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Top Independent Financial Advisers in Stratford-upon-Avon

A comprehensive list of Stratford-upon-Avon based financial consultants and advisers offering pension, mortgage, insurance, tax and financial planning & management financial advice services. Read unbiased reviews of local IFAs.

If you are looking for an independent financial adviser or for help with your pension, inheritance tax planning or savings and investment strategies you are in the right place. At DHM we pride ourselves on being truly independent able to offer information and advice on products from hundreds of providers of pensions, mortgages, protection and investment products.
We are an independent company offering a wide range of investment management, stockbroking and financial planning services, which means that we are able to cater for all of your financial requirements. Whether you'd like to sell some shares, you want some advice regarding your pension, or you'd like to employ us to look after all your financial affairs via our Wealth Management facility, Caves have
Kristian Longden — I have been using Caves for financial advice for a number of years, and have always been hugely impressed by their care and
We are an experienced team of financial advisers providing financial advice to individuals and businesses in Warwickshire and the local area. We are committed to putting clients at the heart of everything we do and to providing the best possible service. If you have any questions, would like to know more about us, or if you want to book an appointment, then please get in touch.