Investment & Wealth Managers in the UK

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Expertise:
  • Pension advice & transfers
  • Mortgage Advice
  • Protecting your family
  • investing
  • Pension Consolidation
  • Pension Advice
  • Pension Transfers
  • Pension Planning
Expertise:
  • Retirement & Pension Planning
  • Wealth Management
  • Risk Assessment
  • Investment Planning
  • Cash Flow Management
  • Postings (2)

Summary: Advisory, Angel Investment  Series A funding Fintech and Family Office

Expertise:
  • Wealth Management
  • Financial Planning
  • tax advice
  • Investment
  • Pension
  • Pension Auto Enrolment
  • Pension Planning
  • Pension Transfers
  • Retirement Planning
  • Protection
  • Inheritance Tax Planning

Danny Szabo

Oxford Capital - Manager Investment & Wealth Manager
Expertise:
  • Investment
  • enterprise investment schemes
  • Inheritance Tax Planning
  • vct (venture capital trusts)
  • investment planning

Summary: I specialise in wealth management, which covers saving for retirement, lump sum and regular investments, inheritance tax planning and personal and…

Summary: I’m a fully qualified Mortgage & Protection adviser of Spot-on Financial Solutions Ltd covering the North West region. We offer mortgages from the…

Summary: Wizard Capital Management provide the only trading training courses outside London. All courses are run from our Spinning Field offices. So whether…

Summary: Raoul's focus is on building long term trusted relationships with his clients. Expertise Wealth Management, Pensions & Retirement, Protection &…

Summary: Expertise Pension, Investment, Group Pension, Company Pension, Equity release, Trust work, Holistic Financial Advise, Lifetime planning

Summary: Expertise I manage investments for a variety of clients, ranging from institutions, charities and individiuals. We pride ourselves on providing…

Summary: Ex-Trak's Intelligent Parcel Solution is a totally unique web-based multi-carrier selection portal. Its dynamic decision matrix selects the best…

Summary: Expertise Business Strategy, Multiple level growth strategies, Sales, Marketing, Operations & Logistics

Samantha Hayes

Investment & Wealth Manager

Summary: Expertise I specialise in creating and maintaining my clients wealth. I can of offer advice in the following areas: Investments (new and…

Summary: People come to us wanting to know how to make the most of their income and assets. We achieve that by being able to: 1. Find out what is…

Summary: Multiple Investment Partners GB (MIPGB) specializes in identifying and sourcing a small number of hand-picked new products for IFAs and professionals…

Summary: Dewhurst Torevell provides completely independent financial and investment advice. Our aim is to help individuals and organisations to manage their…

Summary: Independent Adviser, specialising in advising owner managed businesses and their families. Experience in the Self Administered Pension area,…

Summary: I am an Associate Investment Director with Rensburg Sheppards Investment Mangament (RSIM). Prior to joining RSIM, I worked in London for PwC training…

Summary: Financial Advisor for 35 years as an owner director for the majority of that period. Expertise Wealth management with specialism in Small Self…

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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.