All Professionals in Financial Services
Expertise:
  • Pension Advice
  • Inheritance Tax Planning
  • Investment Planning
  • Tax Planning
  • Equity Release
  • Long Term Care planning
  • Mortgage & Protection Advice
  • Trusts & Estate Planning
  • Postings (5)
Manny Lidhar Almeida Advisory - Owner Company Size: 1 - 5 Employees
Expertise:
  • M&A
  • Strategic Business Planning
  • Exit Planning
  • Corporate Finance
  • Investment Banking
  • Business Sales
  • Strategy
  • Strategic & Business Planning
  • debt advisory
  • Capital raising
  • Real Estate
  • CFO Services
Andriy Panasenko Renaissance Advisory Services Limited - Founder and Managing Director Company Size: 1 - 5 Employees Company Turnover (£) : 100,000 - 500,000
Expertise:
  • Cost & Efficiency Savings
  • Cost Cutting
  • Procurement & Supply Chain
  • Cost Control
  • Increase Efficiency
  • Supply Chain
  • Procurement Consultancy
  • Private Equity
  • private equity fund
  • Private Equity Secondary Market
  • Venture Capital
  • Venture Capital Finance
  • Hedge Funds
  • Strategy Consulting
  • Strategic Advisory
  • Strategic & Business Planning
  • Finance Transformation
  • M&A and Divestments
  • M&A Integrations
  • Zero-Based Budgeting (ZBB)
  • Due Diligence
  • Forensic Accounting
  • Tech Advisory
  • Technology Consulting
  • AI Agents
  • Artificial Intelligence (AI)
  • Consulting and Partnership
  • Business Setup in Dubai
  • Exit planning and strategy
  • Value Creation
  • value creation plan
  • Testimonials (1)
  • Postings (9)
Gary Poyntz Gary Poyntz Mortgage and Protection Limited - Owner Company Size: 1 - 5 Employees Company Turnover (£) : up to 100,000
Expertise:
  • Mortgage & Protection Advice
  • Income Protection
  • Residential Mortgages
  • Remortgages
  • Life Insurance
  • Critical Illness Insurance
  • Self Employed Mortgages
  • First Time Buyers
  • Buy to Let mortgages
  • Family Income Benefit
  • General Insurance
  • Adverse Credit Mortgages
  • Postings (8)
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
  • Testimonials (1)
  • Postings (4)
Expertise:
  • Inheritance Tax Planning
  • Wealth Management
  • Pensions
  • ISA's
  • investment planning
  • Investment
  • family protection
  • Pension Transfers
  • Income Protection
Expertise:
  • Residential Mortgages
  • Commercial mortgages
  • Bridging Loans
  • Development Finance
  • Asset Finance
  • shareholder protection
  • Relevant Life Insurance
  • Key Person Protection
  • Income Protection
  • Critical Illness Insurance
  • Life Insurance
  • Private Health Insurance
  • Group Benefits
  • Group Life Cover
  • Group Private Health Insurance
Gary Parker The FSE Group - BDM Company Size: 21 - 100 Employees

Summary: We are authorised and regulated by the Financial Conduct Authority (FCA)  and have been helping businesses to raise vital growth finance since 2002.…

Nalan sasikaran somerset financial services - Director Company Size: 1 - 5 Employees Company Turnover (£) : 10,000,000 - 100,000,000
Expertise:
  • commercial mortgage broker
  • Residential Mortgages
  • Buy To Let
  • company mortgages
  • Business Loans
  • Bridging Loans
  • Invoicing
  • ASSET FINANCE / LEASING
Ben Gurney Adflex - Business Development Manager Company Size: 21 - 100 Employees Company Turnover (£) : 1,000,000 - 10,000,000
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
Expertise:
  • Wealth Management
  • Investment
  • Protection
  • Corporate Investment
  • Pensions
  • Inheritance Tax Planning
  • Pension Planning
  • Pension Transfers
  • Tax Planning
  • Testimonials (2)
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
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…

Expertise:
  • Insurance Advice
  • Life Insurance
  • Relevant Life Insurance
  • Key Person Protection
  • Lifestyle Financial Planning
  • business continuity
  • Business Protection
  • Corporate Financial Planning
  • shareholder protection
  • Group Life Assurance
  • Group Life
  • Owner Protection
  • Key Person Cover
  • Business loan protection
  • Loan Protection
  • Income Protection
  • Critical Illness Insurance
  • Serious Illness Cover
  • Executive Income Protection
  • Business Continuity Insurance
  • Whole-of-Market Broker
  • Testimonials (4)
  • Postings (3)