All Professionals in Financial Services
Summary: Now training as a Financial Adviser. My trustworthiness and credibility is founded on a wealth of diverse experience. I am a Finance and Risk…
Gareth Munn CFSI
Private Label Wealth - Wealth Manager
Company Size:
21 - 100 Employees
Company Turnover (£) :
1,000,000 - 10,000,000
Expertise:
- Wealth Management
- Pension advice & transfers
- INvestment management
- Protection and Insurance
- Foreign Exchange Hedging
- Mortgage
- cashflow modelling
- Financial advice for directors
- Personal Tax
- business advice
- Exit planning and strategy
- Inheritance Tax IHT
- Estate planning; Wills; LPA’s;
Expertise:
- Retirement Planning
- Retirement & Pension Planning
- Invesment Planning
- Protection
- Savings & Investments
- Life and Health Protection
- Life & Medical Insurance
- Pensions
- Pension Advice
- Pension Consolidation
- Pension Planning
- Investment Advice
- Financial Advice
- Financial Planning
- Inheritance Tax Planning
- Capital Gains Tax
- Tax Planning
Expertise:
- Payment Gateways
- Card machines
- ecommerce shop
- POS material sourcing
Imogen Simmonds
Private Office Asset Management - Marketing Business Development Manager and Paraplanner
Company Size:
6 - 20 Employees
Expertise:
- Independent Financial advice
- Inheritance Tax Planning
- Investment Services
- Stockbroking
- Pensions advice
- Retirement Strategies
- ISA's
- Family Fund Structures
- Insurance Program Reviews
- Wills
- Lasting Power of Attorney
Neil Fullbrook
Prosper Business Finance Ltd - Managing Director
Company Size:
1 - 5 Employees
Company Turnover (£) :
up to 100,000
Expertise:
- Sales
- Busines Development
- brokerage
- Broker
- Broker relationship management
- Customer Service
- Business Support
- field sales
- Commercial Finance Broker
- Commercial Finance
- Invoice Factoring
- Invoice Discounting
- Invoice Finance
- Asset Finance
- Trade Finance
- bridging finance
- Commercial Loans
Expertise:
- Payments
- E Commerce
- Pay by link
- Mobile Apps
- Payment Gateways
- open banking
- International payments
- prepaid cards
- Foreign Exchange Markets
- Expenses
Expertise:
- Pension advice & transfers
- Mortgage Advice
- Protecting your family
- investing
- Pension Consolidation
- Pension Advice
- Pension Transfers
- Pension Planning
Ali Sanders
My Broker UK Ltd - Director
Company Size:
1 - 5 Employees
Company Turnover (£) :
up to 100,000
Expertise:
- Commercial Finance Broker
- development finance expert
- bridging finance expert
- buy to let finance
- buy to let mortgage broker
- HMO Finance
- Invoice Finance
- Asset Finance
- Mortgage adviser
- Commercial Finance
Expertise:
- Asset Finance
- Business Loans
- Refinance
- Invoice Discounting
- Loans
- Business & Finance
- Invoice Factoring
- asset based lending
- refinancing
- Finance broker
Jade Smithers-Moon
Winchester Corporate Finance - Business Development Executive
Company Size:
6 - 20 Employees
Expertise:
- Corporate Finance
- Asset Finance
- Invoice Finance
- Business & Finance
- Business Loans
- Unsecured Business Loans
- Secured Business Loans
- Merchant Cash Advance
- Property Finance
Expertise:
- Financial Advice
- Mortgage Advice
- Tax Planning