Here’s The Deal:
Ryley Wealth Management is one of the leading financial planning firms in Nottingham. David Ryley, the firm's chief executive officer, has been a successful financial planner and business owner for over 20 years. At Ryley Wealth Management, the team offers expert financial planning tailored to each individual. They build lasting relationships with clients, working together to achieve your financial goals, whether in business or personal life. They pride themselves on being open, approachable, down-to-earth, and jargon-free. As a friendly face in a complex industry, they excel at guiding clients through the financial landscape. Their extensive experience is supported by the resources of St. James's Place Group, enabling them to provide robust, versatile, and dynamic advice on all financial concerns.
3 Best Financial Services in Nottingham, UK
Expert recommended Top 3 Financial Services in Nottingham, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!
COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LTD
Since 1997
Here’s The Deal:
Cockburn Lucas Independent Financial Consulting Ltd is a financial planning firm in Nottingham. Mike Horseman, the managing director, brings over 30 years of extensive experience in the financial services sector and has built strong connections with leading industry figures and fund managers. With over 150 years of combined experience, the expert team at Cockburn Lucas can provide advice on investments, retirement and pensions, financial protection, estate planning, tax planning, and business planning. Their financial planning service is relationship-based, meaning they support you every step of the way as you manage your finances through various stages of life.
Speciality:
£Price:
First £100,000 Invested: 3%
Next £100,001 – £250,000: 2%
£250,001 Plus: 1%
Ongoing Service Fees
Portfolio Value up To £500,000: Up To 1.00%pa
Portfolio Value of £1m Plus: Up To 0.50%pa
Portfolio Reviews and Fund Switches
Portfolios up To £100,000: 3%
Portfolios Between £100,001 – £250,000: 2%
Portfolios of £250,001 Plus: 1%
Contact:
Working Hours:
Sat: 9am - 4pm
Sun: Closed
TBR® Inspection Report:
RIVERFALL FINANCIAL LTD
Since 2014
Here’s The Deal:
Riverfall Financial Ltd is a top-notch financial planning firm in Nottingham. Jessica McGowan serves as the managing director and financial planner of the firm. Riverfall Financial was established as a new generation of financial planning firms focusing on placing your life at the centre of your financial journey, not just your money. By doing so, they aim to help people improve their lives. They hire only trustworthy individuals with attention to detail who work creatively and positively, supporting each other within the team. Combined with years of experience and a broad range of technical expertise, they strive to deliver an exceptional experience for their clients. They offer a free initial meeting to new clients.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed