Find an Independent or Restricted Financial Adviser

CHW Wealth Management Limited have combined over 30 years experience in financial services. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to their financial issues.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

Kathryn Jumabhoy has been providing financial advice for over 12 years. She provides broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

Financial Solutions NI is a family owned and managed independent practice helping clients across Northern Ireland. We offer unbiased independent investment advice and strategic financial planning solutions to individuals, trustees and business owners.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Established since 1999, with over £50 million funds under management. Directly Authorised, Whole of Market Independent Advice.

Sensible, independent, and unbiased financial planning that empowers you to make informed decisions. Experts in Pensions, Investments, Trusts, Inheritance Tax Mitigation, and Private Client work.

Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

A dedicated Independent Financial Adviser who places his clients’ interests at the centre of every decision. James believes that truly valuable advice begins with a clear understanding of both your current circumstances and future aspirations.

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.