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Financial plans

United KingdomEast Midlands

8 Companies

13 Products

N-ACCOUNTING

United Kingdom

Accountants Milton Keynes - Specialists in Helping Small Businesses Survive and Succeed. At Northants Accounting we work on the principle that great things can be achieved from maintaining a close relationship with our clients, we talk to them about their plans and the issues in their business and then use this knowledge to help them with tax planning, managing their cash and identifying opportunities for them. Our aim is not to provide standalone accountancy services, but to find a solution for our clients that integrates the various aspects of accountancy, tax planning and financial management to make sure everything is covered, even the things they hadn’t considered.
DAVID MASON FINANCIAL PLANNING LLP

United Kingdom

David and his team are focused on delivering a caring, proactive and personalised financial planning service.We will develop a close working relationship that guides you through the complexities and jargon associated with the financial world.Together we will devise and implement a plan that is designed to help achieve your financial aspirations and goals.Once in place your plan will be reviewed regularly to ensure that it remains current and in tune with your needs and priorities.We hope that you will find your client experience second to none. Our business has been built on introductions from our clients and from other long standing professional relationships. We find that our clients are keen to recommend their friends, family and colleagues so that they too might benefit from the service we offer.
EFFICIENT PORTFOLIO - RUTLAND

United Kingdom

Our team, which includes our Chartered Financial Planners, work within a Chartered Financial Planning firm dedicated to helping clients build a future they can rely on. We focus on helping individuals, from all walks of life, clarify and realise their dreams and goals through financial planning. Whatever your dreams or concerns may be, we want to help you bring certainty and security to your future, so you can look forward to it with confidence.
THE OVAL GROUP

United Kingdom

The Oval group is a leading UK risk, insurance broking, financial planning services and healthcare advisory group.
RLTP ACCOUNTANTS

United Kingdom

RLTP is a Derby-based team of fully-qualified and reputable accountants and bookkeepers specialising in a wide range of bespoke financial services including payroll, bookkeeping and cloud accounting. Our experts are highly-trained in a number of software systems, such as QuickBooks, Xero and Receipt Bank, meaning that whatever system you use, we can help you with every aspect of your short-term and long-terms accounting needs.

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HALL-WARD IFA

United Kingdom

Hall-Ward are independent financial advisers who provide expert and unbiased advice on pensions, investments, inheritance tax and protection. We focus on the level or our service and on putting the client first, getting to know each clients and their individual goals before making any suggestions. If you already have a pension or an investment portfolio we can review and assess if this will meet your needs before making any recommendations. It is never too early or too late to start planning for your retirement and we can help to provide a solution that will meet your requirements. Hall-Ward offer various solutions such as assisting with stakeholder, personal and self-invested pensions (SIPP) and can help in selecting the best option for your situation. There are many types of investment opportunities available and choosing the right one for your circumstances can be hard, getting the right investment advice is vital. At Hall Ward IFA, we work with you to try to ensure your money is working effectively for you.
MEKAN GLOBAL UK

United Kingdom

MEKAN GLOBAL is engaged in providing high-caliber advisory services and creative financial solution to select government and private companies. Our strength is our ability to structure a ‘shovel ready’ deal to turn it into an A-rated Investment vehicle. We can only get involved once there is a project ready to be funded. Our firm has the pipeline, expertise and network resources to effectuate various global transactions. We work with institutional sources of capital (i.e., hedge funds, private equity firms, private investment firms, specialty financial institutions, etc.). Each project will be pre-assessed on an individual basis. To do the pre-assessment, we will need an Executive summary and a business plan.
RHODES WEALTH MANAGEMENT

United Kingdom

Rhodes Wealth Management provides financial services for businesses and individuals across the UK. From their Nottingham & Derby office we provide investment planning, retirement and pension advice, mortgages and corporate services.