Pensions Advisers
Mortgage Advisers Ethical Advisers Long Term Care Female IFAs
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Pensions Advisers
Mortgage Advisers Ethical Advisers Long Term Care Female IFAs
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| Sunday Independent Financial Advisors Ltd  Address: Newport & Surrounding NP Postcode Areas Telephone: 01291 630350 (Office) Telephone: 07977 221913 (Mobile) E-mail: john.gaulton@sundaygroup.com  Visit our Web Site:
www.jg-sundayifa.co.ukContact: John Gaulton General information John Gaulton has been an independent financial adviser for the past 20 years approximately and he has worked in finance all my career. Based in Chepstow, Monmouthshire he covers predominantly South Wales, the West Midlands and the South West, although he has clients further afield including London. He has built up an established loyal client bank based on client recommendations and professional introductions. He has industry recognised qualifications at advanced level in Investment and Retirement Planning. This enables him to provide holistic solutions to his client’s financial needs and aspirations. Inheritance Tax mitigation, Investment, and advising on the many complex areas of retirement planning are areas in which he particularly enjoys working. He also advises business owners and corporate clients. “If I can be of service to you, your family, or your business please feel free to contact me for an initial discussion." Sunday Independent Financial Advisors Ltd is a privately-owned personal financial planning specialist. As an independent company we have no direct ties with any financial services product providers. This gives our advisors access to the whole market place and enables them to select the most suitable product to meet our clients current needs and circumstances. At Sunday we are proud of our reputation within the financial services sector and the level of service we offer clients. Our financial advisors’ key objective is to help clients generate wealth and secure their futures. Our advisors undergo a rigorous selection procedure and all new advisors must adhere to a strict code of conduct. We strive to recruit the best in the business and aim to bring you the best possible financial advice. Our philosophy is based on three fundamental principles: Life-long relationships A good financial advisor is a valuable asset. At Sunday, we aim to build long-term relationships with all our clients. We want you to feel as comfortable with our advisors as you do with the advice they give. Integrity We give honest, straight-forward advice, based on a frank assessment of your financial situation. We guide, we don’t push. We recruit people of high professional calibre and personal integrity, which provides peace of mind for our clients and creates a trusting, open relationship amongst our teams. Independence As a privately-owned organisation, Sunday is completely independent. We work for ourselves, not for third parties. We are not bound to any product provider, which means our recommendations are completely unbiased. Sunday offers clients a broad range of personal financial planning expertise: Personal Financial Management Sunday clients know that good financial management and regular reviews are key to achieving financial security. Regular reviews can be arranged at your request. Savings and Investment Sunday advisers will help you strike the balance between returns and long term investment security. Protection Planning Sunday could help you safeguard your assets and investments in the event of redundancy. We could also advise on how to secure your family’s future in the event of serious illness or death. Retirement Planning Funding retirement is a big financial responsibility. At Sunday we help our clients make adequate provision, giving them peace of mind for the future. Tax Services At Sunday we cover all tax issues relating to income, capital gains and inheritance tax - so you know you aren’t paying more than you should. Telephone: 0870 429 6011 Fax: 0870 429 6013 Registered in England No. 4640269 Authorised and regulated by the Financial Services Authority (No: 230623) The Financial Services Authority does not regulate taxation or trust advice. |
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