All Professionals in Financial Services
Expertise:
  • Pensions
  • Inheritance Tax Planning
  • investment planning
  • family protection
  • Income Protection
  • Wealth Management
  • Employee Benefits
  • Insured Employee Benefits
  • ISA's
  • Postings (12)

Steph Cunliffe

UK Legal Assist - Business Development Manager Company Size: 101 - 500 Employees Company Turnover (£) : 10,000,000 - 100,000,000
Expertise:
  • Professional Document Sign Up
  • Document Collection Agency
  • Personal Injury Services
  • Industrial Disease
  • Mis Sold Pensions/Investments
  • Redress Claims
  • Mis Sold Claims
  • Equity Release
  • Face to Face Sales
  • Client Appointments
  • Compension Claims
  • Postings (15)

Sam Bogdos

LIV Insurance Solutions - Sales Director Company Size: 21 - 100 Employees Company Turnover (£) : 1,000,000 - 10,000,000
Expertise:
  • Pension Transfers
  • family protection
  • Inheritance Tax Planning
  • Wills
  • Pensions on Divorce
  • Pensions
  • Postings (18)
Expertise:
  • investment planning
  • Investment
  • Pensions
  • family protection
  • ISA's
  • Retirement Planning
  • Business Protection
  • Critical illness cover
  • Life Insurance
  • Income Protection
  • Unit trusts
  • Wealth Management
  • wealth preservation
  • Postings (1)
Expertise:
  • Business start up
  • Business strategy
  • Business & Personal Tax
  • Turnaround
  • FInance Director
  • Finance
  • Treasury Management
  • Mergers and Acquisitions
  • company Accounts
  • Company Formation
  • Management Accounts
  • Systems implementation
  • Accounts preparation
  • Owner-manager business support
  • Finance management
  • Manufacturing
  • Construction
  • Property Development
  • property development finance
  • Postings (2)
Expertise:
  • Merchant Services
  • Card machines
  • Card Payments
  • renewable energy
  • Renewable Technologies
  • Banking
Expertise:
  • Business Finance
  • Finance
  • Invoice Finance
  • Funding
  • Bookkeeping & payroll services
  • Training Design
  • Training and Development
Expertise:
  • Pension Transfers
  • Investment
  • Pensions on Divorce
  • Pensions
  • investment planning
  • family protection
  • Inheritance Tax Planning
  • vct (venture capital trusts)
Expertise:
  • Corporate Finance
  • Property Finance & Re-finance
  • Business Loans
  • Invoice Finance
  • Asset Finance
  • Professional Practice Funding
  • MBO and MBI Finance
  • Leasing

Rachel Craft

Regency Factors - Marketing Manager Company Size: 21 - 100 Employees Company Turnover (£) : 10,000,000 - 100,000,000
Expertise:
  • Finance
  • Factoring
  • Asset Finance
  • Marketing
  • german
  • Postings (8)

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