Brendan Patten
Brendan Patten Brendan Patten
PositionIndependent Financial AdviserCompanySkerritt Chartered Financial PlannersLocationHove
Contact Me
LinkedInFacebookTwitterYouTube    With offices in Hove and in central London, Skerrits now serve in excess of 25,000 clients.  Skerrits are proud of their approach to helping clients and are dedicated to providing the highest level of care to all their customers    Overview
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    Contact MeIFA RegulationFCA Individual Ref No (IRN): BXPO1197

Swansea-based Asset Planning Solutions has more than 45 years' experience in providing Asset Protection Solutions for our clients. The Asset Protection Strategy is designed for those who wish to more fully protect themselves and their family’s future inheritance. Cath is an Affiliate of the Chartered Institute for Securities & Investment (CISI), the largest professional body for those who work in the securities and investment industry in the UK and a growing number of financial centres globally.   

Manuel Cabrejas brings a diverse background including 15 years experience in the financial services industry including high level international assignments, and eight years working in the City of London as a consultant to financial institutions. His insights into the industry have led him to set up a new-model financial planning and wealth management firm that places clients at the centre of everything that they do.Brief IntroductionWith 15 years experience in the financial services industry including high level international assignments, Manuel has gained insight from a diverse background that included eight years working in the City of London as a consultant to financial institutions.

Home / Advisers / Leeds / Peter BlinkhornPeter Blinkhorn
PositionManaging DirectorCompanyKirk Newsholme F P LtdLocationLeeds
Contact Me    Kirk Newsholme is are extremely experienced in helping individuals to make financial plans based on their specific needs and priorities.    One of the many factors which distinguishes their approach from that of other advisors is their ability to take a look at the full picture of your finances, closely tying together recommendations on tax obligations with those on pension provision and investment strategy.   

Based in the West End of Edinburgh, Melville Independent focuses on private wealth management and corporate solutions. Renowned for their experience and expertise, Melville Independent's advisers offer quality personal service across the board.
PositionAssociate PartnerCompanyMelville Independent plcLocationEdinburgh
IFA RegulationFCA Individual Ref No (IRN): GJS01115
Current SPS Certification - yes question mark

IFA RegulationFCA Individual Ref No (IRN): SWC00005
Current SPS Certification - yes question mark
Brief Introduction 
Professional Qualifications    Certificate in Mortgage Advice and Practice - ifs School of Finance (ifs)
    Certificate in Regulated Equity Release - ifs School of Finance (ifs)
    Diploma In Financial Planning - Chartered Insurance Institute (CII) 

Stephanie Pickering
PositionChartered Financial PlannerCompanyVerity Wealth ManagementLocationWashington
Contact Me
Facebook    Having been an IFA since 2005 I set up Verity Wealth Management in 2009.  I  work with individuals and small companies to provide advice on all aspects of Investments, Protection and Pensions. My aim is to work with people to ensure they plan enough to enable people to live the life they want in retirement not the one they have too!    I am a Chartered Financial Planner, which I achieved in 2007 and specialise in Pensions and work closely with local solicitors and accountants to ensure clients have all relevant areas in their lives covered from a legal, tax and finance persective.   

Gresham Wealth Management offers a broad range of financial services advice and provides specialist financial advice in the areas of Personal Injury Trusts, Court of Protection, Retirement Planning, Inheritance Tax Advice and Planning, Long Term Care Fee Planning and Pensions advice for the medical profession.

Morven Millar is a dedicated financial services professional and was awarded 2012 North West Chartered Financial Planner of the Year by the Personal Finance Society.

 

 

 

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