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
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
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
Expertise:
- Inheritance Tax Planning
- Income Protection
- ISA's
- investment planning
- Wealth Management
- Pensions
- Investment
- Pension Transfers
- Pensions on Divorce
- Risk and Compliance
- Corporate & personal taxation
- tax
- Tax Allowances
- Tax and Accounting
- HMRC
- Pension Advice
- Pension contribution
- Trusts & Estate Planning
- Trust Planning
- Cash flow modelling
- Retirement
- Retirement Plans
- Retirement & Pension Planning
- Retirement Advice
- Family Business
- Family Business Advice
- Financal services
- Finacial advice
- Final Salary Pension Transfers
- Saving money for businesses
- Saving money
- ISA contributions
- ISA investments
- ISAs
- ISA
- Business & Personal Tax
- vct (venture capital trusts)
- VCT & EIS
- SEIS Share Schemes
- Women empowerment
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:
- 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
Expertise:
- Mortgage & Protection Advice
- Buy to Let mortgages
- Residential Mortgages
- Self Employed Mortgages
- Remortgages
- First Time Buyers
- Commercial Finance
- Employee Benefits
- Business Protection Insurance
- relevant life plans
- key person insurance
- Income Protection
- Critical illness cover
- Life Assurance
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…
JACK SIMPSON
Select Financial Planning - Partner
Company Size:
1 - 5 Employees
Company Turnover (£) :
100,000 - 500,000
Expertise:
- Financial Planning
- Wealth Management
- Pensions
- Investments
- Income Protection
- Life Assurance
Joyce Nie
moneycorp Ltd - Head of UK Origination
Company Size:
101 - 500 Employees
Company Turnover (£) :
10,000,000 - 100,000,000
Expertise:
- Finance
- Broker
- Hedge (finance)
- Hedging strategies
- Currency Exchange
- Currency Forecast
- Currency Management
- Currency Transfer
- Money Saving
- money management
- funds
- Credit
- FX
- FX Audit
- FX strategies
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
Tina Coccaro
Coronation Wealth Management LLP - Financial Adviser
Company Size:
6 - 20 Employees
Company Turnover (£) :
1,000,000 - 10,000,000
Expertise:
- Investment Planning
- Retirement Planning
- Pensions advice
- ISA investments
- Trust Planning
- Inheritance Tax Planning
- Tax Allowances
- Protection advice
- Business Owners
Summary: Investec Capital Solutions is looking to expand into Bristol and surrounding areas after much success in London
