All Professionals in Financial Services
Expertise:
- Inheritance Tax Planning
- Income Protection
- investment planning
- family protection
- Investment
- Wealth Management
- Pensions
- Pension Transfers
- Pensions on Divorce
- ISA investments
- VCT & EIS
- Critical illness cover
- SIPP/SSAS
- Cash flow modelling
- Whole of life policies
- Whole of market
- Keyperson Insurance
- Trust Planning
- Estate planning
- Relevant Life Insurance
- shareholder protection
- Investment Bonds
- Pension Consolidation
- Business Protection Insurance
- Drawdown
Expertise:
- Mortgage & Protection Advice
- Income Protection
- Residential Mortgages
- Remortgages
- First Time Buyers
- Buy to Let mortgages
- Life Insurance
- Self Employed Mortgages
- Critical Illness Insurance
- Business Protection Insurance
- Adverse Credit Mortgages
Expertise:
- Asset Finance
- Business Loans
- Funding
- cash flow finance
- Trade Finance
- VAT & Corporation Tax Loans
- Invoice Finance
- Business Finance
- bridging finance
- Finance
- Lender criteria guidance
- Credit
- Personal Guarantees
- personal guarantee insurance
- Lending Responsibly
- lenders
- Funding and Finance
Andrew BEER
Mobius Group - Director
Company Size:
6 - 20 Employees
Company Turnover (£) :
100,000 - 500,000
Expertise:
- EOT
- Business Exit
- Exit planning and strategy
- Business Sale
- Independent Trustee
- Trustee
Steven John
Tide Group - Director
Company Size:
1 - 5 Employees
Company Turnover (£) :
500,000 - 1,000,000
Summary: I work with businesses to improve how they operate day to day — from the way they take payments and manage tills, through to accessing funding and…
Summary: I am a Financial Advisor based in Canterbury, Kent. I cover Kent and surrounding counties including London, Essex and Sussex. My areas of expertise…
Callum Dance DipPFS
Mount Stuart Wealth Management - Financial Planner
Company Size:
1 - 5 Employees
Company Turnover (£) :
1,000,000 - 10,000,000
Expertise:
- Inheritance Tax Planning
- Financial Planning
- Retirement Planning
- investment planning
- Protection and Insurance
- Pensions
- ISA's
- Investment Bonds
- Unit trusts
- Cash flow modelling
- workplace wellbeing
Expertise:
- Mortgage & Protection Advice
- Income Protection
- Self Employed Mortgages
- Mortgage Advice
- First Time Buyers
- Buy to Let mortgages
- Residential Mortgages
- Remortgages
- Life Insurance
- Critical Illness Insurance
Jamie lewis
Fiscal FX - Portfolio Manager
Company Size:
21 - 100 Employees
Company Turnover (£) :
1,000,000 - 10,000,000
Expertise:
- Currency Transfer
- Foreign Exchange Markets
- Trade Finance
- Hedging strategies
- Currency Management
- Cash management
- Portfolio Management
- Treasury and Risk Management
Summary: We are authorised and regulated by the Financial Conduct Authority (FCA) and have been helping businesses to raise vital growth finance since…
Richard Williams
One Stop Business Finance - Business Development Manager
Company Size:
21 - 100 Employees
Company Turnover (£) :
1,000,000 - 10,000,000
Summary: One Stop Business Finance is a business that helps SMEs get access to funding. Were other lenders see risk we see opportunities. We look at each case…
Expertise:
- Wealth Management
- Investment
- Protection
- Corporate Investment
- Pensions
- Inheritance Tax Planning
- Pension Planning
- Pension Transfers
- Tax Planning
Peter Etiaka
Opus Mortgage & Protection Ltd - Director
Company Size:
1 - 5 Employees
Company Turnover (£) :
up to 100,000
Expertise:
- Foreign National Mortgages
- ExPat Mortgages
- Complex Mortgages Expert
- Limited Company Buy to Let
- SPV Mortgage Exppert
- Relevant Life Insurance
- Contractor Mortgages
- Private Health Insurance
- commercial property finance
- Portfolio Landlords Mortgages
- Complex Income Mortgages