All Professionals in Financial Services
Adil Suhail, DipFA
Southover Wealth - Financial Planner
Company Size:
6 - 20 Employees
Company Turnover (£) :
500,000 - 1,000,000
Expertise:
- Inheritance Tax Planning
- Wealth Management
- Income Protection
- family protection
- Pension Transfers
- investment planning
- Pensions on Divorce
- ISA's
- Investment
- Trusts & Estate Planning
- Business & Personal Tax
- Retirement & Pension Planning
Expertise:
- Asset Finance
- Trade Finance
- Invoice Finance
- Business Loans
- Commercial mortgages
- Business Support
- Bridging Loans
- property development finance
- HMO Finance
- buy to let finance
Alex Wilson
Treyd - Sales Manager
Company Size:
21 - 100 Employees
Company Turnover (£) :
1,000,000 - 10,000,000
Expertise:
- Loans
- Invoice Finance
- Factoring
- Commercial Loans
Lee Bridges
Reform Financial Limited - Founder
Company Size:
6 - 20 Employees
Company Turnover (£) :
1,000,000 - 10,000,000
Expertise:
- Marketing & Lead Generation
- Broker
- Financial & insuranceservices
- Company Formation
- Banking
- Marketing
- Lending Responsibly
- Business start up
- Business strategy
- Business & Finance
Sanjay Pindolia
Southover Wealth - Financial Planner
Company Size:
6 - 20 Employees
Company Turnover (£) :
500,000 - 1,000,000
Expertise:
- Wealth Management
- Pensions
- Investment
- ISA's
- Pension Auto Enrolment
- Pension Planning
- pension review
- Investment Planning
- Investment Advice
- Financial Advice
- Financial Planning
- Business Owner
- Inheritance Tax Planning
- Profit Extraction Strategies
- Life & Medical Insurance
- Employee Benefits
- Death in work insurance
- Income Protection
- Critical illness cover
- shareholder protection
- Keyperson
- ISA
- Capital Gains Tax
- Portfolio Management
- family protection
Expertise:
- Wealth Management
- Income Protection
- family protection
- ISA's
- Inheritance Tax Planning
- Pensions
- Investment
- Pension Transfers
- Financial Advice
- Financial Planning
- Pension Advice
- Pensions for Directors
- Pension Consolidation
- pension review
- Investment Planning
- investment /property/bridging
- Investment Advice
- Mortgage Advice
- mortgages for professionals
- Mortgages
- First time buyers
- Mortgages & Mortgage Insurance
- Insurance Advice
- insurance broker
- Protection and Insurance
- Retirement & Pension Planning
- Retirement Advice
- Retirement Strategies
- Inheritance Tax Stratagies
- Inheritence tax planning
William Martin
Southover Wealth - Managing Director
Company Size:
6 - 20 Employees
Company Turnover (£) :
500,000 - 1,000,000
Expertise:
- Pension Auto Enrolment
- Pension Consolidation
- Pension Planning
- pension review
- Investment Planning
- Investment Advice
- INvestment management
- Financial Advice
- Financial Planning
- Business Owner
- Inheritance Tax Planning
- Profit Extraction Strategies
- Life & Medical Insurance
- Employee Benefits
- Death in work insurance
- Income Protection
- Critical illness cover
- shareholder protection
- Keyperson
- ISA
- Capital Gains Tax
- Portfolio Management
- Wealth Management
- Pensions on Divorce
- family protection
Julian Vydelingum FPFS, Chartered MCSI
Evelyn Partners - Director, Financial Planning
Company Size:
101 - 500 Employees
Company Turnover (£) :
10,000,000 - 100,000,000
Expertise:
- Pensions advice
- Pensions for Directors
- Pensions on Divorce
- Pension advice & transfers
- Financial Planning
- Estate planning
- Invesment Planning
- cashflow modelling
- Protecting your family
- protecting your assets
- Protecting Your Livelihood
- Protecting your business
Hiren Patel
Artha CXI - Financial Planner
Company Size:
1 - 5 Employees
Company Turnover (£) :
100,000 - 500,000
Megan Leach
Mattioli Woods plc - Wealth Management Consultant
Company Size:
101 - 500 Employees
Company Turnover (£) :
10,000,000 - 100,000,000
Kevin van der Geest
Wolters Kluwer - Sales and Business Development Associate
Company Size:
21 - 100 Employees
Company Turnover (£) :
10,000,000 - 100,000,000