Find a Financial Planner in Cardiff

Business advisors and strategists. We work for Small and Medium sized businesses in the main. Our aim is to help business owners achieve a healthy work life balance by improving their businesses. We help with marketing, lead generation and conversion, team and management solutions, sales ledger issues,budgeting/cash flow, cost reduction/efficiencies, cash flow , sales and exit strategies.

We are a family business based in Blackwood South Wales providng accountancy and bookkeeping services to sole traders, partnerships, limited companies and charities both locally and nationally. We pride ourselves on providing exceptional quality at an affordable price.

Acceler8me is a management consultancy firm that helps businesses all of sizes grow. We help directors and entrepreneurs build Business Plans, Financial Forecasts, Marketing Strategies and Growth Strategies. Once a business is investment ready we assist them in finding ‘Smart Money’ Investors and applying for Government Grants. We help businesses all around the UK, get the funding and plans in place, they need to grow

Having spent 6 years at PWC, I created Logistis with the mission of making accessible to customers a range of professional services that are tailored to their needs. Having worked with clients that range from sole traders to FTSE 100 companies, I understand the importance of providing solutions that are proportional to the size of a client's business. I've seen first-hand the benefit to a business of having sound financial management and the ability to make informed decisions, and I'm also aware that for most business owners there aren't enough hours in the day.

Karen is a qualified CIMA management account & has over 20 years experience in a variety of industries including the publishing industry, financial services, the leisure industry and most recently worked for a property management agent in the retail industry. She recently decided to set up her own company providing freelance accounting services. The aim of the company is to provide accountancy & financial services along business process skills to growing & developing businesses to drive further growth, stability & profitability.

Business consultancy with practical support. We offer a range of services to businesses and individuals, but specialise in the following: Coaching - Business Planning & Strategy - Social Media strategy and content management - Web Design - Virtual Assistance We get to know your business and, with you the business owner, establish exactly what you need. Whether it’s coaching or outsourcing your social media, web design or preparing a business plan we can help.

I am a Chartered Financial Planner with over 20 years experience. If you would like to work with me or have questions I can be contacted on: zero seven seven two seven one four seven nine three two, or nathan.hawkinsthomas at sjpp.co.uk. The Financial Planning includes: Trusts and Inheritance Tax Mitigation Pensions and retirement. Investments, ISAs Pro active tax planning Life Insurance

15 years experience in seeing people succeed at the things that matter most! Have worked across Sales, NFP, Education and Faith-Based Arenas. Business is personal - profitability, productivity and efficiency are things I love but they mean nothing without care and attention for the person behind the product aka you. Passionate executive and business coach specialising in those looking to increase $$ without sacrificing their life or their family to get there.