All Professionals in Financial Services
Expertise:
- M&A
- Strategic Business Planning
- Exit Planning
- Corporate Finance
- Investment Banking
- Business Sales
- Strategy
- Strategic & Business Planning
- debt advisory
- Capital raising
- Real Estate
- CFO Services
Expertise:
- Pension
- Retirement Plans
- Business Owners
- Investment Planning
- Life Assurance
- Critical illness cover
- Executive Income Protection
- Financial Advice
- cashflow forecasting
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
Dasa Medvecka
Quilter Financial Advisers - Chartered Financial Planner
Company Size:
1 - 5 Employees
Expertise:
- Pension Advice
- Inheritance Tax Planning
- Investment Planning
- Tax Planning
- Equity Release
- Long Term Care planning
- Mortgage & Protection Advice
- Trusts & Estate Planning
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
Lewis Sawyers
Clover UK - Business Consultant
Company Size:
101 - 500 Employees
Company Turnover (£) :
10,000,000 - 100,000,000
Summary: Hi, my names Lewis. I work with SMBs to help minimise their monthly Payment fees, providing free, no obligation Rate Reviews against their existing…
Kavita Rathi
AppleWood Mortgages Ltd - Principal Adviser
Company Size:
1 - 5 Employees
Company Turnover (£) :
up to 100,000
Expertise:
- First Time Buyers
- Residential Mortgages
- Remortgages
- Life Insurance
- Income Protection
- Critical Illness Insurance
- Buy to Let mortgages
- Self Employed Mortgages
- Expat-Mortgages
Cosimo Edwards
Wingate Benefit Solutions - Trainee Employee Benefits Consultant
Company Size:
21 - 100 Employees
Kevin Mugisha
Vantage Wealth Management - Financial Adviser
Company Size:
1 - 5 Employees
Company Turnover (£) :
up to 100,000
Expertise:
- Health & Wellbing Consultant
- Health & wellbeing
- Employee Wellbeing
- Employee Wellness
- Employee Benefit Broker Market
- Financial Services
- Financial Planning
- Financial Education
- Financial Education seminars
- Mortgages
- wills and probate
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
Expertise:
- Will and Trust
- Powers of Attorney
- family protection
- Key Person Cover
- Protection
- Protection and Insurance
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
Summary: Experts in growing your wealth and saving inheritance tax
Expertise:
- Insurance Advice
- Life Insurance
- Relevant Life Insurance
- Key Person Protection
- Lifestyle Financial Planning
- business continuity
- Business Protection
- Corporate Financial Planning
- shareholder protection
- Group Life Assurance
- Group Life
- Owner Protection
- Key Person Cover
- Business loan protection
- Loan Protection
- Income Protection
- Critical Illness Insurance
- Serious Illness Cover
- Executive Income Protection
- Business Continuity Insurance
- Whole-of-Market Broker