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Results for Work Type Court of Protection and PI Trusts across the UK
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| Firm | Contact | Tel/Fax/Email |
| 35 Finance | ||
|
8 Wellington Court Cambridge Cambridgeshire CB1 1HZ |
Jeremy Davis |
T: 01223 351856 F: 01223 351848 E: j.davis@35finance.co.uk |
| 35 Finance Limited | ||
|
13 New Conduit Street King’s Lynn Norfolk PE30 1DE |
Jeremy Davis |
T: 01553 771968 F: 01553 774306 E: j.davis@35finance.co.uk |
| Albert Goodman Chartered Financial Planners | ||
|
33 Heol Merioneth Boverton Llantwit Major Vale of Glamorgan CF61 2GS |
Gareth Tregidon |
T: 01934 642222 F: E: gareth.tregidon@albertgoodman.co.uk |
| Albert Goodman Chartered Financial Planners | ||
|
Tallford House 40 Walliscote Road Weston-super-Mare Somerset BS23 1UY |
Dave Robinson |
T: 01934 642 222 F: 01924 642 643 E: dave.robinson@albertgoodman.co.uk |
| Albert Goodman Chartered Financial Planners | ||
|
Mary Street House Mary Street Taunton Somerset TA1 3NW |
Dave Robinson |
T: 01823 286096 F: E: Dave.Robinson@albertgoodman.co.uk |
| Albert Goodman Chartered Financial Planners | ||
|
Hendford Manor Hendford Yeovil Somerset BA20 1UN |
Dave Robinson |
T: 01935 423667 F: E: Dave.Robinson@albertgoodman.co.uk |
| Albert Goodman Chartered Financial Planners | ||
|
Essex House Fore Street Chard Somerset TA20 1QA |
Dave Robinson |
T: 01460 64646 F: E: Dave.Robinson@albertgoodman.co.uk |
| Albert Goodman Chartered Financial Planners | ||
|
Sedgemoor Auction Centre North Petherton Bridgwater Somerset TA6 6TS |
Dave Robinson |
T: 01278 663546 F: E: Dave.Robinson@albertgoodman.co.uk |
| Argentis Financial Management | ||
|
Second Floor 90 Long Acre London WC2E 9RA |
Nigel Davis |
T: 0207 845 8430 F: 0207 845 6155 E: nigeldavis@argentisfm.co.uk |
| Argentis Financial Management Ltd | ||
|
The Old Stationmaster's House Station Road Stoke D'Abernon Cobham Surrey KT11 3BW |
Tony Laverick |
T: 01932 591 680 F: 01932 865 293 E: tonylaverick@argentisfm.co.uk |
| Argentis Financial Management Ltd | ||
|
London Road Office Park London Road Salisbury Wiltshire SP1 3HP |
Bob Collom |
T: 01722 343130 F: 01722 349 103 E: bobcollom@argentisfm.co.uk |
| Argentis Financial Management Ltd | ||
|
29 New Dover Road Canterbury CT1 3AS |
David Taplin |
T: 01227 784 787 F: 01227 784442 E: davidtaplin@argentisfm.co.uk |
| Ashlea Financial Planning Ltd | ||
|
81 Hatherley Road Cheltenham Gloucestershire GL51 6EG |
Diane Weitz |
T: 01242 254 149 F: E: diane@ashlea-fp.co.uk |
| Astute Investment Planning | ||
|
15 Weavers Ring Angmering West Sussex BN16 4AJ |
Robb Harris |
T: 01903 771 129 F: E: robbharris@astuteinvestmentplanning.co.uk |
| Blacktower Financial Advisers | ||
|
Orbital House 20 Eastern Road Romford Essex RM1 3PJ |
Chris Bruce |
T: 01708 759759 F: 01708 759758 E: bfa@bfa-uk.com |
| Blacktower Financial Advisers | ||
|
105 St Peter's Street St Albans Herts AL1 3EJ |
Chris Bruce |
T: 01727 896 033 F: E: bfa@bfa-uk.com |
| Blacktower Financial Advisers | ||
|
Surrey House 36 - 44 High Street Redhill Surrey RH1 1RH |
Chris Bruce |
T: 01737 781 570 F: E: bfa@bfa-uk.com |
| Blacktower Financial Advisers | ||
|
80 Coombe Road New Malden Surrey KT3 4QS |
Chris Bruce |
T: 020 8336 6350 F: 020 8336 1713 E: bfa@bfa-uk.com |
| Burgis & Bullock Financial Services | ||
|
2 Chapel Court Holly Walk Leamington Spa Warwickshire CV32 4YS |
Malcolm Smith |
T: 01926 451 000 F: E: malcolm.smith@burgisbullock.com |
| Calculis Limited | ||
|
4a The Horsefair Romsey Hampshire SO51 8EZ |
Alex Pegley |
T: 01794 525 500 F: 01794 522 360 E: info@calculis.co.uk |
| COBRA Financial Services Ltd | ||
|
1st Floor Canterbury House 2 - 6 Sydenham Road Croydon Surrey CR0 9XE |
Lee Wallis |
T: 020 8256 1920 F: 020 8256 1974 E: lee.wallis@cobrafs.co.uk |
| Equilibrium Asset Management LLP | ||
|
Brooke Court Lower Meadow Road Handforth Dean Wilmslow Cheshire SK9 3ND |
Debbie Jukes |
T: 0161 486 2250 F: 0161 488 4598 E: debbie@equilibriumam.co.uk |
| Facts & Figures Financial Planners Ltd | ||
|
Handley Cross Wye Ashford Kent TN25 5DL |
Simon Webster |
T: 01233 813313 F: E: sw@fffp.co.uk |
| Fensham Howes Limited | ||
|
The Lodge Bowcliffe Hall Bramham West Yorkshire LS23 6UL |
Giles Pidcock |
T: 01937 849 099 F: 01937 849 399 E: info@fenshamhowes.com |
| Hazlewoods Financial Planning LLP | ||
|
Staverton Court Staverton Cheltenham Gloucestershire GL51 0UX |
Kyle Nethercott |
T: 01242 680000 F: 01242 680857 E: kmn@hazlewoods.co.uk |
| Ideal Financial Management Ltd | ||
|
142 Thorne Rd Edenthorpe Doncaster DN3 2LU |
David Patrickson |
T: 01302 880140 F: E: dave@idealfinancialmanagement.co.uk |
| Investment Solutions | ||
|
Grafton House 26 Grafton Road Worthing West Sussex BN11 1QT |
Ivan Lyons |
T: 01903 214640 F: 01903 214 656 E: ilyons@graftonhouse.net |
| JLT iimia Wealth Management | ||
|
St James’s House 7 Charlotte Street Manchester M1 4DZ |
T: 0161 931 4400 F: E: enquiries@jltwm.com |
|
| Monahans Financial Service Limited | ||
|
Lennox House 3 Pierrepont Street Bath Avon BA1 1LB |
Camilla Atkins |
T: 01225 472800 F: 01225 472801 E: camillaa@monahans-fsl.co.uk |
| Monahans Financial Services Ltd | ||
|
Clarks Mill Stallard Street Trowbridge Wiltshire BA14 8HH |
Mervyn Osman |
T: 01225785570 F: 01225785571 E: mervyno@monahans-fsl.co.uk |
| Monmouthshire Independent Financial Advisers | ||
|
Monmouthshire House John Frost Square Newport NP20 1PX |
Richard Hill |
T: 01633 844300 F: 01633 844459 E: richard.hill@mifa.co.uk |
| Monmouthshire Independent Financial Advisers | ||
|
87 Caerphilly Road Birchgrove Cardiff CF14 4AE |
Richard Hill |
T: 02920 625 800 F: 02920 628 899 E: richard.hill@mifa.co.uk |
| Monmouthshire Independent Financial Advisers | ||
|
18 Union Street Swansea SA1 3EH |
Glyn Thomas |
T: 01792 657 468 F: 01792 657 469 E: richard.hill@mifa.co.uk |
| North Laine Financial Management Limited | ||
|
West Wing 47 Old Steyne Brighton East Sussex BN1 1NW |
Steve Mackie |
T: 01273 765 960 F: 01273 775 311 E: smackie@nlfm.co.uk |
| Peter Stewart Associates (Life & Pensions) Limited | ||
|
131 Croydon Road Beckenham Kent BR3 3RA |
Mike Brennan |
T: 020 8658 5911 F: E: mike.brennan@psa-uk.com |
| Platinum Independent Financial Planning Limited | ||
|
Crown House 4 High Street Tyldesley Manchester M29 8AL |
Shaun Holt |
T: 01942 887 851 F: E: shaunholt@platinumindependent.com |
| Professional Financial Centre (East Midlands) Ltd | ||
|
Wesley House St Michaels Lane Derby DE1 3DW |
Richard Shanks |
T: 01332 341 406 F: 01332 346 258 E: richard.shanks@pfcem.co.uk |
| Professional Financial Centre (North Devon & Quantocks) Ltd | ||
|
lst Floor The Customs House The Strand Barnstaple Devon EX31 1EU |
Ann Walters |
T: 01271 334610 F: 01271 334615 E: ann@pfcnorthdevon.co.uk |
| Questa Financial Services Limited | ||
|
Questa House, Croft Court Plumpton Close Whitehills Business Park Blackpool Lancashire FY4 5PR |
Anthony Hoskisson |
T: 01253 830050 F: 01253 830051 E: anthonyh@questafs.co.uk |
| Richmond House Financial Services Limited | ||
|
Premier House Argyle Way Stevenage Herts SG1 2AD |
John Maynard |
T: 01438 345 703 F: E: jmaynard@rhg.co.uk |
| Robinsons Independent Financial Advisers | ||
|
Moffat House 14 - 20 Pall Mall Liverpool Merseyside L3 6AL |
Karen Haddow |
T: 0151 236 9507 F: 0151 255 0635 E: karen.haddow@robinsonsifa.co.uk |
| Scrutton Bland Ltd | ||
|
820 The Cresent Colchester Business Park Colchester Essex CO4 9YQ |
Gary Riches |
T: 01206 838400 F: 01206 838401 E: gary.riches@scruttonbland.co.uk |
| Scrutton Bland Ltd | ||
|
Sanderson House 17/19 Museum Street Ipswich Suffolk IP1 1HE |
Neil Hewitt |
T: 01473 259201 F: 01473 281779 E: neil.hewitt@scruttonbland.co.uk |
| Simpson Millar LLP | ||
|
39 St Paul's Street Leeds West Yorkshire LS1 2JG |
James Mann |
T: 0844 858 3200 F: 0870 8551299 E: james.mann@simpsonmillar.co.uk |
| Smith & Williamson | ||
|
Portwall Place Portwall Lane Bristol BS1 6NA |
Sue Faiers |
T: 01173 762 000 F: 01173 762 001 E: martyn.cross@smith.williamson.co.uk |
| Smith & Williamson | ||
|
Old Library Chambers 21 Chipper Lane Salisbury Wiltshire SP1 1BG |
Sharon Grubb |
T: 01722 411 881 F: 01722 411 438 E: sharon.grubb@smith.williamson.co.uk |
| Smith & Williamson | ||
|
3rd Floor 9 Colmore Row Birmingham B3 2BJ |
Lyndon Massey |
T: 01217 105 200 F: 01217 105 201 E: lyndon.massey@smith.williamson.co.uk |
| Smith & Williamson | ||
|
No 1 Bishops Wharf Walnut Tree Close Guildford Surrey GU1 4RA |
Andrew Yonge |
T: 01483 407 100 F: 01483 301 232 E: andrew.yonge@smith.williamson.co.uk |
| Smith & Williamson Financial Services | ||
|
25 Moorgate London EC2R 6AY |
Mike Fosberry |
T: 020 7131 4250 F: E: paul.garwood@smith.williamson.co.uk |
| Stewart Investment Planning | ||
|
1 The Courtyard Leigh Court Abbots Leigh Bristol Avon BS8 3RA |
Martin Stewart |
T: 01275 371 900 F: 01275-371 901 E: sip@stewartinvestmentplanning.co.uk |
| Sylkes Consulting Limited | ||
|
5 Carlton Crescent Southampton Hampshire SO15 2EY |
Sarah Quirk |
T: 02380 483 402 F: 02380 710 476 E: sarah@sylkes.com |
| The Goodman Partnership | ||
|
7 Vale Avenue Tunbridge Wells Kent TN1 1DJ |
Neil Whitaker |
T: 01892 500607 F: 01892 549611 E: neil@goodmanifa.co.uk |
| True Bearing Ltd | ||
|
B2 Chorley Business & Technology Centre Euxton Lane Euxton Chorley Lancashire PR7 6TE |
George Critchley |
T: 01257 260011 F: E: george.critchley@truebearing.co.uk |
| Trusted Planning LLP | ||
|
12 Wilkinson Street Sale Cheshire M33 3HW |
Dan Brocklehurst |
T: 01619 696 831 F: E: dbrocklehurst@trustedplanning.co.uk |
| Valiant Financial Consultants Limited | ||
|
Pantiles Chambers High Street Tunbridge Wells Kent TN1 1XP |
Ian Vincent |
T: 01892 570 675 F: E: ian.vincent@valiant-ifa.co.uk |
| Valiant Financial Consultants Limited | ||
|
Valiant House 12 Knoll Rise Orpington Kent BR6 0PG |
Ian Vincent |
T: 01689 884 500 F: 01689 887 888 E: ian.vincent@valiant-ifa.co.uk |
| Westminster Wealth Management LLP | ||
|
Clerkenwell House 67 Clerkenwell Road London EC1R 5BL |
Martin Lockyer |
T: 020 7400 5860 F: E: martin.lockyer@westminster-wealth.com |
| Yours Financially Ltd | ||
|
Regus House George Curl Way Southampton Hampshire SO18 2RZ |
John Donaldson |
T: 02380 905 825 F: E: johndonaldson@yoursfinancially.co.uk |
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Listed below are firms in the SIFA scheme offering Court of Protection and PI Trusts work type. Details can be viewed by clicking on the name of any firm. |
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