It's not just about which investment fund performs the best or which bank is paying the highest interest rate it's ultimately about putting some context to your money and identifying whether it is sufficient for you to live the life you want.
We appreciate that many people struggle to articulate what they want from life, or even write down a few possibilities
Darren Bentham —
After an initial meeting where we discussed my existing pensions and investments, Debbie offered me advice on how best to
A regular expert commentator in the national and financial press, David previously graduated from Queen's University, Belfast with a law degree, before joining the family firm in 2001.
Since then, he's continued to develop his professional skills, obtaining both Certified Financial Planner - globally recognised as the symbol of excellence in the financial
Karyn Montgomery —
As first time investors my husband and I wanted to "get it right". We had met with a few financial advisors to assess our
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0161 969 2646
Holborn UK is part of a global financial services company, offering advice to UK residents & returning expats. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We will discuss the plan with you and agree the course of
Ruchika Kalra —
Save your money, keep it anywhere but do not trust these guys to manage it for you. They change their advisors, don't reply
Whether you're saving for retirement, ready to start spending it or considering your options for the next step. We're here to arm you with the right information and equip you for the future. Planning ahead gives your plans a much better chance of materialising. Take a little time to consider your options with our straight-talking articles and insights
If you sit and ponder for any length of time, with the possible exception of your own health, most people would consider their relationships with their close family and friends to be the most valuable part of their lives. People often have careers devoted to helping other people solve problems and lead better lives.
We witness it with clients where
Our adviser Harriet is one of the country's leading specialists in Equity release and lifetime mortgages, providing services not just to clients but to many financial advisers across the country. In today's challenging financial environment where families at both ends of the age spectrum are finding it tough, her expert knowledge in Equity Release
We are specialist equity release mortgage brokers who compare equity release products to find the most suitable plan for your needs. All the information needed to allow clients to compare equity release plans and make an informed decision. We prefer to meet our clients in person allowing us to guide you through, and take care of, all the paperwork involved
Whether your aim is to be financially well organised, you are looking to retire or are already financially independent, we can provide support to help you maintain your lifestyle and safeguard your future. As a business owner we can support you through the growth of your business, help construct your exit strategy or succession plan and help you achieve
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