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0333 002 0152 Send Enquiry
David S Shepherd
David S Shepherd Morrison Wealth Management Ltd - Financial Planner/ Wealth Manager Investment & Wealth Manager
Expertise:
  • Wealth Management
  • Inheritance Tax Planning
  • investment planning
  • ISA's
  • Pensions
  • Investment
  • family protection
  • Pension Transfers
  • Income Generation
  • Trusts
  • Pension Consolidation
  • School planning
  • Mortgage & Protection Advice
  • Postings (13)
Callum Healey
Callum Healey McMillan Wealth Consultants - McMillan Wealth Consultants Limited, Partner Practice of St. James's Place Investment & Wealth Manager
Expertise:
  • Pension Planning
  • Invesment Planning
  • Wealth Management
  • Pensions for Directors
  • tax advice
  • Critical Illness Insurance
  • ISA
  • Investment Bonds
  • Pension Consolidation
  • Pension Advice
  • Protection and Insurance
  • Wealth Preservation and Growth
  • Pension
  • Investment
  • Mortgage
  • Life cover
  • Critical illness cover
  • Inheritance
  • Testimonials (2)
Ben Williams
Ben Williams Ben Williams Financial Planning - Principal Partner Investment & Wealth Manager
Expertise:
  • Specialist Insurance
  • Financial protection
  • Health Insurance
  • Life & Medical Insurance
  • Mortgage & Protection Advice
  • Mortgage Advice
  • Managing Cash and Borrowings
  • Investments
  • Retirements
  • Trusts & Estate Planning
  • Pensions on Divorce
  • Pension Consolidation
  • Pension advice & transfers
  • Pension Advice
  • Retirement & Pension Planning
  • Investment Planning
  • intergenerational planning
  • Inheritance Tax Planning
  • Inheritance Tax IHT
  • Wealth Preservation and Growth
  • Wealth Management
  • Financial Advice
  • Financial Adviser
William Martin
William Martin Southover Wealth - Managing Director Investment & Wealth Manager
Expertise:
  • Pension Auto Enrolment
  • Pension Consolidation
  • Pension Planning
  • pension review
  • Investment Planning
  • Investment Advice
  • INvestment management
  • Financial Advice
  • Financial Planning
  • Business Owner
  • Inheritance Tax Planning
  • Profit Extraction Strategies
  • Life & Medical Insurance
  • Employee Benefits
  • Death in work insurance
  • Income Protection
  • Critical illness cover
  • shareholder protection
  • Keyperson
  • ISA
  • Capital Gains Tax
  • Portfolio Management
  • Wealth Management
  • Pensions on Divorce
  • family protection
Neilesh Desai
Neilesh Desai SKR Wealth Management Ltd (Associate Partner Practice of St. James's Place Wealth Management) - SKR Wealth Management Ltd, Director Investment & Wealth Manager
Expertise:
  • Pension Transfers
  • Pension Consolidation
  • Pensions
  • Pension Advice
  • Invesment Planning
  • Wealth Management
  • Protection
  • Inheritance Tax Planning
  • Legacy and Succession Planning
  • Life and Health Protection
  • Critical Illness Insurance
  • Income Protection
  • Mortgage & Protection Advice
  • ISA
  • Unit trusts
  • Pensions on Divorce
Betul Cuninghame
Betul Cuninghame 2Plan Wealth Management Ltd - Chartered Financial Planner Investment & Wealth Manager
Expertise:
  • Pensions
  • Pension Advice
  • Pension Consolidation
  • Pension Planning
  • Pension Transfers
  • Pensions on Divorce
  • Investment Planning
  • Investment Advice
  • Income Protection
  • Life Protection
  • ISA's
  • Inheritance Tax Planning
  • Mortgage Advice
  • Equity Release
  • ISAs
  • Critical illness cover
  • Employee Benefits
Steve White
Steve White McMillan Wealth Consultants - Financial ad Investment & Wealth Manager
Expertise:
  • Pension advice & transfers
  • Mortgage Advice
  • Protecting your family
  • investing
  • Pension Consolidation
  • Pension Advice
  • Pension Transfers
  • Pension Planning

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