70 The Philog
At Whitchurch IFA Ltd we are able to provide advice on a wide range of financial products and services, from the ‘staple’ financial advisory areas such and pensions and investments to the more specialist areas such as equity release and inheritance tax planning. We are happy to discuss the options to help you decide whether financial advice is right for you and we will never charge for an initial meeting.
The company provide independent financial and investment advice to Individuals, Companies, Trusts, Charities and Expatriates dealing extensively with product providers and mortgage lenders as well as fellow Legal and Accounting professionals in providing sound independent financial advice and guidance in all areas of financial planning.
At Evolution Financial Planning we believe that everyone should have access to and understand the importance of financial advice. Less debt, more savings and creating wealth and maximising the money you already have. Our aim is to provide clarity and long term financial stability with bespoke and holistic financial advice for each individual. We nurture and take care of our clients through the milestones of life to help them achieve the goals they set out. With the knowledge of the system we can be one step ahead and beat it at its own game.
We are a new breed of financial planning company. A modern, dynamic firm built upon core values of integrity, professionalism, transparency, and innovation. Proud to be completely independent and wholly impartial, we are driven to provide the highest levels of service to our clients.
At NorthStar, we like to do things differently. We don’t focus on selling products and earning commission. We put our clients’ needs first every time. Clear, honest and open financial planning – the way it should be.
Committed to bringing a fresh perspective to wealth management, we pair the latest cloud-based technologies with the very best team of chartered financial planners.
We ensure our clients achieve their life goals by helping them get the most from their money. We simplify their financial lives, get their investments working hard, make sure they are protected should the worst happen and help them plan for the future.
At NorthStar, we understand that money is but a means to an end. We know that ultimately, our job is to help our clients identify, achieve and maintain their desired lifestyle and safeguard their financial future.
We help senior City professionals and business executives, successful business owners and high-net-worth individuals manage their wealth and achieve the life they want.