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Trend Finance Solutions profile image
T

Trend Finance Solutions

‘21 Certificate of Excellence

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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a professional

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 rewarding 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 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 to achieve results. I am well driven to listen and understand clients needs. I enjoy building good relationships with clients, helping them and provide results.

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 Financial Planners is £360

Region Great Value
Average
Premium
Nationwide
£300
£360
£500
London
£300
£360
£600

Reviews

4.87/5.00

based on 51,855 reviews

Wilbert of the company was excellent to work with. The fees were very reasonable and he handled all the paperwork transferring from my previous accountant in a very efficient manner. I am very happy with the service.

14 Mar 2024

Wilbert and his team provided us with an excellent service for completing our self assessment tax return.

14 Mar 2024

Wilbert is patient and helpful. I have a starter business, helped me work out a system for my returns.

06 Mar 2024

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