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- Property
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Financial planning and pensions
Whether you are looking to pull your various pension pots together in preparation for your retirement, or looking for financial advice in relation to tax or pension contributions, Caroola Financial Planning can help you understand your pensions better and meet your retirement expectations.
- Dedicated Financial Advisor
- Virtual appointments
- Free consultation
- Whole of market
Caroola Financial Planning is a trading style of Cheetham Jackson Ltd (FRN514951) which is authorised and regulated by the Financial Conduct Authority. We are independent for investment and pension business, and when looking to address protection needs, we will provide advice based on fair analysis of the market. The Financial Conduct Authority does not regulate taxation advice, wills or trusts.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change.
The Financial Conduct Authority does not regulate on Estate Planning.
Wealth management and pensions
Isamor Planning Services Ltd is a not-for-profit wealth management provider for businesses and individuals across the UK. Their aim is to help you achieve your financial goals and build long-term wealth through holistic investment strategies and financial planning.
- Dedicated Financial Advisor
- Face-to-face appointments
- Virtual appointments
- Free 30 minute consultation
Isamor Financial Planning Services Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register under reference 985723. Registered office: 9 Cavendish Avenue, London, N3 3QP. Registered in England and Wales Number: 13634450.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change.
The Financial Conduct Authority does not regulate on Estate Planning.
Pensions, tax and investments
Contractor Wealth are financial experts who can help you ensure you have the appropriate financial planning in place. They specialise in advising contractors and freelancers, so you can be sure that you are in safe hands with an adviser who understands you and your remuneration structure.
- Rated 4.8 on Feefo
- Dedicated Financial Advisor
- Virtual appointments
- Free financial health check
Contractor Wealth Management Ltd is registered in England and Wales. Company Number 07773485. Registered Address 3 Turnberry House Parkway, Whiteley, Fareham, England, PO15 7FJ
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change.
The Financial Conduct Authority does not regulate on Estate Planning.
Online investment platform for shares, SIPPs, and ISAs
Whether you are looking for a general trading account, a managed or self-managed, ISA or a Self-Invested Personal Pension (SIPP), ii has got you covered with a low, flat fee that lets you keep more of your money. With over 400,000 investors already making the most of ii to take control of their financial future, why not join them?
- 6 months free*
- Low monthly flat-fee
- Which? Recommended SIPP provider
- Rated Excellent on Trustpilot
*6 months free when opening a SIPP, ISA or GIA account
Brokerage Services provided by Interactive Investor Services Limited, incorporated in England and Wales with company number 2101863. Registered office: 201 Deansgate, Manchester, M3 3NW. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN, United Kingdom (Financial Services Register Firm Reference Number 141282).
Please be aware of the risks involved. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. If you are unsure about the suitability of a particular investment or think you need a personal recommendation, you should speak to a suitably qualified financial adviser.
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Mortgage brokers
Every independent professional is different, and every mortgage is different. That’s why CMME mortgages are always made to measure – handmade by their expert advisors. They have worked for over 18 years directly with lenders to ensure that those who choose to work independently aren’t penalised when choosing their next mortgage.
- £100 discount
- Whole of market broker
- Mortgage calculator tool
- Rated 5/5 on Feefo
Your property may be repossessed if you do not keep up repayments on your mortgage. CMME is a trading name of CMME Mortgages and Protection Limited part of the Onedome Group. Authorised and regulated by the Financial Conduct Authority (FCA reg. 414798). Registered in England No. 04886692. Registered Office: 3 Turnberry House, 4400 Parkway, Whiteley, Hampshire, PO15 7FJ. Please be aware that Commercial Mortgages, Overseas Mortgages and some Buy To Let Mortgages are not regulated by the Financial Conduct Authority.
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All-in-one HomeBuyer Service
OneDome's HomeBuyer service offers everything you need to purchase a property, all in one package. This includes securing your mortgage, handling legalities and surveys, and a trained Property Moving Assistant managing the entire transaction from start to finish - all for just £899 (usually £999 without our discount).
- £100 discount
- Buyers protection insurance of £2,250
- No sale, no fee on legal & mortgage work
- Save up to £2,500
Your home may be repossessed if you do not keep up repayments on your mortgage. The OneDome HomeBuyer Service covers the cost of mortgage advice and the submission of a mortgage application, conveyancing base legal fees for a buy transaction and OneDome’s Property Moving Assistant services. The OneDome HomeBuyer Service Plus covers the cost of mortgage advice and the submission of a mortgage application, conveyancing base legal fees for both a buy and sell transaction and OneDome’s Property Moving Assistant services. The purchase of a property (a ‘buy’ transaction) is covered by the OneDome Guarantee which provides cover up to £2,250 in the event the property transaction falls through – terms and conditions apply, visit https://www.onedome.com/services/onedome-guarantee/. Additional fees may be applicable depending on your circumstances and type of transaction. To qualify for the HomeBuyer Service or HomeBuyer Service.
Plus, customers must satisfy certain mortgage eligibility criteria which will be assessed during the initial call with a Property Moving Assistant and mortgage adviser. The price of the HomeBuyer Service is £999 (inc VAT). The price of the HomeBuyer Service Plus is £1,699 (inc VAT). *Additional fees may be charged for non-standard cases. OneDome Ltd or Your conveyancer will advise you prior to engagement if this is the case. The provision of the HomeBuyer and HomeBuyer Plus Service is subject to contract.
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HomeSelling 360°
HomeSelling 360° provides everything you need to sell your property, all packaged into one simple service. OneDome will get your property valued and marketed by top local estate agents, ensure your property is legally ready for sale, and manage the entire process from start to finish at no extra cost.
- £100 discount
- Complete faster than average
- Dedicated moving assistant
- Rated Excellent on Trustpilot
Bank 1 offers comprehensive coverage with a low premium and fast approval process.
Mortgages and home insurance
Whether you are a first-time buyer, looking to re-mortgage, move home, invest in a buy-to-let property or source a secured loan, Cleerly will find you the right mortgage and protection solution. Cleerly specialise in finding the best mortgage options for contractors, locums and professionals with complex income.
- Enhanced lending multiples
- Deposits as low as 5%
- Mortgage calculator tool
- Rated Excellent on Trustpilot
Your property may be repossessed if you do not keep up repayments on your mortgage. Cleerly is a trading name of Cleerly Limited. Authorised and regulated by the Financial Conduct Authority (FCA reg. 920694). Registered in England No. 11453383. Registered Office: Ground Floor, 3 Victory Park, Solent Way, Whiteley, Fareham, England, PO15 7FN. Please be aware that Commercial Mortgages, Overseas Mortgages and some Buy to Let Mortgages are not regulated by the Financial Conduct Authority.
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Income protection and life cover
Protection planning is essential to secure your financial future and that of your family. Whether it's safeguarding your loved ones in the event of death, protecting the contributions of key individuals, or ensuring financial business security, Caroola Financial Planning will help you structure your protection so you have peace of mind.
- Dedicated IFA
- Tax efficient
- Free 30 minute consultation
- Whole of market
Caroola Financial Planning is a trading style of Cheetham Jackson Ltd (FRN514951) which is authorised and regulated by the Financial Conduct Authority. We are independent for investment and pension business, and when looking to address protection needs, we will provide advice based on fair analysis of the market. The Financial Conduct Authority does not regulate taxation advice, wills or trusts.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change.
The Financial Conduct Authority does not regulate on Estate Planning.
Income protection and life cover
Protection planning is all about making sure that you and your loved ones are financially secure in the face of life's challenges. It involves taking steps to safeguard your income, protect your assets, and provide for your family in the event of illness, injury, or even death. Isamor is a not-for-profit financial advice firm that can help you determine which protection routes are best suited to your needs, so you can feel more financially secure and prepared for whatever life throws their way.
- Dedicated IFA
- Tax efficient
- Free consultation
- Not-for-profit
Isamor Financial Planning Services Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register under reference 985723. Registered office: 9 Cavendish Avenue, London, N3 3QP. Registered in England and Wales Number: 13634450.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change.
The Financial Conduct Authority does not regulate on Estate Planning.
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Home buyers protection
Whether you’re looking for advice on putting financial protection in place or simply want to review your current protection arrangements to check they are still adequate, speak to CMME today. CMME can help you identify the right protection products and services for you and your family, giving you complete financial and emotional peace of mind.
- Tax efficient
- Free, no obligation chat
- ‘Fast track’ access to underwriters
CMME is a trading name of CMME Mortgages and Protection Limited part of the Onedome Group. Authorised and regulated by the Financial Conduct Authority (FCA reg. 414798). Registered in England No. 04886692. Registered Office: 3 Turnberry House, 4400 Parkway, Whiteley, Hampshire, PO15 7FJ.
Life and income protection
Cleerly offers protection solutions to ensure that you are covered now and in the future. You can select from a range of coverage options, both short-term and long-term, to suit your requirements. During unforeseen and distressing circumstances, insurance can lessen the financial strain on your family, granting peace of mind and stability.
- Tax efficient
- Two decades of experience
- Tailored to you
Cleerly is a trading name of Cleerly Limited. Authorised and regulated by the Financial Conduct Authority (FCA reg. 920694). Registered in England No. 11453383. Registered Office: Ground Floor, 3 Victory Park, Solent Way, Whiteley, Fareham, England, PO15 7FN.
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Health insurance
Becoming ill can be one of the most frightening experiences you and your family can go through. The advisors at Caroola Financial Planning can help you make sure you have the right cover in place, to ensure that you receive the medical care you and your family need.
- Private GP
- Access specialist treatment
- Get treated quickly
- Use alongside the NHS
Caroola Financial Planning is a trading style of Cheetham Jackson Ltd (FRN514951) which is authorised and regulated by the Financial Conduct Authority. We are independent for investment and pension business, and when looking to address protection needs, we will provide advice based on fair analysis of the market. The Financial Conduct Authority does not regulate taxation advice, wills or trusts.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change.
The Financial Conduct Authority does not regulate on Estate Planning.
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Umbrella support and cover
At IPSE we communicate the issues that are important to you at the highest levels of government. Campaigning on your behalf on key issues such as IR35, pensions and choosing how you work. We get your voice heard and make change happen. Enjoy annual Umbrella membership for £227.50 when you use the promo code IA-PAR at the IPSE checkout.
- 12.5% discount with code IA-PAR
- Run-off IR35 enquiry and tax cover
- Jury service cover
- Umbrella default cover
IPSE is registered in England and Wales, no 03770926. Lynton House, 7-12 Tavistock Square, London WC1H 9LT
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HMRC investigation protection
IPSE provides comprehensive protection against investigations by HMRC into your tax returns and disputes into IR35, including historical contracts. With cover for legal fees and compensation for loss of earnings due to compliance meetings you can rest assured that your membership has you fully covered for the past and future engagements.
- Up to £100k cover legal fees
- £500 per day for loss of earnings
- Tax pre-dispute cover
- 24/7 tax & legal helplines
IPSE is registered in England and Wales, no 03770926. Lynton House, 7-12 Tavistock Square, London WC1H 9LT
Refer a friend and get £50 each!
Know someone who needs an umbrella company?