All Professionals in Financial Services
Simon Halberstadt
BSD Management consultants limited - manager of insurance activities
Company Size:
1 - 5 Employees
Company Turnover (£) :
100,000 - 500,000
Expertise:
- Property Insurance
- Life Insurance
- Commercial Insurance
- Professional Indemnity
- Liability Insurance
Luke Riordan
Coral Financial Planning LLP - Partner
Company Size:
1 - 5 Employees
Company Turnover (£) :
up to 100,000
Expertise:
- Pensions
- Investment Advice
- Financial Advice
- Financial Adviser
- Inheritance Tax Planning
- ISA
- ISA's
- personal pensions
- workplace pensions
- Protection and Insurance
- Retirement & Pension Planning
- Retirement Advice
- Legacy and Succession Planning
- Pensions advice
- pension review
- Pension Consolidation
- Pension advice & transfers
- Investment
- Bond Markets
- Banking
Graham Fishwick
Informed Choice - Financial Planner
Company Size:
6 - 20 Employees
Company Turnover (£) :
1,000,000 - 10,000,000
Expertise:
- Inheritance Tax Planning
- Pensions
- Income Protection
- ISA's
- Wealth Management
- Investment
- Pension Transfers
- investment planning
- Pensions on Divorce
Jake Barnes
Jake Barnes finance - Director
Company Size:
1 - 5 Employees
Company Turnover (£) :
100,000 - 500,000
Expertise:
- Asset Finance
- Invoice Finance
- Short Term Loans
- Trade Finance
Expertise:
- Foreign Exchange Hedging
- Foreign Exchange Markets
- Business & Finance
- Import Finance
Branavan Rajakumar
Wealthmax Financial Advisers ltd - Protection Consultant
Company Size:
101 - 500 Employees
Expertise:
- Wealth Management
- Inheritance Tax Planning
- Income Protection
- family protection
- Critical Illness Insurance
- Pensions
- Investment
- Life Assurance
- Private Medical Insurance
- Wills and Estate Planning
- Business Protection
- Commercial lending
- Financal services
- Financial Planning
Callum Fradley
SPF Private Clients - Associate, Mortgage Consultant
Company Size:
21 - 100 Employees
Company Turnover (£) :
1,000,000 - 10,000,000
Expertise:
- Mortgage & Protection Advice
- Remortgages
- First Time Buyers
- Mortgage adviser
- Self Employed Mortgages
- Residential Mortgages
- Buy to Let mortgages
- Mortgage Advice
- Contractors
- Contractor Mortgages
Louis Christofides
Saltus - Financial Adviser
Company Size:
101 - 500 Employees
Company Turnover (£) :
10,000,000 - 100,000,000
Expertise:
- Financial planning
- Wealth planning
- Retirement Planning
- Retirement & Pension Planning
- Retirement Advice
- Investment Planning
- Inheritance Tax Planning
- Inheritance Tax IHT
- Protection and Insurance
- Pension advice & transfers
- Pension Consolidation
- Pension contribution
Summary: Providing 'restricted' financial advice on a panel of providers and asset managers which are hand picked by the investment committee of a FTSE 100…
Alice Carey
Smart Currency Business - Risk Management Consultant
Company Size:
101 - 500 Employees
Company Turnover (£) :
10,000,000 - 100,000,000
Expertise:
- Export Finance
- Import Finance
- Foreign Exchange Markets
- Trade Finance
- Foreign Exchange Hedging
- Finance
- Risk and Control Management
- Risk Assessment
- Risk Management
