Financial Advisers in the Midlands

Aylesbury, Buckinghamshire  -  Nick Barnes Wealth Management Ltd

What We Offer
Based in the heart of Buckinghamshire, we are a family-run, Wealth Management Practice, working with individuals, families, and businesses requiring a trusted source of financial advice. 

Why Nick Barnes Wealth Management?
We always aim to build positive, long-term relationships with our clients...


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Cheltenham, Gloucestershire  -  Warner Matthews Asset Management

We have been providing personalised advice to private and professional clients on tax planning and asset management, and on pension, investment and insurance products available in the market.


We have no ties to the providers of such products and, when we have agreed your financial objectives, will research the whole of the market in suitable products and make recommendations to you.


We offer a restricted advice service, which means we do not advise on Group Personal Pensions or Structured Products nor upon exotic and high-risk tax mitigation schemes. 


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Chesterfield, Derbyshire  -  Jones & Co Independent Financial Advice

We are a totally independent Whole of Market Financial Advice Company, which means that we are not owned or employed by any other firm.


Whether it’s the friendly face you meet on reception or the expert financial advice and services which we deliver daily, we continue to be recommended by our clients for these reasons.


We specialise in creating and overseeing bespoke portfolios for clients who engage with our services. We spend a great deal of time with our clients to help understand their needs and objectives.


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Derby, Derbyshire  -  Asquith Hart

As Independent Financial Advisers (IFA's), clients can benefit from our ability to offer advice on the broadest range of products and services. Whether it be investment advice, retirement planning, life assurance, inheritance tax planning or simply reducing costs.
The wealth of experience enables us to find the most suitable solution for our clients' needs.

We pride ourselves on personal home service and genuine long term relationships with our clients.

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Leicester, Leicestershire  -  Throgmorton Investment Management

Throgmorton is a firm of independent financial advisers who believe in providing clear, tailored financial solutions to meet individual needs and objectives.
We understand how important it is to make the most of your money and endeavour to make complex issues as simple as possible whilst ensuring our advice is fully independent.
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Matlock, Derbyshire  -  Croker's Financial Planning

Crokers Financial Planning is a firm of financial advisers based in Derbyshire, UK. Its principal, Kevin Croker, has been involved in giving financial advice since 1984 and has been an Independent Financial Adviser since 2000. 


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Oakham, Rutland  -  Smith Eliot Financial Management

Selecting an adviser to work with you to achieve your financial goals can be a daunting task. At Smith Eliot Financial Management Ltd we provide our clients with a transparent, bespoke and dedicated service to enable them to meet their financial objectives... 


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Oxford, Oxfordshire  -  Fox & Co Financial Management

Fox & Co Financial Management was established by David Hindley in 1994 with the sole intention of providing a highly personalised service for clients in Oxfordshire and the South of England. David originally trained to be a lawyer, before joining one of the UKs largest Insurance...


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Peterborough, Cambridgeshire  -  Westminster Wealth

Westminster Wealth Management LLP is a privately owned, independent financial advisory group, providing expert financial advice to a wide range of clients.  


We oversee more than £650 million of assets. Our clients stay with us because our team-based approach delivers a unique blend of specialist skills linking financial planning, tax efficient structuring and management of the underlying assets.


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Retford, Nottinghamshire  -  Octagon Financial Services

Octagon Financial Services Limited is a professional financial advice firm providing a full range of Protection, Investment, Retirement Planning and Mortgage Services to private individuals and small businesses across the UK...


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Shrewsbury, Shropshire  -  PD Financial Management

Carl Stacey aims to create an environment of friendly professionalism and transparency so you will feel comfortable talking about your plans, aims and objectives for both now and in the future, with a focus on building long lasting rewarding relationships.
Whether you are starting your financial journey, or have accumulated significant wealth already, he will provide the same level of care and attention to detail.
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Sutton Coldfield, West Midlands  -  Gemini Professional Financial Group

Gemini Wealth Management, part of the Gemini Professional Financial Group, was established in late 2006 to bring together the combined experience of 5 well respected IFAs.


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