BEST RATED » NOTTINGHAM » FINANCIAL SERVICES

3 Best Financial Services in Nottingham, UK

Expert recommended Top 3 Financial Services in Nottingham, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

RYLEY WEALTH MANAGEMENT LTD

1st Floor The Arc NG2 Business Park, Enterprise Way, Nottingham NG2 1EN DIRECTIONS

Since 1999

Here’s The Deal:
'Ryley Wealth Management Ltd' is a financial planning firm in Nottingham, England that incorporates all aspects of personal and corporate wealth management from savings, investment planning to mortgages and protection, retirement and estate planning. David Ryley is the chief executive officer of 'Ryley Wealth Management Ltd'. He manages, protects and grows their clients’ wealth throughout their lifetime and for generations to come. The team includes seven financial planners includes Mark Pennington, Will Diggins, Paul Waites, Jitesh Mistry, Tracy Yeomans, Nick Parkes and Samuel Woodings-Finch. The team develops longstanding relationships with their clients based on trust and understanding to give a truly holistic financial planning service tailored to the needs of each individual client.

SPECIALITY:
Investment, Retirement and Protection Planning, ISAs, Junior ISAs, Unit Trusts, Growth and Income Portfolios, Discretionary and Stockbroking Services, Offshore Investments, Investing for Income, Investment Bonds, Maximising Your Pension Fund, Self Invested Pension Plan, Inheritance Tax, Long Term Care, Protection & Later Life Planning

Registration 5436379

[email protected]

ryleywm.co.uk

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LTD

45 Loughborough Road, West Bridgford, Nottingham NG2 7LA DIRECTIONS

Since 1997

Here’s The Deal:
Cockburn Lucas Independent Financial Consulting Ltd has been providing reliable and trustworthy independent financial advice to companies, private clients, and family trusts since 1997. Mike Horseman is the managing director of the Cockburn Lucas Independent Financial Consulting, who is responsible for overall corporate strategy and development. Angus Shaw is the equity owner and director of the firm, and he has over 30 years of experience in the financial field. Their highly-qualified team pride itself in giving sound financial advice on areas such as retirement planning, business protection, inheritance tax planning, and individual and group pension schemes. They aim to design an investment strategy based on your personalised objectives, risk profile, aspirations, and tax circumstances. Cockburn Lucas Independent Financial Consulting Ltd offers approximately one-hour no-obligation meeting.

SPECIALITY:
Wealth Management, Financial Advisory, Protection, Retirement and Inheritance Tax Planning, Business Protection, Tax Advice, IHT Case Study, Individual Pension Schemes and Group Pension Schemes, Protection Explained, Will Writing & Long Term Care Case

£Price: INITIAL ADVICE FEE (TRANSACTIONAL):
First £100,000 invested - 3% Next £100,001 to £250,000 - 2%
£250,001 plus - 1%
Initial advice fee (Time-charged Fee) - £200 per hour
ONGOING SERVICE:

... More Prices INITIAL ADVICE FEE (TRANSACTIONAL):
First £100,000 invested - 3% Next £100,001 to £250,000 - 2%
£250,001 plus - 1%
Initial advice fee (Time-charged Fee) - £200 per hour
ONGOING SERVICE:
Portfolio value up to £500,000 - Up to 1.00%pa Portfolio value of £500,001 – £1m - Up to 0.75%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 to £250,000 - 2%
Portfolios of £250,001 plus - 1%

Registration 3365186

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cockburnlucas.co.uk

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Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

BALANCE: WEALTH PLANNING LIMITED

The Point, Loughborough Road, West Bridgford, Nottingham NG2 7QW DIRECTIONS

Since 2013

Here’s The Deal:
'Balance: Wealth Planning Limited' has award-winning holistic financial planning experts. Rebecca Aldridge is the managing director of 'Balance: Wealth Planning Limited'. She has been in the financial sector for over over 20 years. She works with clients to organise their wealth to have the best chance of meeting their objectives. She is a Chartered Financial Planner and Certified Financial Planner. The team has four financial planners named Krupesh Kotecha, Tina Winter, Caroline Keegan and Lindy Kroese. The team analyses your entire financial situation now and forecast what it will look like in the future. They tailor their service to suit you to give attentive service to clients with complex circumstances and requirements. They charge fixed, all-inclusive fees based on the complexity of what you need, not the amount you invest.

SPECIALITY:
Retirement and Inheritance Planning, Pensions, Investments or Savings, Investment & Building Your Financial Plan

New Model Adviser® Top 100 Financial Adviser firms in the UK for 2018, 2019, 2020 & 2021

Registration 08552799

[email protected]

balancewealth.uk

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: