Let us find the Best Financial Advisor for your Needs and Situation.
At Ryley Wealth Management Limited, we do not provide off the shelf (or off the Web) solutions, but offer you a single, trusted relationship to meet all your financial needs whether they be business orientated or of a more personal nature. Specialists in corporate and private client wealth management.
We have developed a wide range of expertise and knowledge, which has helped individuals, sports professionals and businesses. We look after SMEs right up to large multi-national businesses, which includes personally looking after the senior executives within those companies, whether private or public quoted companies. Our expertise and the distinctive quality of service is backed up by the highly regarded St. James’s Place Wealth Management Group.
St. James’s Place Wealth Management recognises that no single investment house has a monopoly on investment expertise, and St. James’s Place do not employ in-house investment managers. Instead we carefully select a number of external managers of outstanding ability to manage our range of funds.
As we live longer, planning for 100-year lifetimes could become crucial in helping to secure financial wellbeing in a world worth living in. We recognise that everyone’s financial journey is different, that is why our approach to financial and investment planning is based on individual goals.
Services
Office
1st Floor The Arc NG2 Business Park, Enterprise Way, Nottingham NG2 1EN, United Kingdom
Cockburn Lucas Independent Financial Consulting Ltd
Cockburn Lucas was established in 1997 with the aim of providing individuals and businesses across the East Midlands with high-quality, reliable and fully independent financial planning advice.
Our Financial Planning service is very much relationship-based, meaning that we are with you every step of the way in helping you to manage your finances through the various stages of your life.
We truly believe that good financial planning is about more than simply making you money; it is about guiding you through any changes in your circumstances – whether that is getting married, having children, a divorce, an illness or a bereavement – and helping to make your financial ‘journey’ as smooth as possible.
With over 150 years of combined experience, our expert team of Financial Planners can provide advice in the areas of investments, retirement & pensions, financial protection, estate planning, tax planning and business planning.
So, whether your financial goal is to build a nest egg for your family, ensure that you have enough savings for a comfortable retirement or to pass on as much of your wealth as possible to your family, we can help you build a robust long-term financial plan to ensure you get the outcome you desire.
Services
Office
45 Loughborough Rd, West Bridgford, Nottingham NG2 7LA, United Kingdom
Contact: Cockburn Lucas Independent Financial Consulting Ltd
Buttercross Financial Planning Nottingham
Based in Nottingham and Bingham, we provide holistic financial advice to individuals and businesses in and around the East Midlands. Our advice is tailored to meet your personal and/or business objectives.
Buttercross Financial Planning was established when Adrian Wright joined St. James’s Place Wealth Management in 2011. Prior to this, the Practice was operating as an IFA for nine years. With offices in Nottingham and Bingham, Buttercross Financial Planning are able to provide advice to clients across the East Midlands.
We have committed to ensuring that our industry knowledge remains relevant and current by placing strong emphasis on our personal development. This, along with the pride and dedication that Buttercross Financial Planning places on developing solid personal relationships with our clients, ensures that we are able to offer a rounded, professional and principled service.
As we live longer, planning for 100-year lifetimes could become crucial in helping to secure financial wellbeing in a world worth living in. We recognise that everyone’s financial journey is different, that is why our approach to financial and investment planning is based on individual goals.
Services
Office
7 Castle Quay, Nottingham NG7 1DG, United Kingdom
Unsurprisingly, most people do not like the risk of making a loss. Whilst the perfect investment would provide high returns with no risk, clients need to understand that whilst their aversion to risk is reasonable, investment planning inevitably involves managing risk rather than avoiding it altogether. One of our main roles is to reduce risks that you may not be aware of.
There are so many firms that provide financial advice that it is hard to distinguish one firm from another at first sight. But choosing a financial adviser for Pension Advice or Investment Advice can be one of the most important decisions in your life and so you should really do your research carefully and be sure about who you want to work with.
If you are looking for financial advice we are always happy to answer any questions, discuss in some detail and show you what our advice process looks like and how we can bring real value to your financial aims and objectives without any obligation.
Services
PERSONAL PENSIONS
Whether you are just beginning or approaching the end of your working life, Veracity Financial Planning can help you plan for your retirement.
BUSINESS PENSIONS
If you run an SME you need to keep focused on your customers and your industry. However, it is important to look after your employees and help them save for their retirement.
MORTGAGES
Your mortgage is one of the biggest financial decisions you will make, so selecting the right mortgage to finance the purchase or remortgage of your home is essential.
INVESTMENTS
Making investment decisions to ensure that you make the best possible returns whilst ensuring those decisions are both sensible and secure is the realm of a financial adviser, together with regular updates, administration and reporting.
TRUSTS & INHERITANCE
In the event of your death, you would want to maximise the value of the estate that passes to your loved ones.
Office
2b Thackeray’s Ln, Woodthorpe, Nottingham NG5 4HP, United Kingdom
Hanbury Financial Planning LTD
Hanbury Financial Planning has provided clear financial advice to clients across Nottingham, Derby and Leicester since 2016. As well as serving the East Midlands, our Director, Chris Hanbury, also works with a number of professional and private clients in London and the South East.
Our aim is not just to manage your wealth but to help you understand all your options and make your money work for you. Your home may be repossessed if you do not keep up repayments on your mortgage.
As we live longer, planning for 100-year lifetimes could become crucial in helping to secure financial wellbeing in a world worth living in. We recognise that everyone’s financial journey is different, that is why our approach to financial and investment planning is based on individual goals.
St. James’s Place Wealth Management recognises that no single investment house has a monopoly on investment expertise, and St. James’s Place do not employ in-house investment managers. Instead we carefully select a number of external managers of outstanding ability to manage our range of funds.
Services
Office
3a Derby Terrace, Derby Rd, Nottingham NG7 1ND, United Kingdom
As your local mortgage advisors in Nottingham, we’ll provide you with clear, honest, and jargon-free mortgage advice. For us, giving our clients the best possible outcome gives us the ultimate satisfaction. Our clients are at the heart of everything we do, so whether it’s answering your calls after office hours, or decoding a wordy mortgage deal, we’re here to help.
We can give you free mortgage advice in Nottingham to home buyers & landlords. Where other independent mortgage advisors in Nottingham have failed to find solutions for clients, we’ve stepped up and delivered. Our 5-star reviews are a testament to the passion for customer service we have and our willingness to go the extra mile for our clients in Nottingham and all around the UK.
No matter what type of mortgage you need, our specialist local mortgage advisers will help you to get the right mortgage and the right rate. We can give you free mortgage advice, whether you’re a first-time buyer, home mover, landlord, self-employed, raising capital, or looking for a professional mortgage. Our Nottingham mortgage brokers will help to get you the best mortgage offer and give you unrivaled mortgage advice.
Protection and insurance provides support if you’re critically ill and unable to work or worse, and they cover your home and possessions in the event of fire, flood, or criminal activity. We always make sure every customer is properly protected against what life can throw at them.
Services
Office
58 Talbot St Nottingham NG1 5GL
Riverfall Financial was created to be a new generation financial planning firm. Now more than ever, this means putting your life at the heart of your financial journey, not just your money. In doing so, we help people change their lives for the better.
From the client who has just been told that she has only months left to live and needs to sort out her affairs before it is too late, to the couple who can now retire sooner than they thought, what we do makes a difference and it’s not a responsibility we take lightly .
We only hire people who we can trust, with an attention to detail, who work creatively and positively, supporting each other within the team. We then add years of experience and a broad range of technical expertise to ensure that we deliver a brilliant experience for you.
We offer competitive pricing for the level of expertise we provide to all our clients.
The various ways in which we can calculate and charge fees are all described in our easy to read Terms of Business document which we will talk you through at our first meeting. Any fee is agreed in advance and in writing before we commence any work on your behalf.
Services
Office
The Landmark, Tudor Square, West Bridgford, Nottingham NG2 6BT, United Kingdom
Balance: Wealth Planning Limited, award winning financial planning experts
Our financial planners in Nottingham and Derby can work with you to establish what you want to achieve now and for the rest of your life, discussing your worries and priorities along the way. We analyse your entire financial situation now and forecast what it will look like in the future.
Then we design a clear plan, including advice about investments, minimising tax, and planning for the unexpected. All of which gives you the best chance of comfortably doing everything you wanted.
Our goals-based and holistic financial planning approach means we can answer important questions. That includes knowing when you will be financially independent, when you can afford to retire, if you can support your family financially, or if your planned lifestyle is sustainable. This way of working has earned us a place in the New Model Adviser® Top 100 Financial Adviser firms in the UK for 2018, 2019 & 2020.
Our values can also be clearly seen in our team, who are supported to continually grow and develop professionally and have the flexibility to work in a way that suits them and fits with their other commitments, striking a positive balance in their own lives.
Services
Office
The Point, Loughborough Rd, West Bridgford, Nottingham NG2 7QW, United Kingdom
Contact: Balance: Wealth Planning Limited, award winning financial planning experts
Millbank Financial Solutions Ltd
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. 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’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
The team at Millbank Financial Solutions has many years’ experience providing practical financial planning advice to people, families and businesses in Nottingham and the surrounding area.
We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting our clients at the heart of everything we do and to developing long-term relationships. This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs.
At Millbank Financial Solutions, we pride ourselves on our friendly and approachable nature, and on playing an integral part of the local community.
Services
Office
12 Millbank Pl, Bestwood Village, Nottingham NG6 8EF, United Kingdom
ince being established in 2003, we have grown into a team of fully qualified and highly experienced individuals who can offer you access to a broad spread of financial solutions and access to our professional contacts for additional services such as will writing and accountancy.
Our relationship-based advice service means that we are committed to helping you to manage your finances in a way that reflects your personal circumstances. Putting you firmly at the centre of everything we do is core to our culture and enables us to run a genuinely client- focused business.
If we do this well, we believe that our relationship will be a long lasting one. We want your experience of Red IFA to be positive in every sense and for all of your dealings with us to meet with your complete satisfaction.
Expert investment advice to keep you on track to achieve your financial goals. Whether you are looking to invest for income or growth, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial objectives.
Services
Office
Business Park G3, Ash Tree Ct, Nottingham NG8 6PY, United Kingdom
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