All Professionals in Financial Services

Daniel Burrows

Saunderson House Ltd - Chartered Financial Planner Company Size: 21 - 100 Employees Company Turnover (£) : 1,000,000 - 10,000,000

Summary: I help individuals and their families, build, enjoy and protect their wealth.  I work with a diverse range of clients, from those early on in…

  • Testimonials (2)
Expertise:
  • Pensions
  • Wealth Management
  • Pension Transfers
  • ISA's
  • family protection
  • Inheritance Tax Planning
  • Investment
Expertise:
  • Pensions
  • Wealth Management
  • Pension Transfers
  • Investment
  • Pensions on Divorce
  • ISA's
  • family protection
  • investment planning
  • Income Protection
  • Inheritance Tax Planning
  • company legacy planning
  • shareholder protection
  • Mortgage
  • Protection and Insurance
  • Private Medical Insurance
  • Financial Advice
  • Retirement & Pension Planning
  • Retirement Planning
  • Tax Planning
  • SIpp
  • SASS
  • property
  • Commercial Property
  • Investments
  • stock market

Patrick McDill

Roqqett - Marketing Company Size: 6 - 20 Employees
Expertise:
  • Payments
  • Payment Systems
  • Pay by link
  • Mobile Apps
  • E Commerce
  • Card Payments
  • Card Processing
  • Postings (2)

Ross Daly

Rapid Business Finance - Business Development Manager Company Size: 6 - 20 Employees Company Turnover (£) : 1,000,000 - 10,000,000
Expertise:
  • Business Loans
  • Unsecured Loans
  • Secured Loans
  • Cash Advances
  • Corporate Finance Solutions
  • cashflow finance
  • Overdrafts
  • Recurring Credit Facilities
  • Invoice Finance
  • International Trade Finance
  • Purchase Order Finance
  • Asset Finance
  • finance lease
  • Hire Purchase
  • Operating Lease
  • Specialist Vehicle Finance
  • Fit Out Finance
  • Property Finance
  • Commercial Premises
  • Buy To Let
  • Bridging Loans
  • Development Funding
  • Build Costs
  • 2nd Charge Mortgages
  • Residential Properties
  • Land acquisition
  • Land Purchase

Louis-Rhys Harvey

Berkeley Square Associates - CEO Company Size: 6 - 20 Employees Company Turnover (£) : 1,000,000 - 10,000,000
Expertise:
  • Wealth Management
  • Pension
  • ISA
  • company legacy planning
  • Legacy and Succession Planning

George Ross

Pinnacle Wealth Management LLP - Associate Partner Company Size: 21 - 100 Employees Company Turnover (£) : 10,000,000 - 100,000,000
Expertise:
  • Wealth Management
  • Financial Freedom
  • Advice
  • Financial Adviser
  • Wealth Preservation and Growth
  • wealth
  • freedom
  • Goals Based Investing
  • Goals and Vision
Expertise:
  • Payroll Services
  • Umbrella Payroll
  • Payroll Management
  • Payroll Solutions
  • Outsourced Payroll
  • Payroll for construction
  • IR35 Advice
  • PAYE/NI advice
  • CIS
  • CIS Tax
  • Payroll
  • Payroll and PAYE
  • Payroll Outsourcing
  • payroll set up

Patrick McDill

Roqqett - Marketing Company Size: 6 - 20 Employees
Expertise:
  • Payments
  • E Commerce
  • Pay by link
  • Mobile Apps
  • Payment Gateways
  • open banking
  • International payments
  • prepaid cards
  • Foreign Exchange Markets
  • Expenses
  • Postings (1)

Aleem Nijabat

Aegis Financial Planning - Independent Financial Planner Company Size: 1 - 5 Employees Company Turnover (£) : 100,000 - 500,000

Reena Jugdhurry

Theta glo - Senior Manager Company Size: 6 - 20 Employees Company Turnover (£) : 500,000 - 1,000,000
Expertise:
  • Accounting
  • Accounting Requirements
  • Property investor / developer
  • HMO

Sam Vickers

SBIUK - Area Branch Manager Company Size: 6 - 20 Employees
Expertise:
  • BTL Mortgages
  • BTL Activities
  • Commercial Loans
  • Business Accounts

Jake Landaw

Evolution FS - IFA Company Size: 21 - 100 Employees