Find an Independent or Restricted Financial Adviser

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

Charles Bailey has been providing financial advice for over 11 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

Offering a free initial meeting, we provide independent regulated advice on Investments, Pensions and Inheritance Tax Planning. We take the stress out of investing helping clients of all wealth levels.

Friendly, local, experienced Chartered Financial Planner who specialises in setting up specific strategies, aimed at supporting your financial future. Will collaborate with you to provide unbiased financial planning, in a clear and easy to understand way.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

We provide a free update & advice service to help you understand your plans.

Wealth management built around you - from one of the world's strongest banks.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.