All Professionals in Financial Services
Steven John
Tide Group - Director Company Size: 1 - 5 Employees Company Turnover (£) : 500,000 - 1,000,000Summary: 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…
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
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
Sam Macionis
MONEY SERVICE BUSINESS - Director Company Size: 6 - 20 Employees Company Turnover (£) : 1,000,000 - 10,000,000
Expertise:
- Wealth Management
- Inheritance Tax Planning
- Pension Transfers
- investment planning
- ISA's
Ben Stebbings
Pura Vida Financial Planning - Chartered Financial Planner Company Size: 6 - 20 Employees Company Turnover (£) : 1,000,000 - 10,000,000
Expertise:
- Wealth Management
- Pensions
- ISA's
- family protection
- Pensions on Divorce
- investment planning
- Inheritance Tax Planning
- Investment
Hayden Deol
Fiscal FX - Senior Portfolio Manager Company Size: 21 - 100 Employees Company Turnover (£) : 1,000,000 - 10,000,000
Expertise:
- Inheritance Tax Planning
- Income Protection
- investment planning
- family protection
- Investment
- Wealth Management
- Pensions
- ISA's
- Pension Transfers
- Pensions on Divorce
- Wealth Accumulation
- Wealth Advisor
- Wealth Creation
- Finacial advice
- financial planner
- Financial Planning
- financial planning services
- Financial planning
- INvestment management
- Investment Planning
- Investment Advice
- Investment Advisers
- Pension Advice
- Pension Consolidation
- Pension
- Protection and Insurance
- Protection advice
- Insurance
- Insurance Advice
- Insurance Advisor
- Mortgage
- Mortgage & Protection Advice
- Mortgage Advice
- foreign exchange
- Money
- Retirement
- Retirement & Pension Planning
- Retirement Planning
Chetan Jethwa
Vistaara Financial Solutions Ltd - MD Company Size: 1 - 5 Employees Company Turnover (£) : 100,000 - 500,000
Expertise:
- Mortgage & Protection Advice
- Income Protection
- Self Employed Mortgages
- Mortgage Advice
- First Time Buyers
- Buy to Let mortgages
- Residential Mortgages
- Remortgages
- Life Insurance
- Critical Illness Insurance
- bridging finance
- Commercial Finance Broker
- Ex Pat Mortgages
Irina Marta
Atram Wealth - Independent Financial Adviser Company Size: 1 - 5 Employees Company Turnover (£) : 100,000 - 500,000
Expertise:
- Inheritance Tax Planning
- Investment
- ISA's
- Wealth Management
- Pensions
- investment planning
Expertise:
- bridging finance
- Business Finance
- Commercial mortgages
Sujatha Nagaraj
Investra Wealth Management - Independent Financial Adviser Company Size: 1 - 5 Employees
Expertise:
- Finance Advice
- Pensions
- Investment
- Mortgage & Protection Advice
- investment planning
- Inheritance Tax Planning
- Pension Transfers
- ISA's
- Wealth Management
- family protection
- Income Protection
- pension review
- Pension Consolidation
- Pension contribution
- investment /property/bridging
- Investment Advice
- Life and health insurance
- Critical Illness Insurance
- Business Protection Insurance
- General Insurance