All Professionals in Financial Services
Expertise:
- Inheritance Tax Planning
- Income Protection
- ISA's
- investment planning
- Wealth Management
- Pensions
- Investment
- Pension Transfers
- Pensions on Divorce
- Risk and Compliance
- Corporate & personal taxation
- tax
- Tax Allowances
- Tax and Accounting
- HMRC
- Pension Advice
- Pension contribution
- Trusts & Estate Planning
- Trust Planning
- Cash flow modelling
- Retirement
- Retirement Plans
- Retirement & Pension Planning
- Retirement Advice
- Family Business
- Family Business Advice
- Financal services
- Finacial advice
- Final Salary Pension Transfers
- Saving money for businesses
- Saving money
- ISA contributions
- ISA investments
- ISAs
- ISA
- Business & Personal Tax
- vct (venture capital trusts)
- VCT & EIS
- SEIS Share Schemes
- Women empowerment
Ian Rex-Hawkes
Aegis Financial Consulting - Owner
Company Size:
1 - 5 Employees
Company Turnover (£) :
up to 100,000
Expertise:
- Inheritance Tax Planning
- Inheritance Tax Stratagies
- Wealth Management
- Financial Planning
- Financial Advice
- Investment Planning
- Investment Advice
- Pension Advice
- Pension advice & transfers
- Pension Claims from Divorce
- Pensions on Divorce
- Pension Transfers
- Pension contribution
- annuity purchase
- pension income
- ISA
- ISA investments
- ISA contributions
- Life Assurance
- Life Insurance
- Critical illness cover
- Income Protection
- Key Person Protection
- shareholder protection
Expertise:
- Buy to Let mortgages
- Mortgage & Protection Advice
- Self Employed Mortgages
- Residential Mortgages
- Life Insurance
- Critical Illness Insurance
- Remortgages
- Commercial mortgages
- Ltd Company BTL Mortgages
- HMO mortgage
- Bridge Loans
- Development Finance
- Second Charge Loans
- Property Insurance
Marc McLoughlin
Orca Finance - Business Finance Broker & Chief Orca
Company Size:
1 - 5 Employees
Company Turnover (£) :
100,000 - 500,000
Expertise:
- Asset Finance
- Business Loans
- Invoice Finance
- Business Finance
- Motor Finance
- Business Acquisition Finance
- Share Financing
- Commercial mortgages
- Trade Finance
- cash flow finance
- bridging finance
- Unsecured Lending
- Secured Lending
Expertise:
- ISA's
- Pension
- Investment
- Income Protection
- Critical illness cover
- Life cover
- Family and Children
- Music
- DJ
- Beauty and Personal Care
- Makeup
Lisa Evans
PAYA group - Head of charity
Company Size:
21 - 100 Employees
Company Turnover (£) :
1,000,000 - 10,000,000
Ben Russell
Enver Wealth Management - Partner
Company Size:
21 - 100 Employees
Company Turnover (£) :
1,000,000 - 10,000,000
Expertise:
- Inheritance Tax Planning
- Wealth Management
- Pensions
- Pension Transfers
- family protection
- Pensions on Divorce
- investment planning
- Income Protection
- Investment
- Cash Flow Forecasting
- Estate planning
- Offshore Investments
- Venture Capital Trusts
- enterprise investment schemes
Joyce Nie
moneycorp Ltd - Head of UK Origination
Company Size:
101 - 500 Employees
Company Turnover (£) :
10,000,000 - 100,000,000
Expertise:
- Finance
- Broker
- Hedge (finance)
- Hedging strategies
- Currency Exchange
- Currency Forecast
- Currency Management
- Currency Transfer
- Money Saving
- money management
- funds
- Credit
- FX
- FX Audit
- FX strategies
Haidar Bokhari
Mattioli Woods plc - Wealth Management Consultant
Company Size:
101 - 500 Employees
Company Turnover (£) :
10,000,000 - 100,000,000
Expertise:
- Wealth Management
- Inheritance Tax Planning
- Pension Planning
- Pensions
- Investment
- Protection
- Pension Transfers
- Business Protection Insurance
- ISA investments
- Trusts & Estate Planning
- Employee Benefits Platform
- Tax Efficient Investments
- Private Equity
- VCT & EIS
- Wealth Accumulation
- Investment Advice
- Pensions advice
- SSAS pension
- SIPP/SSAS
Max archer
Exchange Capital Partners - Treasury Consultant
Company Size:
6 - 20 Employees
Company Turnover (£) :
10,000,000 - 100,000,000
Expertise:
- Wealth Management
- Pensions
- investment planning
- Inheritance Tax Planning
- Investment
- ISA's
- Pension Transfers
- Pensions on Divorce
Martin beech
prosperus Funding - Marketing Manager
Company Size:
1 - 5 Employees
Company Turnover (£) :
100,000 - 500,000
Expertise:
- Asset Finance
- Bridging Loans
- Bridging Loan Remortgages
- Bridging Loan Extensions
- Commercial Loans and Mortgages
- Commercial Loans
- commercial loan broker
- Buy To Let
- buy to let equity release
- buy to let finance
- buy to let mortgage broker
- Buy to flips
- Loans