All Professionals in Financial Services
Gary Poyntz
Gary Poyntz Mortgage and Protection Limited - Owner
Company Size:
1 - 5 Employees
Company Turnover (£) :
up to 100,000
Expertise:
- Mortgage & Protection Advice
- Income Protection
- Residential Mortgages
- Remortgages
- Life Insurance
- Critical Illness Insurance
- Self Employed Mortgages
- First Time Buyers
- Buy to Let mortgages
- Family Income Benefit
- General Insurance
- Adverse Credit Mortgages
Andrew BEER
Mobius Group - Director
Company Size:
6 - 20 Employees
Company Turnover (£) :
100,000 - 500,000
Expertise:
- EOT
- Business Exit
- Exit planning and strategy
- Business Sale
- Independent Trustee
- Trustee
Expertise:
- Asset Finance
- Business Loans
- Funding
- cash flow finance
- Trade Finance
- VAT & Corporation Tax Loans
- Invoice Finance
- Business Finance
- bridging finance
- Finance
- Lender criteria guidance
- Credit
- Personal Guarantees
- personal guarantee insurance
- Lending Responsibly
- lenders
- Funding and Finance
Expertise:
- Mortgage & Protection Advice
- Income Protection
- Residential Mortgages
- Remortgages
- First Time Buyers
- Buy to Let mortgages
- Life Insurance
- Self Employed Mortgages
- Critical Illness Insurance
- Business Protection Insurance
- Adverse Credit Mortgages
Expertise:
- Pension Advice
- Inheritance Tax Planning
- Investment Planning
- Tax Planning
- Equity Release
- Long Term Care planning
- Mortgage & Protection Advice
- Trusts & Estate Planning
Expertise:
- Inheritance Tax Planning
- Income Protection
- investment planning
- family protection
- Investment
- Wealth Management
- Pensions
- Pension Transfers
- Pensions on Divorce
- ISA investments
- VCT & EIS
- Critical illness cover
- SIPP/SSAS
- Cash flow modelling
- Whole of life policies
- Whole of market
- Keyperson Insurance
- Trust Planning
- Estate planning
- Relevant Life Insurance
- shareholder protection
- Investment Bonds
- Pension Consolidation
- Business Protection Insurance
- Drawdown
Andriy Panasenko
Renaissance Advisory Services Limited - Founder and Managing Director
Company Size:
1 - 5 Employees
Company Turnover (£) :
100,000 - 500,000
Expertise:
- Cost & Efficiency Savings
- Cost Cutting
- Procurement & Supply Chain
- Cost Control
- Increase Efficiency
- Supply Chain
- Procurement Consultancy
- Private Equity
- private equity fund
- Private Equity Secondary Market
- Venture Capital
- Venture Capital Finance
- Hedge Funds
- Strategy Consulting
- Strategic Advisory
- Strategic & Business Planning
- Finance Transformation
- M&A and Divestments
- M&A Integrations
- Zero-Based Budgeting (ZBB)
- Due Diligence
- Forensic Accounting
- Tech Advisory
- Technology Consulting
- AI Agents
- Artificial Intelligence (AI)
- Consulting and Partnership
- Business Setup in Dubai
- Exit planning and strategy
- Value Creation
- value creation plan
Steven John
Tide Group - Director
Company Size:
1 - 5 Employees
Company Turnover (£) :
500,000 - 1,000,000
Summary: I work with businesses to improve how they operate day to day — from the way they take payments and manage tills, through to accessing funding and…
Bruno Pereira
Wellbeing Investments - Director
Company Size:
6 - 20 Employees
Company Turnover (£) :
100,000 - 500,000
Expertise:
- Commercial mortgages
- bridging finance
- Business Loans
- commercial real estate
- Real Estate Advisors
- Relocation assistant
- Auctions Finance
- ExPat Mortgages
- Unsecured Business Loans
- Residential Mortgages
- Protection and Insurance
Dan Cloke
YRH Finance Team - Regional Partner - Surrey
Company Size:
21 - 100 Employees
Company Turnover (£) :
1,000,000 - 10,000,000
Expertise:
- fractional finance director
- Fractional CFO
- Credit Control consultant
- Bookkeeping
- bookkeeping and accountancy
- Management Accounts
- Accounts preparation
Satyanarayna Miryala
Reliant Financial Services Ltd - Mortgage and Protection advisor
Company Size:
1 - 5 Employees
Company Turnover (£) :
100,000 - 500,000
Andrew McErlean
Fairstone Financial Management LTD - Chartered & Independent Financial Planner
Company Size:
101 - 500 Employees
Company Turnover (£) :
10,000,000 - 100,000,000
Daniel Jeffries DipPFS
Ascot Lloyd - Trainee Independent Financial Adviser
Company Size:
101 - 500 Employees
Summary: Self-employed independent financial adviser with over 20 years of financial experience looking to extend client network. Office based in…
Khalid Mahmood
Unbiased Independent Financial Advisers Ltd - CEO
Company Size:
1 - 5 Employees
Company Turnover (£) :
up to 100,000
Expertise:
- Pensions
- Investments
- Wealth Management
- Financial Planning
- Inheritance Tax Planning
- Protection and Insurance
- Independent Financial advice
- Income Protection
- Pension Advice
- Investment Advice
- family protection
- Shariah Finance
- Ethical Investments