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Find financial planners for your business today.

Creating a financial plan is an essential part of laying out your company’s strategic vision and goals. That’s why we’re proud to be helping small businesses throughout the UK find great financial planners.

Whether you’re looking for advice on achieving your business objectives, protecting against key employees falling sick, or handling employee benefits and pension schemes – we’ll contact our extensive network of financial advisors and chartered financial planners to find the perfect company for your needs.

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Trend Finance Solutions

As a Qualified Accountant with many years of experience in industry, I must admit, I am a numbers geek! Having worked with businesses to run, manage their accounting, incorporating robust financial forecasts, budgets, business plans and KPI models; helped businesses make strategic decisions to drive the business forwards. With this great depth of experience, I have helped many clients with the preparation of detailed financial forecasts, current state analysis and business plans to support applications for funding. I am a FCA authorised commercial finance broker, arranging funding for new business, trading businesses and property. What really sets me apart from other businesses, is the depth of understanding of what lenders and banks need to see in a business plan. Whether its preparing business plans, forecasts, KPIs for help making strategic business decisions or to support an application for funding, please get in touch.

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What do you love most about your job?

I love helping clients gain results. Whether its building business plans and budgets to help make key strategic business decisions or to support a funding application with the bank/lender; it is so satisfying to achieve success in the business driving forwards.

What inspired you to start your own business?

I am really inspired to grow my own business. Being a mum of 3, having a good work-life balance and using my skills and expertise to help businesses and individuals grow really excites me. I love making a difference and make the most of the opportunities to add great value which inspired me to be my own boss 😊

Why should our clients choose you?

I am passionate about helping clients achieve results. I am well driven to understand the clients needs, building a good relationship with the client and providing results. There is no obligation, I look forward to helping businesses thrive!

Can you provide your services online or remotely? If so, please add details.

Most of my services are provided remotely via email contact and online systems with Zoom and Teams.

What changes have you made to keep your customers safe from Covid-19?

I have conversations with clients over the phone, zoom, teams, or a platform they use easily. When required, I do visit businesses to have meetings socially distanced and adhering to the Covid-19 safe guidelines

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The average price of a Financial Planner is £300

Region Great Value
Average
Premium
Nationwide
£275
£300
£440
London
£275
£300
£480
West Midlands
£275
£300
£400

Reviews

4.88/5.00

based on 35,620 reviews

The average rating for Bark Financial Planners is 4.88, based on 35,620 reviews.

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