United Kingdom
Service Provider
Investing for your future - we use online wrap platforms; actively managed, passive and ethical model portfolios; discretionary fund managers; ISAs; Venture Capital Trusts (VCT); Enterprise Investment Schemes (EIS); unit trust portfolios and investment bonds, to create an investment portfolio that is appropriate for your requirements whether you are building up your wealth or taking an income from it. Funding for your retirement - we use Self Invested Personal Pensions (SIPP) and Stakeholder Pensions to build up pension funds. We consolidate your existing pension funds, where appropriate, onto a suitable online wrap platform for convenience, cost and control reasons. At retirement we are happy to advise on the purchase of an annuity (both lifetime and fixed term) and will always check to see if an enhanced annuity is available. We have specialist pensions advisers who can discuss the alternative of income drawdown with you, both capped drawdown and flexible drawdown.
Service Provider
Arch House, The Common
GU6 8RZ Cranleigh - United Kingdom
Germany
Outsourced virtual part-time CFO services for Germany, Europe as well as globally. When it is a good time to call a part-time CFO? You need support in the following areas … Operational Cash Flow Management: Enhance your company’s performance, manage cash flow, and improve liquidity. Funding and Negotiations: Prepare for important negotiations with banks or secure funding and grants. Restructuring /Change Management: Manage change effectively, including post-merger integration and realizing synergies. Risk Management: Mitigate financial, operational, and compliance risks. Support for Startups and Growing SMEs: We assist in developing a clear vision, strategy, or business plan to scale your busines Controlling as a Service: Benefit from services like pricing, costing, business planning, and management reporting (KPIs). International Operations Management: Whether you’re managing subsidiaries, joint ventures, or expanding in Germany, Europe, or globally, we can help.
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