All Professionals in Financial Services
Expertise:
- Inheritance Tax Planning
- Income Protection
- Pension Transfers
- investment planning
- family protection
- Pensions
- ISA's
- Wealth Management
Expertise:
- Business Analysis
- Project management
- Coaching & Mentoring Coaching
- Career Coaching
- Data Analysis
- Coaching & Training
John Lyons
Clear Vision Wealth Management - Director
Company Size:
1 - 5 Employees
Company Turnover (£) :
500,000 - 1,000,000
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
Tom Thornton-Smith
eflow Global - Product Manager
Company Size:
21 - 100 Employees
Company Turnover (£) :
1,000,000 - 10,000,000
Summary: Hi, My name is Simon K. A. Attipoe, the founder/CEO of AfoPay, a new business set up to focus on eliminating online fraud and creating secure…
Vivencio Morales
Vivencio Morales - Mortgage and Protection Advisor
Company Turnover (£) :
100,000 - 500,000
Expertise:
- Mortgage & Protection Advice
- Mortgage Advice
- Self Employed Mortgages
- First Time Buyers
- Buy to Let mortgages
- Income Protection
- Residential Mortgages
- Remortgages
- Life Insurance
- Critical Illness Insurance
Mustafa Aolad
SME Business Finance - Business Development Manager
Company Size:
1 - 5 Employees
Company Turnover (£) :
up to 100,000
Expertise:
- Asset Finance
- Business Loans
- Trade Finance
- bridging finance
- Funding
- Invoice Finance
- Business Finance
- cash flow finance
- Commercial mortgages
- Finance
Summary: Self-employed independent financial adviser with over 20 years of financial experience looking to extend client network. Office based in…
Expertise:
- Wills and Estate Planning
- Pension Advice
- Investment Advice
- Investment Advisers
- Investment Advisor Belfast UK
- Wills & Trusts
- Pension advice & transfers
- Pension Consolidation
- Pension contribution
- Life Insurance
- Life & Medical Insurance
- Income Protection
- Finacial advice
- Wealth Creation
- Wealth Advisor
- Wealth Management
Steven Kay
White Rose Finance - Commercial Finance Broker
Company Size:
6 - 20 Employees
Company Turnover (£) :
500,000 - 1,000,000