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Directory > United States > Financial Planning

Subcategories:
    Estate
    Individual
    Retirement

AssureNet

Life, pensions and protection - free quote, advice and information service.

Ethical Investments

We offer independent advice to ethical investors.

AdviceOnline IFA

Independent financial advice online.

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Hearnden Associates

Site covers all aspects of personal and business Financial Planning including pensions, life cover, mortgages and investments (e.g. ISAs, offshore investments, savings).

Fortune Asset Management

An alternative asset management firm specializing in hedge fund strategies, capital guaranteed funds and fund of funds manager selection.

Aitchison and Colegrave Group

As independent financial advisors, the Aitchison & Colegrave Group provide a Total Asset Management and Financial Planning Service including a wide range of investment, tax shelter and Financial Planning services for individuals, partnerships, and companies.

Six Figure Trader

The UK Insolvency Helpline

The UK National Insolvency Helpline can assist with your debt problems for individuals and companies, large and small. We specialise in giving small and medium size companies and individuals who are experiencing cash flow problems the benefit of a fresh start, allowing them to achieve their full profit potential.

B & P Finance Consultants

Experience and expertise in the commercial lending market.

Internet IFA

Internet IFA is a new way to invest in the financial products designed to save you money. Get the Investment you need without having to pay for advice you don't want.

James Baxter Capital Management

Specialist advisors to private individuals, companies and trusts with portfolios of investments and pensions in excess of $100,000 in value.

Friends' Provident Life

Friends Provident is one of the most successful and progressive financial services groups. We provide financial security for our customers with a range of award winning pensions, investments and protection products backed by consistent investment performance and excellent service.

Financial Futures (IFA) Limited

When it comes to Financial Planning, you want a personal service. All independent advisers claim to offer žexpert adviceÓ, but smaller firms just cannot do this. Financial Planning is so complex nowadays that no one person can possibly be expert in everything. Our size enables our advisers to specialise, so whatever your need, simple or complex, someone in our team will be able to assist you.

Alan Steel Asset Management

They are Independent Financial Advisors offering full service, information and products to clients.

Reeves Independent

Reeves Independent has been set up to provide a dedicated and highly professional service to clients, both Business and Domestic, who would like truly Independent Financial Advice.

Client First Ltd.

Client First do not give financial advice, but we do have a nationwide panel of unbiased Independent Financial Advisers at our disposal. So if you would like unbiased advice, please contact us and we will put you in touch with your friendly local adviser.

Ernst & Young

Ernst & Young is a global leader in the financial world offering a variety of services to individual and corporate clients.

Acorn Financial Planning

Here at Acorn Financial Planning we aim to provide high quality independent financial advice, tailored specifically to your own personal circumstances. We specialise in all aspects of pension planning from the individual through to the multi-national Company.

Factoring UK

Independent finance brokers in providing business advice on the use of debtor finance, such as factoring and invoice discounting. Agency =National Association of Commercial Finance Brokers (NACFB)

Church's The IFA's Ltd

As Independent Financial Advisers we can provide effective solutions to these needs and provide access to the full range of Life Assurance, Protection, Pension and Investment products from across the whole marketplace. This service is provided to both Business and Personal clients.

Global Investor

This site offers a huge selection of free financial stuff on the internet.

Credenda Ltd.

This is our complete service. It can be a comprehensive personal or corporate Financial Planning service, or it can be directed to specific areas such as school fees, inheritance tax or directors' or partners' share protection. It may be a one-off event, or a regular service including review meetings and ongoing advice.

1 Stop Accounting

1 Stop Accounting provides accountancy services to small limited companies and the self employed.

Acklands

Acklands, Chartered Accountants, Registered Auditors, Bristol - South West - UK

Bacon & Woodrow

Bacon & Woodrow is a partnership of actuaries and consultants, with 1,100 partners and staff. We specialise in helping clients resolve strategic issues and solve financial problems, especially those requiring the modelling of assets, liabilities and risks.

Barber Harrison & Platt

Accountancy services, information technology, financial services.

Baum Hart & Partners

Accountancy Consulting and Support.

Berg Kaprow Lewis

Berg Kaprow Lewis is a London based firm of chartered accountants offering resources and expertise that smaller firms lack, plus a personal service that larger firms can't match. BKL has areas of speciality including services for computer contractors, tax consultancy, personal Financial Planning and business development.

Berley Chartered Accountants

Berley Chartered Accountants - London based accountancy firm with expertise in corporate, personal, taxation, VAT, PAYE, insolvency, audit, accounting and other financial services.

BAHA

The British Association of Hospitality Accountants.

BTA Consulting

The most progressive consultancy organisation operating in the world of financial services today offering clients the opportunity to work alongside specialists in professional services.

ABG Investment Discounts

Comprehensive discount service for the informed investor. Choose from ISAs, PEPs, Unit Trusts and Bonds. Visit our online supermarket for ISAs and PEPs and choose from over 400 funds to mix and match your own investment account.

Simpsons IFAs

Eastbourne-based friendly independent financial advice on all financial matters for corporate and personal clients.

Citi Bank StudentLoan.com: Student Loans Online

Information on financial aid, college planning, scholarships, grants and loans. Sections for parents, high school, college and graduate students. Online applications and calculators.

Educational Planning Center

Your source for College Planning. We offer free planning tools to help you prepare for college, apply for financial aid, and simplify loan repayment.

Nolo.com

Can I Plan My Own Estate? Yes, you can. Nolo.com's plain English legal encyclopedia answers your questions about planning for death, including writing a will, creating a living trust, and avoiding probate.

Money Watch Consultants Inc.

Learn how to save on estate taxes.

EstatePlanning.com

Free estate planning and living trust information, products and services for consumers and estate planning professionals.

Legal Information Institute

Legal Information Institute (LII) is the most linked to web resource in the field of law.

SmartWill.com

SmartWill's services has combined modern technology and legal know how to make it easy and affordable to make a will.

NetPlanning.com

If you're concerned about the hows and whys of your estate, and the future security of your loved ones, you owe it to yourself to consider an estate plan.

It's legal!

It's legal! Your source for do-it-yourself- legal solutions.

Legacy Alive

This site is dedicated to helping individuals and their families fulfill life-long dreams of financial security, well-being, and the assurance that loved ones will be cared for.

Meyers Financial Services

Wealth building, peace of mind every time.

AssureNet

Life, pensions and protection - free quote, advice and information service.

AdviceOnline IFA

Independent financial advice online.

Hearnden Associates

Site covers all aspects of personal and business Financial Planning including pensions, life cover, mortgages and investments (e.g. ISAs, offshore investments, savings).

Fortune Asset Management

An alternative asset management firm specializing in hedge fund strategies, capital guaranteed funds and fund of funds manager selection.

The UK Insolvency Helpline

The UK National Insolvency Helpline can assist with your debt problems for individuals and companies, large and small. We specialise in giving small and medium size companies and individuals who are experiencing cash flow problems the benefit of a fresh start, allowing them to achieve their full profit potential.

B & P Finance Consultants

Experience and expertise in the commercial lending market.

Internet IFA

Internet IFA is a new way to invest in the financial products designed to save you money. Get the Investment you need without having to pay for advice you don't want.

Ameritas

Ameritas markets products and services in the 50 United States and the District of Columbia. Ameritas products and services are categorized in four key lines of business: Individual, Group, Pensions, and Investments. Their individual life and annuities including variable annuities, term life, whole life and universal life. They also offer group dental and vision insurance through traditional indemnity plans, voluntary plans and PPO plans. Ameritas investment services are offered through Ameritas Investment Advisors, a registered investment advisor. Ameritas Investment Corp. is a full-service broker/dealer. Retirement plans and investments include investment products, 401(k) plans and profit sharing plans.

Bank of Scotland

Bank of Scotland is the oldest surviving clearing bank. We've a wealth of experience and history behind us, and a reputation for innovation and forward-thinking.

Regulatory Agency: SEC

CitiBank

Fidelity Retirement Recourse Center

Our tools and expertise make it easy to plan for the retirement you want

AARP Financial Planning and Retirement

When it comes to money, planning is where it all begins. Everything you do with money requires a plan, whether you realize it or not. Without a thoughtful plan, you're bound to get lost or confused.

FG Financial Services

Our mission is to help you realize your ideal retirement, free of worry and stress, by providing you with valuable information that will enable you to put your retirement "nest egg" to work harder and smarter without exposure to risks.

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