice
  • ISA
  • Inheritance Tax Planning
  • VCT & EIS
  • protecting your assets
  • Protecting your business
  • Protecting your family
  • Protecting Your Livelihood
  • Tax and Tax Planning
  • Financial Planning
  • Cash Flow Forecasting
  • Postings (2)
Adil Suhail, DipFA - Investment & Wealth Manager | London

Adil Suhail, DipFA

Southover Wealth - Financial Planner Investment & Wealth Manager
Expertise:
  • Inheritance Tax Planning
  • Wealth Management
  • Income Protection
  • family protection
  • Pension Transfers
  • investment planning
  • Pensions on Divorce
  • ISA's
  • Investment
  • Trusts & Estate Planning
  • Business & Personal Tax
  • Retirement & Pension Planning
  • Testimonials (1)
David S Shepherd - Investment & Wealth Manager | London

David S Shepherd

Morrison Wealth Management Ltd - Financial Planner/ Wealth Manager Investment & Wealth Manager
Expertise:
  • Wealth Management
  • Inheritance Tax Planning
  • investment planning
  • ISA's
  • Pensions
  • Investment
  • family protection
  • Pension Transfers
  • Income Generation
  • Trusts
  • Pension Consolidation
  • School planning
  • Mortgage & Protection Advice
  • Postings (13)

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Ben Chapman - Investment & Wealth Manager

Ben Chapman

Ben Chapman Wealth Management - Chartered Financial Planner Investment & Wealth Manager
Expertise:
  • Wealth Management
  • Retirement Planning
  • Investment Planning
  • Inheritance Tax Planning
  • Protection
  • Cash flow modelling
  • Pensions
  • ISAs
  • intergenerational planning
  • Income Protection
  • Retirement & Pension Planning
  • Cash Flow Planning
  • Unit trusts
  • Estate tax planning
  • Investment Bonds
  • Life & Medical Insurance
  • Financial Advice
  • Wealth Preservation and Growth
  • Retirement Options
  • income tax
  • Financial Adviser
  • Postings (39)
Ben Hayward - Investment & Wealth Manager

Ben Hayward

Eight Wealth Management - Wealth Management Consultant Investment & Wealth Manager
Expertise:
  • Pensions
  • Pension Transfers
  • family protection
  • Inheritance Tax Planning
  • ISA's
  • investment planning
  • Wealth Management
  • Income Protection
  • Postings (1)
James Wilson - Investment & Wealth Manager

James Wilson

Financial Lifestyle Management - Adviser Investment & Wealth Manager
Expertise:
  • Wealth Management
  • Tax Planning
  • Pension Planning
  • Pensions for Directors
  • Investment
  • VCT & EIS
  • Corporate Investment
  • Inheritance Tax Planning
  • Pension Transfers
  • Postings (7)
William Voegt - Investment & Wealth Manager

William Voegt

Liongate Wealth - Owner Investment & Wealth Manager
Expertise:
  • family protection
  • Pensions
  • ISA's
  • Investment
  • Wealth Management
  • Pensions on Divorce
  • Income Protection
  • Inheritance Tax Planning
  • Pension Transfers
  • investment planning
  • Wills
  • Wills
  • Trusts and Inheritance
Dev Makrani - Investment & Wealth Manager

Dev Makrani

Praxis Wealth - Independent Financial Adviser Investment & Wealth Manager
Expertise:
  • Pensions
  • Pension Transfers
  • family protection
  • Income Protection
  • Wealth Management
  • investment planning
  • Investment
  • Inheritance Tax Planning
  • ISA's
  • Pensions on Divorce
Branavan Rajakumar - Investment & Wealth Manager

Branavan Rajakumar

Wealthmax Financial Advisers ltd - Protection Consultant Investment & Wealth Manager
Expertise:
  • Wealth Management
  • Inheritance Tax Planning
  • Income Protection
  • family protection
  • Critical Illness Insurance
  • Pensions
  • Investment
  • Life Assurance
  • Private Medical Insurance
  • Wills and Estate Planning
  • Business Protection
  • Commercial lending
  • Financal services
  • Financial Planning
Sanjay Pindolia - Investment & Wealth Manager

Sanjay Pindolia

Southover Wealth - Financial Planner Investment & Wealth Manager
Expertise:
  • Wealth Management
  • Pensions
  • Investment
  • ISA's
  • Pension Auto Enrolment
  • Pension Planning
  • pension review
  • Investment Planning
  • Investment Advice
  • Financial Advice
  • Financial Planning
  • Business Owner
  • Inheritance Tax Planning
  • Profit Extraction Strategies
  • Life & Medical Insurance
  • Employee Benefits
  • Death in work insurance
  • Income Protection
  • Critical illness cover
  • shareholder protection
  • Keyperson
  • ISA
  • Capital Gains Tax
  • Portfolio Management
  • family protection
Laura Pearson APFS Certs CII (MP ER) - Investment & Wealth Manager

Laura Pearson APFS Certs CII (MP ER)

Storeton Rose Financial Planning - Chartered Financial Planner Investment & Wealth Manager
Expertise:
  • Wealth Management
  • Inheritance Tax Planning
  • Income Protection
  • Pensions
  • Pension Transfers
  • investment planning
  • ISA's
  • Investment
  • family protection
  • Mortgage
William Martin - Investment & Wealth Manager

William Martin

Southover Wealth - Managing Director Investment & Wealth Manager
Expertise:
  • Pension Auto Enrolment
  • Pension Consolidation
  • Pension Planning
  • pension review
  • Investment Planning
  • Investment Advice
  • INvestment management
  • Financial Advice
  • Financial Planning
  • Business Owner
  • Inheritance Tax Planning
  • Profit Extraction Strategies
  • Life & Medical Insurance
  • Employee Benefits
  • Death in work insurance
  • Income Protection
  • Critical illness cover
  • shareholder protection
  • Keyperson
  • ISA
  • Capital Gains Tax
  • Portfolio Management
  • Wealth Management
  • Pensions on Divorce
  • family protection

Danny Szabo

Oxford Capital - Manager Investment & Wealth Manager
Expertise:
  • Investment
  • enterprise investment schemes
  • Inheritance Tax Planning
  • vct (venture capital trusts)
  • investment planning

James Elliott

St James's Place Wealth Management - Wealth Manager Investment & Wealth Manager
Expertise:
  • Wealth Management
  • Financial Planning
  • tax advice
  • Investment
  • Pension
  • Pension Auto Enrolment
  • Pension Planning
  • Pension Transfers
  • Retirement Planning
  • Protection
  • Inheritance Tax Planning

Nick James

St. James's place - Wealth Manager Investment & Wealth Manager
Expertise:
  • Pensions
  • Pension Transfers
  • Investment
  • Inheritance Tax Planning
  • ISA's
  • investment planning
  • family protection
  • Wealth Management
  • Income Protection

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