Serviam Planning Competitors

Blue Sky Financial Planning are a company of independent financial advisers offering bespoke financial planning. We are not owned by an institution or life assurance company and therefore we have the flexibility to adapt our business quickly to deliver value to our clients. Blue Sky Financial Planning was formed in October 2002 with the emphasis on providing high quality independent financial advice and w now have a team of highly qualified specialists who all play a role in delivering strategic advice and wealth management to our clients. Our team has many years experience in the industry with the main front-line advisers each having accrued over 20 years service. Our corporate balance sheet is very strong because we take our own advice! We have a focussed strategy, are prudent, protective and are always seeking to take advantage of opportunities. We are authorised and regulated by the FCA and therefore have to adhere to a strict code of practice. Central to our proposition is the investment management of client money hence why we operate our own investment portfolios.

INDEPENDENT FINANCIAL ADVICE Spectrum Financial Services Ltd was set up some twenty-five years ago as a firm of independent financial advisers. The philosophy of independence has been the cornerstone of how we operate the company since birth twenty-five years ago. Our aim is to provide top quality financial solutions for all clients. We aim to deliver value for money, bespoke solutions to every single client that we deal with. We believe that we offer innovative thinking and solutions for clients large and small. Using an IFA or Independent Financial Adviser has long been regarded as one of the most successful ways for individuals, trustees or businesses to seek and implement financial advice. As the title suggests, the advice is independent, in other words, unbiased and is based entirely upon a client specific scenario. Independent financial advice ensures that the specific objectives of a client are met by using the entire range of services or products that are available in the whole market place.As independent financial advisers, Spectrum are obliged to work with your best interests at heart. Our Services: Investment Pensions and Retirement Protection Mortgages Tax Strategies Email Address: advice@spectrumfs.co.uk

At Elevate Financial Solutions, we work hard to help you achieve your life goals and ambitions, from buying your first home to building a large buy to let portfolio. We are experts in the field and aim to deliver information, advice and solutions which are clear and easy to understand. We will help you throughout your lifetime and pride ourselves on our long standing client relationships. With Elevate, your plans will be kept under review so you can rest assured in the knowledge that expert assistance is always on hand. Elevate Financial Solutions Ltd is an appointed representative of PRIMIS Mortgage Network, a trading name of Tenet Lime Ltd. Tenet Lime Ltd is authorised and regulated by the Financial Conduct Authority.