Where do you need Financial Planners?
You’ll find the best Financial Planners near you on Bark. Start your search and get free quotes today!
First time looking for a Financial Planner and not sure where to start? Let us do the legwork for you. Tell us about your project and we’ll send you a list of the top Financial Planners in Dorset to review. Whether you’re looking for quotes or you want to speak to some local professionals, we’ll connect you with the best Financial Planners for the job.
There’s no pressure to hire, so you can compare profiles, read previous reviews and ask for more information before you make your decision.
Best of all - it’s completely free!
We’ll help you find Financial Planners in Dorset. Help us refine your search by telling us your requirements and we’ll contact service providers in your area to help you.
You’ll receive free quotes from professionals in Dorset and get quick notifications via our website or app. We make sure we do the leg work for you!
Pick from some of the best providers in your area. With easy access to reviews and direct contact with Financial Planners, you can be confident with your choice.
Dorset
NR Sharland and Company offer a fast, efficient service where we listen to your requirements. Established in 1993 we have retained many of our original clients over the last 25 years. We aim to ensure your tax liabilities are minimised and you stay compliant with HMRC. We understand the need to meet deadlines, avoid penalties and provide a quick turnaround. We offer a fixed fee service where fees are agreed at the outset and can be paid monthly by standing order which helps your cash flow.
If you need a highly experienced life coach, or psychotherapist or business consultant, I am the person to speak to. My life coaching and psychotherapy skills benefit from extensive training and experience in the human givens approach to psychotherapy. This means I follow the guidelines laid down by the ethical committee of the European Therapy Studies Institute. So, any coaching I offer has to be highly effective and either evidence based or firmly rooted on the latest scientific research findings from psychology and neurobiology.
Ian Croyden
Jeremy has helped us save a huge amount of costs in production with his lean planning approach. He is always down to earth, his ideas are easy to grasp and he doesn’t just talk jargon at us. Personally Jeremy has helped me get a much better understanding of staff issues and their motivation. Also, using his planning and diagnostic techniques helps me to take a step back so as to get a fresh view of things. His time with us has been hugely influential and we are now delivering a much higher turnover with roughly the same staff levels. Excellent for the bottom line and actually less stressful too.
We are Part Time Finance Director (CFO) service - FD OnDemand - offering Finance Function management, investor and investment services, monthly Management Accounts, Forecasting Budgeting, Business Planning and Strategy, plus all related roles and tasks (including Bookkeeping as required).
Dorset
Chris has been a management professional for over 30 years and worked in a number of diverse industries. He is also heavily involved in the charitable sector and local government. His passion is about helping businesses and charities to grow and prosper in an ever changing economic landscape. He has brought together a number of business & charity professionals, to deliver a bespoke service to our clients, that would like a fresh pair of eyes to help them to develop their business or charity.
At Cranfield Consulting the Don's mandate is to inspire and empower clients to take control of their future! Don has held senior management positions in the automotive, fashion, electonic brown goods and financial services industries. He has extensive FMCG experience in manufacturing, retail and consumer electronics. He was also the managing and business development partner in a large accountancy firm providing business development consultancy to clients. The current client base includes individuals, small and mediun sized OME's as well as large multinationals.
My most satisfying aspect of my work is watching clients grow and develop both their busineses and themselves!
In essence one of the most enjoyable parts of my role is to solve problems before they arrise!
I have had my own business since the early 1980's in one guise or another.
6 years ago I decided that I had been magaging an accountancy firm long enough and wanted the freedom to help and advise clients "outside the box" hence Cranfield Consulting was conceived and started!
I bring a wealth of experiences into their own business and environment.
In many ways it's like having their own personal business guru, financial director and the guy that can help with the "WTF was that" events!
All my services can be provided online.
I use Zoom and Microsoft Teams to deliver to clients in the UK, Europe and Africa.
I am also available via normal phone calls as well.
Working online, ensuring that we all stay virus free and ensure that when we do send documents in physical form there is no risk of the contents being contaminated in any way.