Exclusively for NHS staff

NHS Discounts: Independent financial advisers

13 businesses offer NHS staff discounts on Independent financial advisers across 12 towns and cities. The most offers are in Glasgow, Leatherhead, Haxby, york, Congleton.

13 businesses
12 towns & cities
0 nationwide or online

All Offers in This Category

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

A Plus Financial Advice Ltd

Strathclyde business park

NHS Offer: Initial meeting to establish your needs is provided at NO COST to you. Any subsequent protection recommendations are funded by the insurance company and any subsequent investment recommendations will be discounted on a sliding scale up to 50% depending on amounts involved.

Working with a professional Independent Financial Adviser can be an extremely rewarding and valuable experience for you and your family. At A Plus we provide face-to-face completely independent financial advice across the 'whole of market' spectrum including Investments, Pensions, Protection and Mortgages. Our range of financial services is specifically designed around the 'financial journey'. We understand the complexity of many of the financial choices life throws at you along the way; your mortgage, saving for children, long-term savings, retirement planning and pensions. Whatever your situation, we tailor our expert, independent advice to best suit your needs. We translate complex financial jargon into plain English so that you can quickly understand any recommendations we make.

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Alpha Independent Financial Planning Ltd

Middlesbrough

NHS Offer: We offer a Free Initial Consultation to NHS staff

We are Independent Financial Advisers who specialise in Pensions, Investments/Savings, Mortgage and Protection. We have had over 15 years experience dealing with local government staff which includes NHS, Teachers ect.

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Anderson Sinclair & CO LLP

Leatherhead

NHS Offer: Free no Cost no obligation Initial Meeting

Anderson Sinclair were established in 1970 to advise individuals and small businesses on their investments, pensions, protection and mortgage needs. Both our advisers have been with the company for 15 years or more. If you want to speak to one of our two advisers about your requirements please do get in contact.

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Coleman Financial Services

Poole

NHS Offer: Free Pension, Investment and Financial Health check and a free Mortgage Review plus £50 discount on our implementation fees.

Coleman Financial Services are a long-established firm of highly qualified independent financial advisers that has extensive technical knowledge and many years' practical experience. We believe in dealing with you fairly and in an honest, straightforward way. We also believe that your needs are completely unique. So we base our professional financial advice upon a detailed understanding of your distinct requirements. We believe this gives you the best possible chance of achieving your financial and lifestyle goals.

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Corporate Benefits Consulting Ltd

Glasgow

NHS Offer: Initial meeting free of charge.

Corporate Benefits are a firm of Chartered Financial Planners who specialise in providing Pension and Retirement Planning advice. Our objective is to ensure that individuals can plan for their retirement with confidence. We are able to advise on all aspects on the new Pension Freedoms as well as providing advice on both Annual Allowance and Lifetime Allowance issues.

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Corville Wealth Management

Haxby, york

NHS Offer: 20% off all initial fees

Our aim is to offer clients a truly professional & friendly service, making the complex world of Financial Advice easier to understand. Corville Wealth Management is the trading style of Corville Financial Services Limited, which was established in 1991. Then in August 2012 we acquired the goodwill of Hallmark Limited a long established IFA firm in York. We moved to our new office in Haxby in December 2012. We offer financial advice to a wide range of clients, both individual and corporate. We have built our reputation and continued success on client referrals, as we believe regular servicing of existing client needs is paramount. We offer advice in all aspects of Financial Planning, including, retirement planning, savings and investments, protection, long term care, Inheritance Tax Planning & Corporate financial Planning. We also run our own bespoke fund portfolios which have a proven track record of performance since launch in March 2009. Please visit our website for the portfolio performance and a free review of your own investment portfolios.

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Cotswolds

Boston

NHS Offer: No charge for first appointment Healthy 25% discount on initial fees Safe advice guarantee. Call now for more information.

Cotswold Financial Services was incorporated on the 3rd of October 1990 and since has been providing quality financial advice for over two decades. We offer advice on hundreds of different products: Mortgages, Pensions, Investments, Tax Planning, Enhanced Annuities, Wealth Management. We are not accountants - they make sure your returns are correct, we make sure your tax returns are appropriately low. Call a local IFA today and see how much value we can add!

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EA Financial Solutions Ltd

North finchley

NHS Offer: 10% reduction on our standard fees.

We provide financial advice to consumers on all their financial planning needs. Whether you are looking for advice on a specific area such as retirement planning, savings and investments, life insurance, mortgages (including shared ownership), inheritance tax planning or need a general review of your finances, we have a wealth of experience in the Company to assist you. We know that you are busy individuals working unusual hours and will therefore be happy to arrange meetings at times and locations that suit your needs.

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I.F.A. Consultancy Centre Ltd

Glasgow

NHS Offer: a full free consultation meeting in relation to pension and Investment planning and 30% discount on all fee related advice.

As an experienced and well respected financial services company we offer advice in all aspects of financial planning via Pensions, Investment, taxation, mortgages and general protection cover. Despite all the publicity from the Media and Government, many of us are not on target to meet our retirement needs. The fact that we are all on course to live longer means we need to provide income for longer, a fact that many have overlooked. For this reason, retirement planning via superannuation or person pensions may be suitable to meet these needs. Basically, this is a tax efficient way of saving for the future that can be funded by single or regular payments and should grow in value towards building your retirement fund. At retirement you can then consider how you access your income. As Independent financial advisers with a combined experience of over 60 years, we can provide all the information and advice you need to plan your ideal retirement.

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Malbon Townsend Limited

Congleton

NHS Offer: Mortgage advice fee reduced from £500 to £350

Providing Independent Financial Advice since 1976

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NLP Financial Management

London

NHS Offer: Free initial consultation for all enquiries and 20% off our fees for advice on NHS pensions.

NLP Financial Management Limited is an award winning boutique firm of Independent Financial Advisers, that offers a rare mix of financial planning and portfolio management services designed to ensure that clients receive comprehensive holistic advice in every aspect of their financial affairs. We have extensive experience of dealing with NHS pensions, helping members plan efficiently for retirement.

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Phoenix Financial Services (UK) Ltd

Sandbach

NHS Offer: First consultation at advisers own cost

Founded in 2003, we are Independent Financial Advisers with over 65 years combined experience in Financial Services. Operating from our offices in Sandbach and Sale, we offer holistic financial advice, aligned precisely with the needs of our clients. We have in excess of 250 active investment clients, with funds under management in excess of £18m (December 2014). The principal services that we offer are •Investments •Savings •Pensions and Retirement Planning •Mortgages •Protection •Equity Release •Long Term Care •Trusts and Estate Planning Our first consultation with you is free. Prior to undertaking any work, we will explain to you the costs of our services

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Select Wealth Managers

Livingston

NHS Offer: We are offering all NHS Staff a free initial consultation and 25% off the initial advice fee.

Select Wealth Managers are Independent Financial Advisers (IFAs) specialising in Pension and Investment Advice. Our head office is at Deer Park, Livingston.

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Select Wealth Managers, Livingston

Livingston Offer - We are offering all NHS Staff a free initial consultation and 25% off the initial advice fee.
Select Wealth Managers are Independent Financial Advisers (IFAs) specialising in Pension and Investment Advice. Our head office is at Deer Park, Livingston.

Coleman Financial Services, Poole

Poole Offer - Free Pension, Investment and Financial Health check and a free Mortgage Review plus £50 discount on our implementation fees.
Coleman Financial Services are a long-established firm of highly qualified independent financial advisers that has extensive technical knowledge and many years' practical experience. We believe...

EA Financial Solutions Ltd, North finchley

North finchley Offer - 10% reduction on our standard fees.
We provide financial advice to consumers on all their financial planning needs. Whether you are looking for advice on a specific area such as retirement planning, savings and investments, life...

Cotswolds, Boston

Boston Offer - No charge for first appointment Healthy 25% discount on initial fees Safe advice guarantee. Call now for more information.
Cotswold Financial Services was incorporated on the 3rd of October 1990 and since has been providing quality financial advice for over two decades. We offer advice on hundreds of different...

Corville Wealth Management , Haxby, york

Haxby, york Offer - 20% off all initial fees
Our aim is to offer clients a truly professional & friendly service, making the complex world of Financial Advice easier to understand. Corville Wealth Management is the trading style of...

A Plus Financial Advice Ltd, Strathclyde business park

Strathclyde business park Offer - Initial meeting to establish your needs is provided at NO COST to you. Any subsequent protection recommendations are funded by the insurance company and any subsequent investment...
Working with a professional Independent Financial Adviser can be an extremely rewarding and valuable experience for you and your family. At A Plus we provide face-to-face completely independent...

NLP Financial Management, London

London Offer - Free initial consultation for all enquiries and 20% off our fees for advice on NHS pensions.
NLP Financial Management Limited is an award winning boutique firm of Independent Financial Advisers, that offers a rare mix of financial planning and portfolio management services designed to...

Malbon Townsend Limited, Congleton

Congleton Offer - Mortgage advice fee reduced from £500 to £350
Providing Independent Financial Advice since 1976

Phoenix Financial Services (UK) Ltd, Sandbach

Sandbach Offer - First consultation at advisers own cost
Founded in 2003, we are Independent Financial Advisers with over 65 years combined experience in Financial Services. Operating from our offices in Sandbach and Sale, we offer holistic...

Anderson Sinclair & CO LLP, Leatherhead

Leatherhead Offer - Free no Cost no obligation Initial Meeting
Anderson Sinclair were established in 1970 to advise individuals and small businesses on their investments, pensions, protection and mortgage needs. Both our advisers have been with the company...

Corporate Benefits Consulting Ltd, Glasgow

Glasgow Offer - Initial meeting free of charge.
Corporate Benefits are a firm of Chartered Financial Planners who specialise in providing Pension and Retirement Planning advice. Our objective is to ensure that individuals can plan for their...

Alpha Independent Financial Planning Ltd, Middlesbrough

Middlesbrough Offer - We offer a Free Initial Consultation to NHS staff
We are Independent Financial Advisers who specialise in Pensions, Investments/Savings, Mortgage and Protection. We have had over 15 years experience dealing with local government staff which...

I.F.A. Consultancy Centre Ltd, Glasgow

Glasgow Offer - a full free consultation meeting in relation to pension and Investment planning and 30% discount on all fee related advice.
As an experienced and well respected financial services company we offer advice in all aspects of financial planning via Pensions, Investment, taxation, mortgages and general protection...

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