Financial & Wealth Management
14 vetted financial & wealth management businesses in London.
Search partners, services, locations...Showing 1–14 of 14
Ascot Wealth Management | Financial Planning
Ascot Wealth Management is a reliable financial partner, offering unique approaches to Wealth Management, Financial Planning and Advice, and Estate and Tax Planning. Since 2010, the company has built a loyal following and an impressive reputation under the leadership of Managing Director Mark Insley. Perks such as always putting the client’s interests first and giving them a whole-of-market perspective on their investment solutions and estate planning to minimise tax, give this company the upper hand in their industry. Ascot Wealth Management were the worthy winners of two impressive accolades in 2019. Wealth Manager of the Year, beating both UBS and Barclays, and Financial Firm of the Year, South-East.
Blackmore Borley | Insurance Broker
Peter Blackmore and the late Roger Borley established Blackmore Borley in February 1997 with a goal to provide an independent and unique insurance broking service. The team of skilled specialists work together with the client ensuring that all their needs are understood and to convey without confusion the innovative solutions that will add value to their business. These insurance brokers cater to large businesses as well as individuals across a range of fields. The benefit of working with a bespoke insurance broker from Blackmore Borley is their understanding that a piece of fine art or one’s home has significant financial and emotional meaning for the owner. Blackmore Borley protects all your most valued possessions whether it’s at home or abroad. Tailored travel insurance gives the client the peace of mind that any bumps in the road will cause minimal emotional stress and financial drain.
Dixon Wilson | Tax and Accountancy Services
Specialising in the provision of accountancy, tax and advisory services to high net worth private clients, their families, businesses and trusts, Dixon Wilson is one of the leading firms of Chartered Accountants with offices in London and Paris. Founded in 1888, the company has been running over 80 years, and have kept long standing, trusted client relationships through their excellent understanding of the challenges that their clients can face, ranging from inter-generational planning to capital preservation. Renowned for their legitimate, robust tax advice, some of the most common services that Dixon Wilson offer are the management of bank accounts and general cash flow planning, arranging payment of invoice and setting up direct debits and standing orders and carrying out book-keeping in respect of both personal and business affairs; among much more.
Doerr Dallas Valuations | Appraiser
<p>Rachel Doerr, David Dallas and their team of renowned and internationally recognised valuation experts offer a truly independent and extensive art related advisory service. </p><p>Covering fine art, antiques, jewellery, watches and classic cars, they can value everything from arms and armour through to tapestries, comics and jewellery. </p><p>Working with leading firms of insurance brokers, insurers, solicitors, wealth managers, private banks and professional advisers, Doerr Dallas Valuations can provide valuations for insurance, probation and taxation purposes as well as during acquisition or sales or when estates are being divided due to divorce or bereavement. </p><p>Alongside valuation, the team offers a number of additional advisory services, which can be offered in bespoke combinations, designed to help you make the most of your collection. These include managing your collection and advising with restoration and conservation, reviewing security, making recommendations as to where collections should be held, transportation and help with creating philanthropic trusts. </p>
Gresham Street Partners | Financial Planner
If you have an existing property portfolio full of capital gain but you are concerned about paying top rate tax on rental income then Gresham Street Partners can help you solve your tax planning through an LLP structure. They work by transforming buy to let property portfolios from private ownership into company ownership (with commercial landlords involving HMRC from the start) so that clients can yield greater profits and receive bespoke and unique tax benefits including wiping out all previously accumulated capital gains tax and enabling the extraction of the equity value of the property out of the corporate after three-months, totally tax-free, whilst also protecting against Inheritance Tax.
Impact and Invest | Investment Company
Impact and Invest is a company that promotes an array of environmental and social impact investments to both UK based and global financial institutions and financial intermediaries. In partnership with Delio Wealth, Impact and Invest have worked hard to launch a fantastic platform which hosts their collection of environmental and social impact investments. Available for High Net Worth, Professional or Sophisticated Investors, this is a platform open to Impact and Invests financial intermediaries, who refer clients who intend to look into investing a part of their portfolio towards impact investments. The platform is focused on raising funds specifically for ethical organisations who care about society, the health and wellbeing of people, and who intend to use their activities in order to contribute towards the goal of creating a better world. Organisations that focus on areas such as recycling, pollution control and social care. Yet Impact and Invest are so much more than investing into funds, portfolios or companies that have a good Environment and Social Governance. This company are commercially focused, and cleverly use capital to invest into companies and organisations that have a credible business plan, have a robust financial forecast and a capable management team.
Mint Insurance Brokers
Founded in 2014, Mint Insurance Brokers LTD is a fully independent retail and wholesale insurance broker with specialist teams in all areas of insurance. They provide risk advice and broking solutions for businesses across a number of sectors including Construction, Professional and Financial, Property Professionals, Corporate and Commercial and private clients. As an independent broker, Mint has been able to forge close relationships with a network of specialist providers and they work with these prestigious insurers to ensure that they are able to fulfil the specific and unique needs of their private clients. The cover that they are able to offer covers the likes of: yachts, light aircraft, fine art, overseas property and HNWI motor. Providing a tailored approach each client will be assigned a personal Account Executive who will work with them to develop a programme that provides the level of security and advice they need. Whilst the dedicated Claims Executive oversees the handling of claims from initial notification to settlement allowing the client to feel in control and guided throughout the whole process.
Seedrs | Online Investment
Founded in 2012, Seedrs states that they are ‘equity crowdfunding done properly.’ As one of the largest equity crowdfunding platforms in the UK, they help investors to invest in businesses that they feel passionate about and work with all types of growth-focused businesses to help raise capital and in doing so Seedrs build communities and share successes. For those looking to invest, there are three ways you can do so Seedrs. Firstly the simplest way of equity starting at just £10, secondly funds which allows you to diversify across multiple businesses at only £100 and then convertible, which again starts at £10 and means that you invest in a business and that your investment will convert at a discount to other investors in the future. To minimise risks they hold each campaign to a high standard and have a number of measures to protect and assist every investor and you only pay a fee when you exit. For those looking to raise capital, Seedrs can showcase your pitch and business to one of Europe’s largest investor communities. Helping you all the way, Seedrs will assist you with your campaign and provide all the support and legal expertise you need. Importantly there are no membership or pitching fees and you only pay a single one-time fee if your campaign is successful.
Sharps Pixley | Gold Dealer & Precious Metal Partner
Originally founded through two London bullion businesses merging, Sharps Pixley name dates back to 1778. Their brand name may go back centuries, but their outlook couldn’t be more modern. Sharps Pixley is currently one of the largest sellers of retail physical gold in Europe. Their main aim is to demystify and simplify the gold market, to expand the reach of precious metals and create new ways in which people can invest in them. Sharps Pixley is part of the Degussa group, which is Europe’s largest precious metals dealer. Therefore, they are able to offer customers bars and coins at competitive rates sourced from two of the leading Swiss gold refineries. Their London store in St James’s Street will allow customers to gain confidence in their products, as their state-of-the-art showroom provides physical gold to be presented beautifully on coins, bars and scrap. Having access to Sharps Pixley’s deposit boxes are also one of the best ways to safely store not only bullion, but confidential documents, family heirlooms and jewellery. These impeccably secure boxes are available to rent on either a short term or long-term basis.
Stone Creek Global | Investment Service
Despite the global economy plunging in 2020, Stone Creek Global can help UHNWI, HNWIs, professional and sophisticated investors to gain access to millions in capital, fast, privately, easily, and most of all affordably. Whether you’re looking to secure liquidity for investment, purchases, or simply want to secure you and your family’s financial future, they can help you to protect your stock portfolio whilst also accessing cash using just your publicly traded stock or securities. For their VIP clients they can ensure a number of perks including: no personal guarantees so your personal assets always remain protected; no credit reviews so you can enjoy a simple and quick approval process; no personal or business income tax or returns required so you can save time and effort; fixed interest rates so your payments won’t change no matter what happens with the economy, while you continue to reap 100% of the rewards of any appreciation and dividends. On top of this, they lend against securities traded on most foreign exchanges, including stocks, penny stocks, creditworthy bonds, ETF’s and other marketable securities. If you’d like to reach your financial goals & see how much money you’re leaving on the table, then visit www.go.oncehub.com/JuliaWojnar to book your no-risk consultation call with International Account Executive, Julia Wojnar today. Contact Julia Wojnar International Account Executive https://go.oncehub.com/JuliaWojnar to book a complimentary consultation Skype: Julia.Wojnar
The Wealth Consultant
<p>One of the most important things to feel in control of? Your personal finances. Yet, it can be a daunting process when you first start taking control and knowing whose advice to take and where to find reputable wealth managers can be difficult. </p><p>Whether you are a seasoned investor or just starting out, whether you have £100,000 or £1 million and whether you’re looking for help with retirement planning or offshore investments, The Wealth Consultant can easily match you with a wealth manager who will help you meet your financial goals regardless of your wealth. </p><p>The process is simple: after submitting a simple enquiry form online, The Wealth Consultant will call you (within 24 hours) to discuss your situation and to gain an understanding of the outcomes that you require. You will then receive a brief report, summarising your details and suggesting three wealth managers that have been matched to your personal circumstances. The Wealth Consultant will then introduce you to each wealth manager, individually.</p><p>The Wealth Consultant gives you access to professional investment and financial advice so you can relax, safe in the knowledge that your finances are working for you.</p>
Turner Wealth & Consultancy
With 18 years of experience in the Financial Services Profession and with H/UHNW clients, founder Trevor Turner knows his business, and leads an organisation of hardworking, skilled professionals. International mobile clients can turn to Trevor Wealth with concerns about cross border tax affecting their wealth, as everyone at the company has extensive experience working for International Private Banks. Trevor Wealth and Consultancy also provide reliable, straightforward advice on all areas of retirement planning, protection, tax planning and investment. Trevor is a Chartered Fellow of the Chartered Institute for Securities and Investments, and holds the Chartered Wealth Manager designation.
moneycorp | Foreign Exchange
As foreign exchange specialists for over 40 years, moneycorp provides a reputable and specialist service designed to save customers time, money and hassle on their international payments. Great exchange rates, low transfer fees, and expert guidance are at the heart of what moneycorp offers, while 24/7 online access can help you manage your payments and get your money where it needs to be. Whether you’re buying a property abroad or purchasing goods or luxury items from overseas, you can save up to 2% in comparison to using your high-street bank. In addition, enjoy transferring fee-free payments when you quote ‘Listique’ on signup.
Suttons & Robertsons
<p>For those seeking discreet financial solutions or access to exceptional collectables, Suttons &