Financial Advisers in the UK

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Expertise:
  • Retirement Planning
  • Pension Planning
  • ISA's
  • family protection
  • Inheritance Tax Planning
  • Pension Transfers
  • Income Protection
  • Savings & Investments
  • Wealth Management
  • Trust Planning

Spendkey Limited

Financial Adviser

Summary: Spendkey is a provider of Spend Analytics Solution spendkey is a comprehensive spend management solution for accurate spend visibility and trusted…

  • Postings (2)
Expertise:
  • Pension Advice
  • Equity Release
  • Mortgage & Protection Advice
  • Investment Advice
  • Estate planning; Wills; LPA’s;
  • Independant Financial Advice
  • Whole of market

Summary: Providing 'restricted' financial advice on a panel of providers and asset managers which are hand picked by the investment committee of a FTSE 100…

Expertise:
  • Financial planning
  • Wealth planning
  • Retirement Planning
  • Retirement & Pension Planning
  • Retirement Advice
  • Investment Planning
  • Inheritance Tax Planning
  • Inheritance Tax IHT
  • Protection and Insurance
  • Pension advice & transfers
  • Pension Consolidation
  • Pension contribution
Expertise:
  • Financial Advice
  • Investment Advice
  • Wealth Management
  • Investment
  • Wealth Preservation and Growth
  • Pension Advice
  • Pension Consolidation
  • Pension advice & transfers
  • Pension contribution
  • Investment Planning
  • Protection
  • Protection and Insurance
  • Will
  • trust & estate planning
  • Retirement & Pension Planning
  • Retirement Advice
  • Retirement Planning
  • Workplace Pension Schemes
Expertise:
  • Inheritance Tax Planning
  • Pensions
  • ISA's
  • Wealth Management
  • Investment
  • Pension Transfers
  • investment planning
  • Pensions on Divorce
  • Investment Bonds
  • Onshore and offshore Bonds
  • Trusts & Estate Planning
  • Business Relief Investments
  • enterprise investment schemes
  • Venture Capital Trusts
  • Junior ISAs
  • Cash flow modelling
  • Tax Efficient Investments
  • Protection and Insurance
  • Life Insurance
  • Critical Illness Insurance
  • Income Protection
  • Business Protection
  • Sharehoder Protection
  • key person insurance
  • Gifting
  • Inheritance Tax Stratagies
  • Lifetime Allowance Planning
  • annual allowance
  • carry forward
  • financial coaching
  • intergenerational planning
Expertise:
  • Pensions
  • family protection
  • Pension Transfers
  • Investment
  • Wealth Management
  • investment planning
  • Inheritance Tax Planning
  • ISA's
Expertise:
  • Inheritance Tax Planning
  • Pensions
  • Income Protection
  • ISA's
  • Wealth Management
  • Investment
  • Pension Transfers
  • Life cover
  • Pension Consolidation
  • Tax Allowances
  • Tax Planning
  • Invesment Planning
  • Investment Advice
  • Pensions on Divorce
Expertise:
  • Pensions
  • Investment
  • ISA's
  • Pension Transfers
  • family protection
  • Income Protection
  • Inheritance Tax Planning

Summary: I am a Financial Planner, helping individuals plan for their future. Whatever your stage of life – my aim is to form and implement a financial plan…

Expertise:
  • Pensions
  • Wealth Management
  • Pension Transfers
  • ISA's
  • family protection
  • Inheritance Tax Planning
  • Investment
  • Postings (3)

Summary: Lifestyle Financial Planning - We are a lifestyle financial planning business which means we’re focused on building long-term plans for our client’s…

Summary: After graduating from University, I have spent 22 years working in the financial services sector. I started my career at MBNA bank in Chester,…

Expertise:
  • Cash flow modelling
  • Holistic Financial Planning
  • Financial Adviser
  • Postings (12)
Expertise:
  • Inheritance Tax Planning
  • Pensions
  • Pension Transfers
  • Wealth Management
  • Investment
  • investment planning
  • ISA's
  • family protection
  • Income Protection
  • Pensions on Divorce
  • Holistic Financial Planning
  • Inheritance
  • IHT
  • IHT and Estate Planning
  • IHT Returns
  • CGT
  • Capital Gains Tax
  • Inheritence Tax
  • Wills & Trusts
  • Trusts
  • Trusts & Estate Planning
  • ESG
  • Ethical Investments
Expertise:
  • Financial Advice
  • Financial Planning
  • Invesment Planning
  • Retirement Advice
  • Retirement & Pension Planning
  • Protection
Expertise:
  • Asset and Project Management
  • Financal services
  • Teamwork
  • Python
  • data
  • Data Analytics
  • Excel BI
  • Excel
  • Stakeholder Management
  • Investment
Expertise:
  • Financial planning
  • Pensions for Directors
  • Retirement Planning
  • Retirement Advice
  • Investments
  • investment planning
  • Protection and Insurance
  • Business strategy
  • Accounting
  • Inheritance Tax IHT
  • Inheritance Tax Planning
  • Employee Benefits
  • Cross Option Agreeements
Expertise:
  • Estate planning; Wills; LPA’s;
  • Inheritance Tax Planning
Expertise:
  • Pension advice & transfers
  • Pension Advice
  • Pension Consolidation
  • Investment Planning
  • Investment Advice
  • Inheritance Tax Planning
  • Estate planning
  • Pensions on Divorce
  • Investment
  • ISA
  • Pension Transfers
  • Wealth Preservation and Growth
  • intergenerational planning
  • ISA's
  • ISAs
  • Protection and Insurance
  • Protection
  • Income Protection
  • Life Insurance
  • Critical illness cover
  • Family Income Benefit
  • NHS
  • Unit trusts
  • Limited Company
  • Pensions
  • Mortgage
  • Mortgage & Protection Advice
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Kent Professionals is a networking platform with over 40,000 members, helping professionals connect with new clients, business contacts, and referral opportunities.
For help, call 0333 002 0152 or write us at enquiries@professionalsuk.co.uk.