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Financial plans

United KingdomLondon
  1. HB PUBLICATIONS AND TRAINING INTERNATIONAL

    United Kingdom

    HB Publications and Training International has successfully delivered finance and management training for over 30 years. Worldwide, thousands of managers, senior officers and other staff have benefited from our training and skills development. Experts in our field The founders, Lascelles Hussey and Jennifer Bean are Chartered Accountants and MBA graduates. The company delivers CPD training courses; produces books and eBooks, online assessments and online courses. We target the public and non-profit sectors making private sector principles relevant and practical, and are one of the only providers who specialise in this sector, Our specialist subjects include: Budgeting for Managers Budgeting, budget monitoring, budget management and control, financial management information Finance for Non-financial managers Income and expenditure, balance sheet, cash flow, financial planning Costing and Pricing Unit costing, service costing techniques, pricing, cost control Strategic financial planning Business planning and other related topics such as marketing and quality Regular open courses in the above topics, are run at a central London venue throughout the year. We provide in-house courses for organisations, tailored to meet their specific training objectives, and delivered wherever the organisation requires. Our online budgeting course and competency assessments can be made bespoke.

  2. KLO FINANCIAL SERVICES

    United Kingdom

    We offer effective solutions for all aspects of financial planning. Our extensive experience in advising individual and corporate clients, as well as charitable trusts and professional trustees, allows us to deliver effective solutions for an array of client objectives. We ensure we deliver a professional and personal service to clients from the first meeting, through to our regular ongoing review programme. By allocating every client to an individual office-based Client Manager, we foster and deliver a highly personal service that we are justifiably proud of. We choose to remain independent because we believe that it is important that we are not restricted in any way when we recommend a product or fund. We help you to fully understand all investment products and the scenarios in which they may be relevant to you or your company, along with both their advantages and disadvantages. Our dynamic approach to managing our clients’ money is driven by our desire to provide comprehensive, coherent investment plans that remain flexible and adaptable. Circumstances change and our advice, backed by our state of the art systems and portfolio diversification, can respond quickly and effectively to meet those changes. Our investment process is backed by portfolio diversification, meaning following changes in the stock market, investment diversification can provide a safety net to ensure that the value of a portfolio remains.

  3. ANDREW PASSER ACCOUNTANT

    United Kingdom

    Andrew Passer Accountant offering a range of accountancy, tax, and advisory services to individuals and small businesses. Giving you the best advice on all your tax related matters, accounting and reporting requirements. Property tax - For private, buy-to-let landlords and property investors. Personal tax - Personal tax planning services and customised tax strategies Business tax - Accounting for your business. Services include, payroll, preparation of annual financial statements, tax planning and compliance. I help manage your finances so you can focus on growing your business or reaching your personal finance goals. Contact me to get started! My clients are based around the London and Greater London area. For consultations am available on the phone and my office is conveniently located for individuals and businesses in the following areas. Stanmore Edgware Barnet North Finchley Harrow Wembley North West London Middlesex (Middx) Greater London Area

  4. FOUR BUSINESS SOLUTIONS LTD

    United Kingdom

    Four is a technology services company specialising in the delivery of integrated financial and spend management solutions, leading contract and asset management software for our clients. Let us help you deliver improved performance across the company in the following areas: •Contract Lifecycle Management •Procurement & Finance •Asset Management & Planning •Healthcare Rostering •Dashboards & Reporting •Workflow and BPM •Financial Planning & Budgeting •Software & Database Integration See all our services and solutions on our website https: //www.four.co.uk

  5. THE HAIGHTON RUTH GROUP

    United Kingdom

    The HAIGHTON RUTH GROUP is a global financial services group that has been helping clients achieve their financial objectives for generations. We offer wealth planning and investment management services to large institutions and private clients. We deliver employee benefits and auto-enrolment programmes to companies and we provide investment and wealth management solutions to the professional advice community. The Haighton Ruth wealth planning team is here to grow, manage and protect your wealth so that it can be transferred to the next generation. Using a holistic approach, we go beyond the basics of financial planning, carefully considering all aspects of your lifestyle and retirement goals. Whether you’re looking to generate income, preserve capital or safeguard your assets against inflation, a properly diversified investment portfolio can help meet your needs. Whatever your personal investment goal may be, it is important to consider the time horizon at the outset, as this will impact the type of investments you should consider to help achieve your goals.

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  1. LAUNTON WEALTH

    United Kingdom

    Wealth management is about much more than managing your money. At Launton Wealth, it’s about creating relationships that enable a lifetime of smart decision-making for our clients. Which is why we spend so much time making sure the small things are delivered and what differentiates us from the rest.We offer in-depth financial planning to help you understand where you stand today and what actions, if any, you may need to take to achieve your long-term goals. Our experienced Relationship Managers can help you make informed decisions about spending and saving, insurance and estate planning, taxes and philanthropy.At Launton Wealth, we believe that a clear understanding of your goals and current situation is critical to creating an appropriate financial plan. So we ask questions, listen carefully, and work hard to develop that understanding. Perhaps, for instance, you hope to maintain a retirement standard of living that is consistent with your pre-retirement lifestyle.

  2. PROACTIVE CONSULTANCY GROUP

    United Kingdom

    Proactive Consultancy Group is a dynamic and forward-looking advisory firm committed to propelling businesses toward success. Specializing in strategic planning, financial optimization, and operational excellence, we provide tailored solutions to meet the unique challenges of today's ever-evolving business landscape. Our team of seasoned consultants collaborates closely with clients, offering proactive insights and innovative strategies to navigate complexities and achieve sustainable growth. With a client-centric approach, we empower organizations to unlock their full potential, streamline processes, and stay ahead of the competition. Choose Proactive Consultancy Group for strategic guidance that transforms challenges into opportunities and drives enduring success.

  3. HOLDER & COMBES ACCOUNTING

    United Kingdom

    Small business accountants offering a fixed-fee monthly service that covers the needs of most startups, small businesses and SMEs. Our core service includes payroll, self-assessment, company accounts. Practical, straight-forward tax and financial advice and planning for growing businesses. Bespoke business and personal tax planning services available as you expand.

  4. CLEAR HOUSE ACCOUNTANTS

    United Kingdom

    Clear House are Accountants in London, that provide services to startups, sole traders and SME's Clear House Accountants provide services that helps your business stay financially healthy and ensure compliance in accordance with HMRC Guidelines. Clear House Accountants advise on processes such as Financial Planning, Budgeting, Management Accounts and Business Snapshots.

  5. QROPS CALCULATOR

    United Kingdom

    We're a financial planning company focused on helping individuals understand QROPS. With offices around the globe we are ready to help you with your UK pension options. Find out more about UK pensions, transferring your pension to a QROPS and understanding what the alternatives are if you want to move your pension from the UK (including an introduction to QNUPS and SIPPS).

  1. GENERATION FINANCIAL SERVICES LIMITED

    United Kingdom

    Independent Financial Advisers based in the City of London specialising in offering Consultancy, Advice & Management of Corporate, Personal Financial Planning & Employee Benefits Schemes and Services.

  2. CAMERON JAMES FINANCE

    United Kingdom

    Cameron James provides UK qualified and EU MiFID II regulated advice for Expats to make more informed decisions. Expat financial advice and planning.

  1. SHIRE EUROPE FINANCE

    United Kingdom

    Shire Europe Finance Company is a company based in London specialized in providing financial products and services since 2001. As a financial institution, our mission has been for almost 20 years to help professionals who are financially excluded and ignored by the mainstream financial services industry. We provide business loans for our customers to obtain the best price, best repayment terms and least onerous credit agreement. We also make sure that your loans are processed in the shortest deadlines possible. Our wish is to help companies with their organization. Indeed, we advise them in order to make their work more efficient, thus ensuring them a swift and continuous growth. This way they will be able to reduce costs and to better manage risks. Moreover, we accompany small businesses to find the lending solutions that are best suited to their needs. Thanks to our corporate finance department, we provide integrated financial and strategic advice. We are also experts in economic consulting and equipment financing to make equipment affordable. We work to make high-quality financial products and services accessible. Don't hesitate to contact us fore more information !

  2. WHIZ CONSULTING PRIVATE LIMITED

    United Kingdom

    Whiz Consulting provides bookkeeping & accounting services for UK-based businesses. We provide outsourced accounting, bookkeeping, payroll and taxation services to Birmingham, London, Manchester, or other parts of the United Kingdom. We provide services to all businesses irrespective of the scale of operation and industries like real estate, hospitality, healthcare, e-commerce and so forth. We have accounting solutions for every business, with the experience and knowledge of all the popular accounting tools. We will assist your businesses in managing cash flows, financial statements, bank & day to day transactions record-keeping, and monitoring the overall expenses made by the business. We will ensure your books are kept neat and reconciled throughout the year. We provide our services at a competitive cost as compared to hiring local or in-house bookkeepers and accountants.

  3. RTRSUPPORTS GLOBAL LTD

    United Kingdom

    RTRSUPPORTS GLOBAL LTD: We provide accounting and bookkeeping services to small, Medium and Large business enterprises also. We stay up with the latest with a month to month bank compromises, provider invoice, and audits, monthly payroll support, company formation. In addition to guaranteeing your balance sheet reconciling items. We specialize in developing and designing a website for your business and providing Creative Web Design services to clients. Our network of industry-leading strategic referral partners allows us to deliver the highest quality web design and development, application development, Inbound Marketing strategy and implementation, copywriting and brand messaging available. And we can deliver these services at competitive prices because we don’t have unreasonable overhead costs to pass along. Also Get your Company in a couple of days. We offer a Limited Company Formation in the UK. The services that we offer are in an environment with professionals and our dedicated group will care of your company formation from the very beginning. Our expert team is committed to conveying what you need on time with the most extreme effectiveness. Our advisors are experienced and have proven their aptitudes and skills in conveying quality services and have won every individual customer’s satisfaction. Our friendly team is anticipating to meet you in your business needs.

  4. KPI.COM - FINNET LIMITED

    United Kingdom

    kpi.com delivers a comprehensive, totally integrated, business support infrastructure: Customer Relationship Management, Project Management, HR, Payroll, eCommerce, Accounting and Reporting. kpi.com ensures that all elements of the business are connected.

  5. EUSLE

    United Kingdom

    Providing investing and award winning financial education along with reviews, ratings, and comparisons of various financial products such as brokerage accounts, CFD, Forex, Stocks, Options, ETFs, Futures and Shares companies.

  6. P K GROUP LLP

    United Kingdom

    Financial Services, Activities auxiliary to financial intermediation not elsewhere classified

  7. PHOENIXBCS-GROUP LTD

    United Kingdom

    We are a management and consulting enterprise operating from London, the UK providing end-to-end solutions, helping clients plan, grow, and structure their business within the highly technological environment . . We provide the business experience, technical knowledge and implementation skills to turn your challenges into solutions. Strategy & Operations As the world’s largest management consulting firm, we help organizations build value by uncovering insights that create new futures and doing the hard work to improve performance. Financial Advisory Services provides assistance to companies faced with opportunities for growth such as a merger or acquisition, or critical challenges such as fraud, litigation or reorganization. Capital Projects Capital Projects practise provides specialized resources to assist in our clients' efforts to improve the delivery of capital projects and help meet their program objectives.

  8. WATSON THOMAS SOLICITORS

    United Kingdom

    Are you looking for a family lawyer in London? Conveniently situated in the heart of London, close to Oxford Circus, Watson Thomas Solicitors is an established family law practice who provides compassionate legal advice and support in all matters relating to family law. Our London team of solicitors, barristers, advocates and support staff are available to provide guidance and expertise via email, telephone or video conferencing as well as in person at our offices in Mayfair. Whatever your situation, Watson Thomas Solicitors can offer you sensitive, professional, impartial expert advice on all aspects of family law and private client, including: Divorce Separation Financial Issues Child Related Issues Cohabitation Civil Partnerships Prenuptial Agreements Court Orders Family Mediation Wills & Trusts Tax & Estate Planning Probate & Estate Administration Power of Attorney Court of Protection Care of the Elderly

  1. PHYSICAL GOLD

    United Kingdom

    The world of gold investment can be risky at times with many paper-based investments and plenty of clever ideas flowing around. Physical Gold Ltd were set-up in 2008, to “keep things simple” by investing in gold and silver asset classes which are exclusively physical in nature - investments you can touch! London-based Physical Gold are the brainchild of the Financial Services veteran Daniel Fisher (CEFA) who brought 25+ years knowledge in the sector to the benefit of the business when he founded it back in 2008. The business was set-up with a mantra of providing tax-effective physical gold and silver investments, to meet the investment needs of their customers. Options are available for customers to receive their orders directly or by storing through dedicated vault facilities. Predominantly trading via their website, customers can also place their orders by phone. Physical Gold Ltd have four main product offerings - gold and silver coins and bars, pension plans and regular savings plans. As well as providing tax-efficient UK coins such as Sovereigns and Britannias a wide-range of foreign coins are available too, which customers buy for investment and collectability reasons. The business has partnered with various pensions providers to offer gold as a part of SIPP pension plans. Customers can set-up a standing order and buy gold and silver on a regular basis to invest gradually as they can afford it over time.

  2. COBALT RECRUITMENT

    United Kingdom

    Cobalt is a leading specialist recruitment provider to the Property, Construction & Engineering and Financial Services & Accounting sectors. We recruit professionals from our offices in the UK, Europe, Middle East and Asia and New Zealand for clients ranging from large corporate organisations to niche entrepreneurial entities, as well as into the public sector. Consultants at Cobalt have an impressive knowledge of their specialist sectors, often having been attracted to Cobalt directly from industry as well as from other recruitment and search consultancies. Within Property, we recruit all types of professionals spanning the full property lifecycle, our Financial Services & Accounting teams recruit Real Estate Bankers on the lending and restructuring side as well as Corporate Accounting functions and Management Accountants. The Construction & Engineering teams are technically and commercially focused, recruiting professionals in areas such as Costs and Project Management, Architecture, Town Planning and Facilities Management, as well as a wide range of Engineering disciplines. We recruit at all levels from recently qualified professional to Board Director through executive search, our market leading propriety database and advertising in leading industry publications for both permanent and interim opportunities.

  3. BILYTICA UK - BUSINESS INTELLIGENCE AND ANALYTICS SOLUTIONS

    United Kingdom

    The major focus of BILYTICA UK is to create business intelligence, data intelligence, enterprise software development and enterprise resource planning solution. BILYTICA UK resolves the basic issues of the business by increasing the business performance and by producing financial profits with less cost. BILYTICA UK with head office in Australia, operating in 20+ countries. BILYTICA UK makes your business capable to use the resources in a much better way. BILYTICA UK is just like a helping management team of your business which makes more informed and strategy focused decisions while creating efficiency and effectively. Company provides many services, solutions and products. Some of the core services are: Big data analytics and machine learning Advanced analytics and data science; Big data architecture and warehousing; Solution architecture and software development; Recruiting and staffing analytics. BILYTICA UK’s core solutions are: Customer, web and retail analytics; Social media and text analytics; Pricing and sales analytics; Education and Supply chain analysis; Manufacturing analysis. The most excellent products provided by BILYTICA UK are: PeopelQlik: Enterprise HR and payroll software can make all your HR operations at one place that can be access from anywhere at any time. Cloudpital: Electronic medical record software provides complete automation of healthcare functions and produce a paperless environment.

  4. THE SMALL

    United Kingdom

    The Small Biz Expert is a full service digital marketing agency. Offering businesses large and small support with maximising their online and offline exposure. We offer affordable marketing packages covering areas including -Marketing strategy planning -Marketing analysis -Email marketing strategy -Social Media planning and Management - SEO services - all manual - all white hat - Website reviews and UX testing -Content writing and creation -Content strategies And much more! Here at the Small Biz Expert we understand that, as a business owner you need to be free to focus on what you do best - so we take care of your marketing. We also get that you need to see results - so we offer packages with no minimum contract requirements. We work with clients from a broad range of sectors such as Property marketing Education & Schools Financial Training Events So get in touch and find out how we can assist your business to grow.

  5. BEST SAVINGS RATE

    United Kingdom

    Best savings rates provide all the information to understand about the best saving and investment rates in the market. You'll be able to find the latest news regarding the UK economic situation, so you can plan for your businesses future. We gather data from a wide range of sources and present it in an easily digestible format for your team to understand where they should allocate resources for business success. We also provide analysis of the best savings rates available to retail investors, so they can compare and find the best return on their money for them. Our guides explain different investment trends as simply as possible, so you can avoid the jargon and understand the latest developments as quickly as possible. Our team also scour the market for the latest investments, which could be from emerging fintech players to the old guard developing cutting edge new platforms. Although we do not provide financial advice, we do aim for our information to accuracy, brevity and clarity.

  6. JOSEF ZEMAN

    United Kingdom

    Whether your current investment strategy is conservative or aggressive, we can offer appropriate solutions to supplement any approach. Josef-Zeman can help create an investment strategy that is custom designed to work with your risk tolerances, time scales, and financial goals. The only certainty when it comes to the financial markets is that they will change... and so will your financial situation. Through profits and losses, an investment portfolio can become unbalanced and it may be important to make adjustments to your plans. As individuals move through different stages of life, priorities and risk tolerance change and so too must their asset allocation strategy. Let us be there to help.

  7. DONALD JACOBS & PARTNERS

    United Kingdom

    We offer an efficient, personal and professional service. Our experienced team are able to provide you with the financial foundations to grow your personal and business wealth in a safe, steady and sustainable way. Whether you are looking for assistance with bookkeeping, personal or corporate tax planning or strategic consultancy we are able to offer informed, professional advice to give you peace of mind.

  8. ALBEMARLE ASSET MANAGEMENT

    United Kingdom

    AAM is an independent asset manager, authorised and regulated by the Financial Conduct Authority. AAM provides both individual and collective management services for private and institutional investors, financial and capital management consultancy, and planned investment solutions.

  9. ARMIN GRUBER

    United Kingdom

    Armin Gruber tailors winning wealth management strategies, specifically designed to support the financial goals of individuals and families alike. By listening first, we understand exactly where a client is in life, where they hope to be in the near future and how Armin Gruber can help get you reach your destination. With an international network of insight, contacts and capability, Armin Gruber offers a valuable new dimension to wealth maximization with services designed for Investors to maximize wealth according to their preferences. Armin Gruber's Investment Services can help clients to manage their assets and plan their finances for the future. We work closely with you to provide an investment solution that meets all of your needs; there’s no ‘one size fits all’ service as we know that each client is an individual with individual circumstances. Whether you’re looking to make new investments, prepare for retirement or plan for inheritance tax - Armin Gruber can help ensure your money works harder for you.

  10. SGI CONSULTANTS

    United Kingdom

    We provide entrepreneurs with business startup advice. Helping them develop their business idea, developing MVP's, writing their business plan and helping them to speak to investors and get funding. We provide an all-round business startup service for entrepreneurs at any stage of their business development. Depending on how large your team is we can add a dedicated support into your startup. Giving you the expertise you need to make your business a success. A business plan is crucial for your business’s success if you want to get funding. Without one an investor will not take your business proposition seriously and you will not get funding. A good business plan will a blueprint for your business success. We write business plans that help you get funding for your business. Our business plan gives you all the tools you need to launch your business and be successful. Most startups fail within 2 years of starting up. We help business to grow through business optimisation. If your business is stagnant and you need to make more sales we can help you. Our method looks at 7 core components of your business and helps you to optimise them to improve how your business operates and ultimately grow. All this can be achieved with no additional investment