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Clients

AWD Chase de Vere

AWD Chase de Vere

Founded in the UK more than thirty seven years ago AWD Chase de Vere are now one of the largest Independent Financial Advisers (IFAs) in the country, with twenty nine offices and over 400 professional advisers.

Chelsea Building Society

Chelsea Building Society

Chelsea now has assets in excess of £13 billion making us the country's 5th largest building society. We have 35 branch offices mainly in southern England, although our direct savings and mortgage facilities mean that we can truly be regarded as a national building society.

Communication Workers Friendly Society (CWFS)

Communication Workers Friendly Society (CWFS)

The Communication Workers Friendly Society (CWFS) specialises in providing savings and insurance plans for people on modest incomes.  All of its profits go to the members, who also have a say in the running of the organisation. It was founded in 1895 and has its roots in the trade union and mutual society tradition. It is known for its keen interest in humanitarian aid and social justice.

Finance Shop

Finance Shop

One of the largest firms of Financial Advisers in East Anglia, offering Independent Financial Advice. Finance Shop was founded in 1990 in Gorleston-on-Sea, with branches now established in Norwich, Lowestoft, Bury St Edmunds, Acle and Southwold.

A locally owned firm, Finance Shop prides itself on the quality of advice offered to both corporate and private clients, which has led to recognition on a national level. For the third year running we have been finalists in  the Money Marketing Financial Services Awards. With over £100 million of client assets under management, we have a team of advisers with the expertise and depth of knowledge to deal with all financial matters.

Grove Financial Planning Limited

Grove Financial Planning Limited

As a specialist company Grove Financial Planning Limited has a wealth of experience and knowledge in Pension Release.

Marquis Financial Planning

Marquis Financial Planning

Marquis Financial Planning is a firm of Independent Mortgage Brokers with consultants operating nationwide.

MIB

MIB

MIB was established in 1946 as a private company limited by guarantee for the purpose of entering into Agreements with the Government to compensate the victims of negligent uninsured and untraced motorists. Every insurer underwriting compulsory motor insurance is obliged, by virtue of the Road Traffic Act 1988, to be a member of MIB and to contribute to its funding.

Northern Rock

Northern Rock

Northern Rock is currently the 5th largest Mortgage Lender in the UK.

http://www.northernrock.co.uk/

nSure

nSure

nSure group of companies, specialising in insurance and financial services. Each Company within the group has a team of specialists dedicated to their specific sectors. This means more choice, more expertise, more for your money.

Openwork

Openwork

Openwork are a distributor of Financial Services products with a network of 2500 advisors.

Q & A Wealth Management

Q & A Wealth Management

As professional Independent Financial Advisers, Q & A Wealth Management are authorised to deal with many forms of financial services, and specialise in giving advice to clients on a wide range of subjects to assist with personal financial planning.

Skipton Building Society

Skipton Building Society

Founded in 1853 Skipton Building Society is the UK's sixth largest building society with over 79 branches and 600,000 customers.

Sorensen Financial Services

Sorensen Financial Services

As one of the UK's 100 largest, truly independent financial services companies, Sorensen Financial Services provides a range of complete financial solutions tailored to the needs of personal and corporate clients.

Established in 1994, Sorensen Financial Services has built up a reputation as one of the most professional and successful Independent Financial Services Advisers within the UK. Sorensen Financial Services has 17 qualified consultants working from local offices from Lancaster in the North to Reading in the South.

Stonebridge Group

Stonebridge Group

Established in 1988 and with approaching 100 advisors in 11 counties we have now become one of the south's largest independent mortgage brokers. Successfully working with Estate Agents and Housebuilders we are represented in many locations and introduce over £1billion in mortgage lending each year. We pride ourselves in customer service, which is reflected in the high number of recommendations we receive.

Wiltshire Friendly

Wiltshire Friendly

Wiltshire Friendly has been in existence since 1887 and currently has in excess of 6000 memberships and assets of over £15 million.

We are based in Trowbridge and are a small and dedicated team, able to offer a personal and knowledgeable service to our members both locally and around the country.