Exclusively for NHS staff

NHS Discounts: Financial advisers

11 businesses offer NHS staff discounts on Financial advisers across 11 towns and cities. The most offers are in Heywood, Glasgow, Exeter, Edinburgh.

11 businesses
11 towns & cities
0 nationwide or online

All Offers in This Category

Nationwide and online offers first, then local businesses A–Z.

AdviserWill

Weston-super-mare

NHS Offer: Show your NHS card and use code NHS50 and receive up to 50% off on Wills, Trusts and Lasting Power of Attorneys. Please follow the link to our contact us form and one of the team will contact you or alternatively contact us on the details below. This offer excludes our storage facility, funeral plans and OPG fees.

Welcome to AdviserWill, the UK’s preferred Will Writing and Estate Planning service. AdviserWill are Professional Will Writers and Estate Planners and we will support you throughout the whole Will Writing process. As we understand the importance of your time, we fully utilize technology to ensure we are Simple, Fast and Efficient. We offer Will Writing, Estate Planning, Lasting Power of Attorneys, Funeral Plans.

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Astute Money Financial Planning Ltd

Plymouth

NHS Offer: 20% discount off our normal fee structure for NHS staff.

Based within five minutes walk of Derriford Hospital at Plymouth Science Park, Astute Money Financial Planning are a highly experienced firm of financial planners specialising in the world of investment and retirement planning. If you need help with your financial planning, whether this be planning for the future or a more immediate concern please come and have a coffee and a chat.

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Beacon Wealth Management Ltd

Kimbolton

NHS Offer: 10%

Chartered, Independent Financial Advisers, offering a guiding light in Financial Planning, Pensions, Investments and Portfolio Management. We have an in-house investment team who have over 10 years experience of Ethical Investing as well as Whole of Market. Complimentary initial meeting to see how we can help you arrange your finances.

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Blenheim Wealth Management Ltd

Kidlington

NHS Offer: The initial appointment is free

We are a Partner Practice of the prestigious St. James's Place Wealth Management, one of the UK’s most prestigious wealth management organisations. Together we specialise in meeting the financial needs of people who have created significant capital, or who earn high incomes and whose circumstances are therefore more complicated than most. Blenheim Wealth Management Ltd provides advice on Investments, Pensions, Inheritance Tax Planning, Mortgages and certain types of specialist Insurance. For further details, please see the ‘Services’ section. It’s our mission statement to treat each client as our only client and we therefore do not impose ‘client criteria’. Whatever your circumstances, and wherever you are on the life cycle we’d be delighted to help. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. To arrange a face-to-face meeting with a fully qualified, experienced adviser please call 01865 370708.

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Craig Johnston Asset Management Ltd

Ayr

NHS Offer: Free initial meeting regarding mortgages, pension or investment advice. 25% discount on mortgage/remortgage fees.

We are a firm of financial advisers based in Ayrshire, and we are happy to see clients anywhere in the central belt of Scotland (Ayrshire through to West Lothian). Craig Johnston Asset Management Ltd (CJAM Ltd) has a niche position in providing financial advice on pensions and investments, specifically the outsourcing of investments to portfolio investment management specialists with whom we work very closely. We have recently branched out into offering mortgage advice, life cover and household insurance. Our clients are range from first time buyers through to professional and/or retired individuals. We are regulated and authorised by the Financial Conduct Authority (FCA number 609086).

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Edinburgh IFA

Edinburgh

NHS Offer: Edinburgh IFA would like to offer all NHS staff the following discount and bonus. When you use one of our independent financial advisors to take out any protection product, we will: 1. Give you back 1 month's worth of premiums in cash. 2. Give 1 month's worth of premiums to one of our UK charity partners. The protection products included in this offer are: - Life insurance - Critical illness insurance - Over 50s/funeral plan cover - Income protection cover - Private medical insurance - General home and contents insurance. This offer also covers joint policies if you would like to include your partner and family members.

We connect people with the best independent financial advisors in Edinburgh, Scotland and all across the UK. All our financial advisors are independent, impartial, trustworthy and fully FCA regulated.

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KPW Investments

Glasgow

NHS Offer: Free initial meeting and 10% discount off total fee.

Independent Stockbrokers and Financial Advisers offering advice on: Life Assurance Investments Pensions Long Term Care Planning

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LOGIC WEALTH PLANNING

Heywood

NHS Offer: For advice and guidance with all your Financial matters, and to help you understand your options, an initial consultation is free of charge.

Don’t take chances when it comes to Finances ! Contact us for professional independent,help and guidance on all your Financial matters, including : Pensions, Investments, Equity Release, Income Protection, Mortgages and Estate Planning

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Medical & Executive Financial Services

High legh

NHS Offer: A free initial consultation and £50 off our initial fees.

The partners at Medical & Executive Financial Services have been providing independent financial advice to the medical profession for over 40 years. We provide tailored financial solutions on all aspects of financial planning.

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Smith and Pinching

Norwich

NHS Offer: £250 off our INITIAL fee (to qualify for the discount please quote NHSMKT and send us a copy of your NHS payslip)

As one of the largest firms of Chartered Financial Planners in the East of England, we offer financial advice to individuals and business owners. Our services are distinctive, professional, and robust, delivered with a personal touch. We take our responsibilities very seriously and strive to provide the best possible service to each client.

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Trafford Investments Ltd

Hinckley

NHS Offer: Our initial meeting with you to review your finances is free. We have been helping NHS staff for nearly 30 years with advice on mortgages, Insurances, savings plans and investments

Trafford Investments Ltd are a friendly family firm of Independent financial advisers established in 1987. We can help and advise you regarding Mortgages, Pensions, Investments and Life Insurance. Our advisers will research the whole of the UK market to offer you the most suitable unbiased advice to meet your needs and requirements.

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Blenheim Wealth Management Ltd, Kidlington

Kidlington Offer - The initial appointment is free
We are a Partner Practice of the prestigious St. James's Place Wealth Management, one of the UK’s most prestigious wealth management organisations. Together we specialise in meeting the financial...

LOGIC WEALTH PLANNING, Heywood

Heywood Offer - For advice and guidance with all your Financial matters, and to help you understand your options, an initial consultation is free of charge.
Don’t take chances when it comes to Finances ! Contact us for professional independent,help and guidance on all your Financial matters, including : Pensions, Investments, Equity Release, Income...

Trafford Investments Ltd, Hinckley

Hinckley Offer - Our initial meeting with you to review your finances is free. We have been helping NHS staff for nearly 30 years with advice on mortgages, Insurances, savings plans and investments
Trafford Investments Ltd are a friendly family firm of Independent financial advisers established in 1987. We can help and advise you regarding Mortgages, Pensions, Investments and Life...

KPW Investments, Glasgow

Glasgow Offer - Free initial meeting and 10% discount off total fee.
Independent Stockbrokers and Financial Advisers offering advice on: Life Assurance Investments Pensions Long Term Care Planning

Astute Money Financial Planning Ltd, Plymouth

Plymouth Offer - 20% discount off our normal fee structure for NHS staff.
Based within five minutes walk of Derriford Hospital at Plymouth Science Park, Astute Money Financial Planning are a highly experienced firm of financial planners specialising in the world of...

Beacon Wealth Management Ltd, Kimbolton

Kimbolton Offer - 10%
Chartered, Independent Financial Advisers, offering a guiding light in Financial Planning, Pensions, Investments and Portfolio Management. We have an in-house investment team who have over 10...

Edinburgh IFA, Edinburgh

Edinburgh Offer - Edinburgh IFA would like to offer all NHS staff the following discount and bonus. When you use one of our independent financial advisors to take out any protection product, we will: 1. Give you...
We connect people with the best independent financial advisors in Edinburgh, Scotland and all across the UK. All our financial advisors are independent, impartial, trustworthy and fully FCA...

Craig Johnston Asset Management Ltd, Ayr

Ayr Offer - Free initial meeting regarding mortgages, pension or investment advice. 25% discount on mortgage/remortgage fees.
We are a firm of financial advisers based in Ayrshire, and we are happy to see clients anywhere in the central belt of Scotland (Ayrshire through to West Lothian). Craig Johnston Asset Management...

Smith and Pinching, Norwich

Norwich Offer - £250 off our INITIAL fee (to qualify for the discount please quote NHSMKT and send us a copy of your NHS payslip)
As one of the largest firms of Chartered Financial Planners in the East of England, we offer financial advice to individuals and business owners. Our services are distinctive, professional, and...

Medical & Executive Financial Services, High legh

High legh Offer - A free initial consultation and £50 off our initial fees.
The partners at Medical & Executive Financial Services have been providing independent financial advice to the medical profession for over 40 years. We provide tailored financial solutions on...

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