Results for

Financial plans - Service Provider - United Kingdom

107 Companies

13 Products

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.

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Financial Strategy - online competency assessment

Strategic Financial Planning for the public sector

Managing the Devolved Budget

Budget Monitoring and Control - online assessment

Finance for Non Financial Managers - online assessment

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AMDOCS FINANCING LIMITED

United Kingdom

Our company AMDOCS FINANCING LIMITED is located in Guernsey, United kingdom. We are a national lending firm, we offer a wide range of financial services such as financial planning, wealth management, startup investment, risk analysis, vc funds and market monitoring. We help people who are excluded from mainstream financial services. Our financial options are fast and flexible. Our specialty is short-term commercial real-estate lending. We offer competitive rates for loans. We provide advisory services to individual and institutional clients. We can provide you a buisness loan with no prepayment penalties and fixed monthly payments. Financial planning will help you with all the assets, savings and investments matters. With the risk analysis we will help you getting the biggest profitable consumers and at the same time minimizing all risks. With our company you will know exactly what your loan will cost you because we do not hide fees, nor do we make early repayment fees.

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Financial Planning

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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.
MOSCROPS FINANCIAL PLANNING

United Kingdom

Moscrops Financial Planning offers independent financial planning advice for a hugely varied list of clients around Bury, Lancashire and Greater Manchester. Our core values ensure we act with the utmost degree of integrity and professionalism at all times and are open and ethical in everything we do. We operate a transparent charging structure and put our clients’ best interests at the heart of the business. We believe that professional financial advice can add significant value to individuals and to businesses. It is because of this belief that we are able to offer a comprehensive ongoing review service designed to create real value for our clients. Our team is at the heart of our business. Our Advisers and Administration Team deliver consistently high standards and are committed to delivering an excellent experience to all our clients.
ALAN BOSWELL INSURANCE BROKERS

United Kingdom

With a history of providing insurance services from Grimsby since 1977, Alan Boswell Insurance Brokers in Grimsby is based in the village of Laceby giving easy access throughout North East Lincolnshire and the Humber region. We predominantly work with businesses of all sizes, but we can offer insurance for homes and cars too.

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PREMIER PIONEER GROUP

United Kingdom

Premier Pioneer Group is a multi-disciplined holding and investment company seeking to back small to medium sized UK businesses that are currently not realising their proper potential and who require urgent financial assistance.
ACUMEN FINANCIAL PARTNERSHIP LIMITED

United Kingdom

The company ACUMEN FINANCIAL PARTNERSHIP LIMITED, is a Service Provider, which operates in the Financial advisers industry. It also operates in the financial planning, investments, life insurance, and pensions industries. It is based in L40 8jw, United Kingdom.
JPS WEALTH MANAGEMENT LIMITED

United Kingdom

The company JPS WEALTH MANAGEMENT LIMITED, is a Service Provider, which operates in the Consultants, financial analysis industry. It also operates in the Wealth management, Investment Planning, Financial Planning, and Pension Planning industries. It is based in Brighton, United Kingdom.
ALAN BOSWELL INSURANCE BROKERS

United Kingdom

The company ALAN BOSWELL INSURANCE BROKERS, is a Service Provider, which operates in the Insurance industry. It also operates in the Business Insurance, Personal Insurance, and Financial Planning industries. It is based in Bury Saint Edmunds, United Kingdom.
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

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Accountant for Small Business

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PROFORECAST

United Kingdom

Business Performance Management by ProForecast ProForecast provides a cloud-based business performance management software that gives you reliable data, insights and guidance to everyone in your company. ProForecast lets you move beyond Excel sheets and streamline your planning, budgeting & cash flow forecasting processes and integrate them into your performance management with intuitive analytics and BI dashboards in one software platform. Integrated Planning Software Our fully integrated software gives you the freedom to plan accurately and effectively in all aspects of your business. By thinking strategically, and with long-term goals, a fully functioning CPM system can greatly benefit your organisation. Financial Planning & Analysis Our in-built calculations and multiple ‘what if’ scenario planning functions allow you to create the most accurate of forecasts, while our in-depth reporting feature provides all the information you need to evaluate on-site financials. Performance Management Performance reporting incorporates both operational and financial results and transforms traditional management accounting reports into "performance playbooks" that take a simpler, more inclusive approach to explaining personnel results.
LAZENBY'S FINANCIAL SERVICES

United Kingdom

Lazenby's Financial Advisors are a family-run business, based in Leeds, West Yorkshire. They provide a varied range of services to help businesses consolidate existing finances and improve efficiency across tax, finances and more. If you’re looking for a financial advisor Leeds, Lazenby’s is proud to bring you expert financial planning advice with access to products from across the entire marketplace. A growing family firm with a passion for personal financial planning, we’ve developed a proven procedure to ensure that all of our clients get honest, tailored advice. With a central investment proposition and a commitment to only selecting funds that are ‘best in class’ over several consecutive years, we promise to find the best solutions for your personal needs. As unrestricted IFAs we aren’t committed to any provider, so we can offer complete flexibility -finding a fit-for-purpose investment proposition to suit your personal needs. Our whole-market approach covers offshore investments, specialist trusts for families, stocks & shares ISAs, onshore bonds, drawdown schemes, SSAS, SIPPs and much more.

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
SYSCO SOFTWARE

United Kingdom

Sysco Software, in partnership with Microsoft Dynamics Ireland and UK, deliver world class business solutions. As your trusted partner we provide software solutions built on Microsoft Dynamics to businesses across the distribution, manufacturing, service and public sectors. With over 30 years’ experience Sysco provides world class solutions in Enterprise Resource Planning (ERP), Financial Management and Customer Relationship Management (CRM). We have over 300 client installations and can deploy your solution on premise or through the Cloud.
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.
PORTSDOWN WEALTH MANAGEMENT

United Kingdom

At Portsdown Wealth Management we can help you achieve financial peace of mind through a goal-focused planning process designed to help you achieve financial well-being. Developing long-term trusted relationships with our clients enables us to provide the best financial planning, wealth management and advice solutions. We know that understanding what is important to you is paramount when advising families, professionals, and businesses. We reflect this in the level of attention to detail we give each and every one of our clients. Whether your planning your financial future or just want to look at one of our services ie pensions, retirement, tax savings, investment planning or mortgage advice we can help. Offering an initial consultation that is completely free and informal so you do not have to make a decision until you choose too means you can feel rest assured that we have your financial planning needs at heart. Maybe your a student on the path to setting yourself up for the future financially or you could be a seasoned professional that has been saving for years and just wants a 2nd opinion we would love to hear from you no matter what your specfic needs are.
CORCILLIUM WEALTH MANAGEMENT - FINANCIAL PLANNING GUILDFORD

United Kingdom

If you are looking to plan your future financially we can help with professional financial advice that you can rely on. Whether pensions, retirement, investments or you just want to talk to someone to ensure your finances are working how you want them to. A free financial consultation and no jargon to ensure you know exactly what financial planning is and how it can work for you is available to any of our prospects or customers old and new. We love to strip out the jargon and ensure you understand what it is that we do whether your a seasoned investor or someone that has come into some money and wants to invest it wisely. Corcillium Wealth Management was set up out of frustration and a wanting for a financial advice company that could drill down into your future wants and needs and ensure there was planning in place to accomodate that. With over 2 decades of experience and a host of happy customers that we offer advice on pensions, investments, retirement, financial planning and wealth management you can see why we are a company that should be on your list to get in touch with. A free financial consultation awaits and we are certain you will be pleasantly surprised about how we conduct our business and what it may mean to you for now and the future.
TRUE PROTECT

United Kingdom

Protect what matters most. True Protect provides regulated financial advice and insurance plans for your personal protection insurance and business protection needs. We want you, your business or loved ones to be financially protected and have peace of mind. This is why we offer professional regulated advice & insurance policies that are suitable for your individual needs. Our Personal Protection Specialists can find you the best insurance plan to protect you or your loved ones. We offer Life Insurance Policies, Family Income Benefit, Mortgage Protection Insurance Plans, Critical Illness Insurance and Critical Illness Cover for Children, Income Protection Insurance & Rental Protection. Our Business Protection Specialists offer advice & business insurance plans to protect you & your UK business. We offer Relevant Life Cover, Key Person Insurance Plans, Shareholder Protection Insurance Policies, Executive Income Protection Insurance & Business Loan Protection. We are available from Monday to Friday during normal business hours, but evening appointments are also available by request. Contact one of the team at True Protect today to get your personal or business protection insurance plan sorted easily.
LEABOURNE FINANCIAL ADVICE

United Kingdom

USP + Call To Action Honest pricing, local Independent advice, Stellar reviews. We are Leabourne Financial Advice a local financial advisor specialising in Pensions, Pensions, Auto Enrolment, Savings & Investment, Financial Protection and Tax Planning advice throughout Hertford and the surrounding towns. Our Customer Benefits: • Independent advice. We are completely independent, so as an IFA we are able to offer the best product or policy for you and your individual circumstances • No commissions. Our advice is fee based with total clarity for a more comfortable relationship We make no commission on any product or policy we recommend. Our fee structure is clear and transparent and based on the amount of work we do for you. The fee is agreed before we start working for you. • Personal service. As a Financial Advisor our advice is personal and professional and aims to help you make the right financial choices. • We are Financial Advisers, not salespeople. We will recommend policies and products because they are right for your individual and business circumstances
NEUROLTECH

United Kingdom

Neurol Tech Company is providing all the services regarding SEO in UK, London, and across the world. We reliance on providing the deluxe may well be believable because Our SEO Company offers the 1st choice to the accomplishment of our clients than charge superfluous. Our agency is every time faultless in provisions and surroundings of former approval dealing, as it evades confusion in approaching. It has all the time welcoming and long term links with its patrons. Neurol Tech is a Reputable Digital Marketing Agency Based in UK. While we are Serving more than 500 Customers all over the Globe. Moreover you can gain our SEO services to make certain that your website continues ranks number 1 on Google. Take benefit of our website SEO services to thump your opposition and guide the way in the digital globe. While we acquire a thorough considerate of your industry; counting your products, services, clients, company’s requirements and business objectives. While we review the collision and efficiency of your digital technologies and examine what your opponents are doing well. Then we recognize KPIs for additional dimension and assessment of the online policy achievement, as well as for determining and prioritizing solutions that will offer the highest collision and helpfulness to ensemble your financial plan, timings, and internal assets.

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.
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.
HIGGINS DAY

United Kingdom

The founders of Higgins Day have over 35 years of chartered accounting experience. The skills of our team are diverse and as well as general accounting, we also provide tax services. Chartered accountants with over 35 years of experience If you feel that you'll benefit from the help of a chartered accountant, we provide free initial consultations. They're designed to enable you to outline the difficulties you're facing with your finances and will help us to plan your financial future. Free initial consultations to design a tailored work plan Here at Higgins Day, we care about nothing more than helping our customers. We offer a number of services to our customers to enable them to keep their business as healthy as it can be. Our accounting and tax services include: • Business start-up assistance • Management services • Personal budgets • Annual accounts • Company budgets • Tax advice
ALEX CHEEMA FINANCIAL ADVISER

United Kingdom

Alex Cheema is a highly experienced Independent Financial Adviser, registered with the UK Financial Services Authority. Based in Maidenhead, Berkshire, he serves clients throughout Berkshire and Buckinghamshire. His services include estate planning (wills, trusts & inheritance tax mitigation), pension planning and consolidation, general tax mitigation through efficient planning, enterprise investment schemes, school fees planning, and general financial advice and support that you would expect from an experienced IFA.
RICKETTS FINANCIAL SERVICES LIMITED

United Kingdom

RFS, are genuine provider of BG / SBLC for Lease and Sale. Ricketts financial services ltd [Rfs] is an expert Financial service provider in providing Cashed backed Bank Instruments BG Bank Guarantee and SBLC Standby Letter of Credit with the best available solutions to meet all your Financial goals and Project finance requirements worldwide. Rfs has built a successful Financial and Investment GLOBAL brand through utilizing our worldwide resources and applying them to the requirements of our current and future customers while maintaining an unyielding commitment to working with integrity for our external as well as internal customers.Our financial planning services will help you address and solve issues that arise while identifying the state of your financial requirements, In an ever changing and competitive global finance market It is critical that we maintain an open mind and strive to offer innovative financial solutions. We are a global team with a common vision and commitment to exceed the needs of our constant changing marketplace, While finding innovative ways to offer enhanced profits and efficiency for our customers and our stakeholders worldwide.On behalf of all of us at Ricketts financial services, We would like to thank you for your interest in our Financial Services BG SBLC and our innovative approach to providing sustainable and effective financial solutions globally.
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.
NIMUS SOLUTIONS LIMITED

United Kingdom

Nimus Solutions Limited is a team of business consultants. Each consultant specializesin a particular discipline, including finance, sales and marketing, technology, management, operations, and human resources.NSL offers a list of services for business owners to choose from, depending on their particularbusiness needs. This includes; business and marketing plan preparation, financial search andprocurement, IT consulting services, management development, human resources advising, and etc.NSL will have a focus on start-up businesses, preferably in the earlier stages of operation.Small and mid-sized businesses make up a sizable majority of UK and international markets. NSLprefers to establish a relationship with a younger operation and continue to nurture thatrelationship over the long term.NSL will be established as Nimus Solutions Limited with one director and owns a 100% share in the company. Mr Saleem, Mohammed Abdul has extensive experience inbusiness planning and finance, including CF
HUNTER CAPITAL

United Kingdom

life and protection advisor in greater manchester We provide private and business clients with truly independent mortgage and Life & Protection including business risk management advice. All of our staff members are trained to a very high standard to provide the customer service levels which you would expect from a professional organisation. Whatever the economic climate, we will work with you to ensure that the financial products that you have remain suitable for your needs. We will help you to make the right choices when planning your financial services requirements. We tailor solutions for your current and future situation to ensure that you have the most suitable products in place. https: //hunter-capital.business.site/ https: //huntercapital.co.uk
POINT ME TO

United Kingdom

Point Me To are a team of Mortgage advisors who offer a wide range of services when it comes to buying or remortgaging your home. The relationships that we build with our clients is underpinned by our commitment to ensure that their short and long term goals are achieved.We believe it is important to have a disciplined approach towards developing a successful financial planning strategy and follow this process: 1. Initial meeting and review - We undertake a comprehensive financial review of your circumstances and financial objectives taking account of any existing arrangements.2. Needs and goal setting - We will analyse your needs and goals in great depth to ensure that your end goal is met.3. Analysis and research - We will undertake a thorough analysis and research to tailor an individual solution to your needs and goals.4. We will present you with comprehensive research of the mortgage market, our protection panel and general Insurance provider and discuss the suitability of each area in matching to your needs.
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.

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Financial plans - Service Provider - United Kingdom

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107 Companies