Financial Advisor

biz owner

Hi, I am Ian.

Lifestyle Financial Planner - I help people get the life they want and not just settle for basic

Financial planner

I have been running for a couple of years, I've completed one very painful marathon at short notice and looking to improve

Financial planner

Mike Roberts

Managing Director at HHH Mortgages. Holiday Let specialists, also helping Residential, BTL, Protection and Later Life.

Director of Newark Wealth LTD

Passionate about 'proper' financial planning and the impact it has on people's lives. CFP & Chartered Wealth Manager.

Rebecca Penny

I provide wealth management services to HNW individuals, including bespoke discretionary investment management services and holistic financial advice

Starting new venture in un-retirement as a Generic Financial Planning Adviser / Life coach.

Chartered Financial Planner from Edinburgh

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Enthusiastic adviser in my 30s

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Tim Geoghegan is a Successful IFA and Business Owner having established his own practice in 2003, with a background in Private Banking t.

I’m a financial advisor who is sharing knowledge with as many people as possible and help those who want to delegate the management of their finances

Certified Financial Planner and Chartered Wealth Manager. Helping business owners & senior executives in Leicestershire to retire in confidence.

Expert in investor behaviour & retirement planning, I help clients focus on controllable factors using simple, relatable financial insights.

UK Qualified Financial Adviser @ GDT Wealth Management Ltd

Successful IFA and struggling actor, combining both worlds

Chartered Financial Planner with Create Financial Management

Founder of Posterity - AI notetaker & report writer

Head of technical @ indigo

Retirement income Planner and author, podcast host and YouTube presenter of the Retirement Cafe

Mortgage & Protection Specialist (and Owner) of Larkbridge Mortgages based in Bury St Edmunds in sleepy Suffolk.

EP