All Professionals in Financial Services
Expertise:
- Bookkeeping & payroll services
- Due Diligence
- income tax
- financial review
- Family Office Maintenance
- Strategic & Business Planning
- Exit planning and strategy
- Financial Accounting
- Corporate Governance
- Record to Report (R2R) Process
Expertise:
- Inheritance Tax Planning
- Income Protection
- Wealth Management
- family protection
- Investment
- ISA's
- Pensions on Divorce
- investment planning
- Pension Transfers
- Pensions
Expertise:
- Pension Advice
- INvestment management
- Investment Advice
- cashflow modelling
- Life Assurance
- Protection advice
- Estate planning
- Inheritance Tax Planning
- Inheritance Tax IHT
- Inheritance Tax Stratagies
- Pension Consolidation
- Tax Efficient Investments
- Income Protection
Lily Patrick
Stratagem Intelligent Income Strategies Limited - Operations Director
Company Size:
1 - 5 Employees
Summary: Dedicated to optimising your bottom line, our professional services are designed to save businesses and commercial property owners substantial sums…
Expertise:
- Business Finance Solutions
- Invoice Financing
- Secured Lender
- Own Book Lending
- Flexible Solutions
- Look at all applications
Expertise:
- Marketing
- Sales & Marketing
- Finance
- Business management
Expertise:
- Inheritance Tax Planning
- family protection
- Investment
- ISA's
- Financial Planning
- Personal Growth
- Business Protection
- Mortgage protection
- Life Insurance
- cashflow modelling
- Pensions
- Investment Bonds
- Tax Planning
Summary: I started my career as a trainee with P. H. Mehendale & Co. After a short stint in an external consulting firm where I handled Taxation, Payroll,…
Joshua Sumner
92 finance - Director
Company Size:
1 - 5 Employees
Company Turnover (£) :
up to 100,000
Expertise:
- Mortgage & Protection Advice
- Finacial advice
- Broker
- Mortgage
- Insurance Advice
- Life and Health Protection
- Life and health insurance
- Home Insurance
- Finance broker
Expertise:
- Corporate Finance
- M & A
Gary Bourke
Crowther Mayoh Financial Services - Financial Planning Consultant
Company Size:
1 - 5 Employees