Cathedral Wealth Management LTD

We are an Associate Partner Practice of St. James's Place Wealth Management based in Chichester, West Sussex and aspire to build trust, faith and confidence in our clients by offering exceptionally high quality, face to face financial advice. Putting clients firmly at the centre of everything we do is core to our culture, enabling us to deliver a genuinely client-focused business. We do not provide off-the-shelf solutions but offer an ongoing relationship with a dedicated adviser to meet your financial needs, both now and in the future. We aim to: - Provide highly experienced, qualified and personal face-to-face financial advice - Understand your financial circumstances and objectives - Focus on your priorities - Afford you the opportunity to review your financial affairs regularly by agreeing an ongoing servicing framework with you - Ensure that our correspondence and literature is clear and easy to understand - Encourage and implement your feedback - Ensure our dealings with you are always sensitive to your individual needs - to work with your existing advisers where appropriate and liaise with other specialists as needed. Our structured advice process is designed to help our clients make informed decisions and avoid costly errors. The overriding aim is to establish and maintain trusting and mutually beneficial relationships over the longer term. We will help you to: - Have a clear understanding of your personal and financial objectives - Develop a sense of progress towards your objectives - Be more organised - Have a plan in place that is risk-adjusted and targeted to your objectives - Have a proactive financial review process in place To book a no obligation consultation, please contact us. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. The Partner Practice represents only St. Jamesâ

KD Financial LLP

We are local and independent financial planners, serving clients across West Devon and North Cornwall.

Corporate Benefits Consulting Ltd

At Corporate Benefits we specialise in providing retirement planning advice to the Owners, Directors and Employees of Small and Medium sized Enterprises. Our advice covers the requirements of both the individual and the company. When providing advice we will take full account of an individual's circumstances, objectives, attitude to investment risk and investment horizon. We aim to provide a solution which takes maximum advantage of the available tax exemptions.

Crownhouse Wealth Management

Crownhouse Management was founded in 1998 and specialises in advising small businesses and Individuals using an holistic approach to achieve the Client’s objectives. We utilise products selected from the entire marketplace, including some specialist arrangements to which Crownhouse Management has exclusive access. The Principal Advisor is Tim Wright, who has past experience of senior corporate management in the construction industry and growing his own manufacturing company. This encompasses specialist knowledge of problem solving, cost accounting and contract law. This provides him with unique insight into the problems and opportunities available to small businesses. In addition to Tim Wright the Company has specialist support staff in the areas of pensions and investments, together with partnership arrangements with corporate lawyers, family lawyers and specialist tax consultants. Crownhouse Management provides engineered financial solutions which are designed to enhance wealth by the control and reduction of tax and improved investment returns, together with the management of risk. To complete a background of Crownhouse Management you can visit 'The Financial Services Authorites'​ Website-http://www.fsa.gov.uk/register/firmSearchForm.do If you enter Crownhouse’s individual FSA registration number 424022. This will enable you to see that we are a regulated independent financial advisory firm that can service all your individual needs. Please dont hesitate to call.

Clear Solutions Wealth and Tax Management

Clear Solutions (Wealth & Tax Management) Ltd is one of the few financial planners in the UK to operate as a practice offering the full spectrum of financial planning advice. A number of us are both Chartered and Certified Financial Planners and Fellows of the Personal Finance Society. We have worked in financial services and tax advice since 1990 and were the first practice in the country to be awarded the British Standards ISO 22222 International Financial Planning Standard via the Chartered Insurance Institute (CII). As a result we are now assessors of this and other accreditation standards helping to disseminate ‘best practice'. The practice works as a team for the benefit of our clients with each specialist adviser and administrator complementing each other to create a tight professional and independent service. As far as your pension, investment, tax and retirement needs are concerned, we pride ourselves in making sure your specific needs are addressed. With Clear Solutions, you know you are talking to a qualified adviser. Contact us by phone on 0121 631 3519 or by email at [email protected]