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Pensions and Incentives Experts in Monmouth ready to help


Cavell

Cavell

Cavell is verified Certificate of Excellence 2019

Up to 25% of a managers time is spent on staffing issues in the workplace! We're passionate about providing businesses with more Simplicity so we can give back precious time that can be reinvested into businesses and drive future success! We believe in linking your staff and future recruits to your core business values and visions, providing support to build inspiring Leaders and Coaches that enable teams to drive themselves and the business forward. Our HR and Payroll expertise provide ongoing support to reduce risks and further increase simplicity because the value of your time within the business is priceless. 

Allum Book-keeping Services

Allum Book-keeping Services

Hi, my name is Geoffrey Allum, owner of Allum Book-keeping Services. Services I offer are Payroll, Pension Auto-enrolment, Bookkeeping and Self-assessment tax returns. Work is processed at our office in Dorset. I do not work at client's offices; however I would be happy to attend meetings and or collect documents, etc. from client's offices. 

Wisbech Payroll Ltd

Wisbech Payroll Ltd

Payroll and BACS bureau. We provide payroll and BACS outsourcing services for any size of company. We also provide BACS facilities for other payroll providers and accountants.  

Mortgage Squared Ltd

Mortgage Squared Ltd

Mortgage Squared Ltd is verified Certificate of Excellence 2019

Mortgage Squared isn’t your average mortgage broker. We are family run, friendly and we believe that our unique business ethos will make the impact it so truly deserves. A mortgage is one of the biggest investments of your life and we want it to be a journey that you can feel relaxed and excited about, leaving the stress and overwhelm behind. We want to be your Mortgage Broker for life, standing with you every step of the way and guiding you towards your dream home and beyond. 

Umbrella Financial

Umbrella Financial

 

Sterling Welsh Ltd

Sterling Welsh Ltd

This is what we do... Looking to buy your first home? Need to remortgage for a better rate and save money? Let us take away the hassle for you. Don't bother visiting numerous bank or surfing the web in the hope that you will get the best deal. Let one of our experienced brokers give you call to see if we can help. We don't charge a fee for the initial consultation and will speak to you on weekends and in the evening so that you don't have to take time off work. We guarantee to get you the best rate and we have a no quibble, 100% MONEY BACK GUARANTEE if you are not happy for any reason. So, what are you waiting for, give us a call now and we will be more than happy to help. I look forward to speaking to you soon. David 

Crowood Financial Solutions

Crowood Financial Solutions

Crowood Financial Solutions is verified Certificate of Excellence 2019

Providing mortgage advice and financial planning to individuals and businesses. 

Nikki Assists

Nikki Assists

Here at Nikki Assists we are incredibly organised, we also love paperwork. So why not take advantage of the fact that there is someone who is willing to take on those tedious, time consuming tasks freeing you up to actually run your business, create your artwork or whatever else it is you'd rather be doing instead of form filling, filing and fretting. More than just book keepers we will actually deal with the day to day tedium allowing you to focus on the important and interesting things you enjoy about your business. We also offer Payroll services and VAT returns, telephone answering service and many other services. 

CT Financial Planning & Wealth Management

CT Financial Planning & Wealth Management

 

Payroll Services London Ltd

Payroll Services London Ltd

Payroll Services London Ltd is verified Certificate of Excellence 2019

£2.50 per payslip contact us now. CALL NOW 0203 600 0006 CALL US 24/7 Payroll Services London Ltd can free you from the stress of having to run your payroll. A full payroll service is offered including: Processing Payslip production (either paper or electronic) Filing all reports with HMRC Auto-enrolment (Pensions) We can also deal with HMRC on any payroll issues 

Sanctuary Financial Planning

Sanctuary Financial Planning

 

Adam Cockerham - Chartered Financial Adviser in Bath

Adam Cockerham - Chartered Financial Adviser in Bath

Adam Cockerham - Chartered Financial Adviser in Bath is verified Certificate of Excellence 2019

My name is Adam Cockerham and I am a Chartered Financial Planner based in Bath. I pride myself in providing a very down to earth and honest approach to my client’s financial needs. I specialise in mortgage and protection advice, inheritance tax planning, and investments and pension reviews, I help people with their aspirations, and work with them on a strategy to make them a reality through long-term working relationships. What gets me out of bed on a morning, is a genuine love for helping people prosper, irrespective of their circumstances. Discussing a financial plan doesn’t have to involve jargon or complexity that you don’t understand. It just needs a highly-qualified, honest and friendly professional to help you make the most of your financial situation. That is exactly what I’m here to do. 

No Fuss Payroll

No Fuss Payroll

No Fuss Payroll is verified Certificate of Excellence 2019

Professional and friendly payroll services for small & medium businesses and accountants. Sam from No Fuss Payroll is qualified through the ICB, the UK's largest professional body for bookkeepers and payroll agents. Offering a full payroll service, including PAYE, NI, statutory deductions and payments, pension auto-enrolment, holiday pay, starters and leavers and filing all returns online. All with amazing customer service - nothing is too much trouble. Prices start from £1.75 per employee. 

PIP Solutions Ltd

PIP Solutions Ltd

PIP Solutions is a knowledgeable and experienced accountancy practice offering a wide range of services to small businesses and personal clients. We're here to help you with everything from personal tax matters to complex business compliance issues.  

Rock Pension Research

Rock Pension Research

We are an independent pension research company that offers a free service for consumers. We only work with fully regulated independent financial advisors across the UK 

SmartWills Limited

SmartWills Limited

At Smart Wills, our priority is your peace of mind. We are specialists in Will writing and Estate Planning. We make it easy for you put your affairs in order and to provide security for your loved ones when you are gone. We are members of the Institute of Professional Will Writers and have over 25 years of experience in Wills and Estate Planning. Our services are cost effective, but you also have the assurance of our wealth of experience and expertise. We can always help, no-matter how complicated the circumstances. It is important to write your Will but it is also important to ensure that your Will is valid. At Smart Wills we love what we do and always offer a thoroughly professional and friendly service to our clients. Get in touch to find out more about the support and services that Smart Wills can offer to you and your family. 

Bowen Coade Busst LLP

Bowen Coade Busst LLP

Bowen Coade Busst LLP is an Independent Financial Planning practice based in North Somerset and Bristol. Derrick Coade, DipPFS CertCII (MP&ER), is the advising partner with 24 years of experience in financial services. Derrick is a member of the Chartered Insurance Institute and the Personal Finance Society. Tom Ackland, FPFS, is a Chartered Independent Financial adviser with over 13 years of financial planning experience. Tom has attained the prestigious level of Chartered Financial Planner from the Chartered Insurance Institute, which is the pinnacle level of qualification within the profession, and is also a Fellow of the Personal Finance Society. Whether you are retired, approaching retirement, a business owner, a busy professional or simply want to take stock of your current financial situation, our role is to help you understand where you are and how to create a bespoke financial strategy to help you to achieve your personal, professional and family goals – quite simply, to make it happen. We often find that our clients do not have the time, knowledge and/or inclination to actively manage their investments given the increasing demand of time on both their personal and professional lives. If you recognise this situation and realise that your assets would benefit from a professional review, to ensure that you are maximising their potential whilst minimising taxation, then we can help. Simplifying your financial life to achieve your ambitions is our goal. “The problem is never the problem. The problem is that you don’t know how to think about the problem”. Steve Jobs Bowen Coade Busst LLP will endeavour to provide clarity by working in an open, honest and transparent way. We will avoid jargon wherever possible and communicate with you clearly and promptly. We believe in building client relationships for the long term, guiding you through the stages of wealth creation, accumulation and protection, with a plan, helping you meet your financial ambitions and bringing you closer to reaching your main life ambitions. We will meet regularly to assess your progress and to fine tune your plan in line with any changes to your personal circumstances and/or financial legislation. 

Dunkley's

Dunkley's

We are an award winning accountancy firm based in North Bristol, our team look after clients from across the UK and overseas. Dedicated to providing practical and professional advice, we can help businesses and individuals at all levels. 

No Risk Recrutiment

No Risk Recrutiment

 

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Hawkins Wealth Management

Hawkins Wealth Management

 

Sort My Accounts

Sort My Accounts

 

Introclub.co.uk

Introclub.co.uk

 

Like Partners Limited

Like Partners Limited

LIKE Partners are a knowledgable independent business transformation consultancy who are experienced in delivering impactful positive business solutions and interventions across organisations in multiple geographies and sectors. LIKE Partners deliver long-term sustainable, measurable change whilst creating an environment in the business that fosters further growth and success. The target market for LIKE Partners are companies who are going through transformational change and growth. Specific areas of expertise include: M&A; Organisational Design; Business Integration: Knowledge Management; Change Management; People Capability. MERGERS & ACQUISITIONS Confidential Data Room Review Business Impact Assessment Full management of Transfer (In & Out) ORGANISATIONAL DESIGN Business Optimisation Transformation Target Operating Model Operating Structure BUSINESS INTEGRATION Process Improvement & Design People Integration following Mergers & Acquisitions Alignment of HR Standards & Processes Systems / Supplier Consolidation & Efficiencies Compensation & Benefits Design KNOWLEDGE MANAGEMENT Impartial partner to understand your business operations Risk Management and Process Improvements CHANGE MANAGEMENT Growth/Reduction/Optimisation/Outsourcing strategies Communications Restructuring Employee Engagement PEOPLE CAPABILITY Skills Assessment Recruitment & Selection Performance Management 360 Degree Reviews Confidential Talent Review Coaching Learning & Development 

Comera Financial Consultants Limited

Comera Financial Consultants Limited

Comera Financial Consultants are ethically focussed Financial Consultants, Independent Financial Advisers and Accountants who offer a principled approach to achieving your objectives. As an SME ourselves, we are huge fans of small businesses but we understand that life as a company owner can be as challenging as it is rewarding, and we want to make sure that we enhance the positives and minimise the risks. As a business owner, you want a service which caters as much to your business aspirations as to your personal aspirations that’s why we look at your overall situation and work on providing a harmony between the two. ​We are here to assist you, [CALL TO ACTION] 

Global solutions

Global solutions

 

Pose HR Homepage

Pose HR Homepage

 

Moorepay

Moorepay

Every business has people it needs to look after and pay, but it can be difficult. So much legislation to comply with, and so many processes to perform. Sometimes you need a little help. We’re trusted across the length and breadth of the UK, partnering with four high street banks to provide payroll & HR services to their clients, as well as over 20% of Fortune 500 companies, 90% of the UK’s local authorities and all of Britain’s police forces. But most of our 10,000+ customers are organisations like yours – they want a team of payroll & HR experts they can call on any time, with software that works for them, and people to help them do it their way. 

Blestium Financial Services

Blestium Financial Services

 

Beals Wealth Management

Beals Wealth Management

 

Barrett Bookkeeping Services

Barrett Bookkeeping Services

With 11 years experience working in Finance. I can offer a lot. Making Tax digital is near. I can get you set up on software that is compatible. I carry out general bookkeeping services, bank reconciliations, purchase ledgers/sales ledgers, VAT returns...the list goes on. Payroll and Pension Soletrader tax returns The list goes on.  

Jackson and Smith

Jackson and Smith

Looking for a pension transfer specialist! JacksonSmiths works alongside a Firm of Pension Transfer Specialist. Firstly, we would like to arrange a free telephone consultation with a specialist to get a better understanding of what you are looking to achieve together with answering any questions you may have. If they can help they will then prepare a transfer analysis report, cashflow plan and no obligation recommendation on your behalf. 

Legacy Pension Services

Legacy Pension Services

Legacy Pension Services is a leading finance company specializing in pension reviews. Legacy Pension Services prides itself to provide top quality and professional pension reviews to clients insuring that they are advised and at 'peace of mind' with their pension. Our expert advisers are able to research and review your pension to insure they are performing at the best of its ability. We have experienced and professional advisers specializing in not only pensions, but mortgages, wills, investment and life protection; located all around the UK. So wherever you are you can be certain that an FCA regulated adviser is available within your location.  

Lewis Harmer Financial Planning Services

Lewis Harmer Financial Planning Services

 

Financial Help UK

Financial Help UK

Financial Help UK are a company independently set up to offer extra support and help to the general public in regards to pension law changes brought in by the government in April 2015. Financial Help UK are in conjunction with licensed and regulated independent financial advisors around the United Kingdom who offer full and impartial financial advice on your frozen or active pension. 

Manson Accountants Ltd

Manson Accountants Ltd

We are a small firm of chartered accountants who specialise in looking after the financial affairs of small businesses and their owners. 

KN Accounts & Book-Keeping Services

KN Accounts & Book-Keeping Services

I offer a full range of accountancy and book-keeping services to individuals and small to medium sized businesses, including: Collection & Delivery of all paperwork Tax/VAT & End of year returns PAYE/Payroll Management Business Start-up Credit Control & Admin support 

Paeroll from Hammond & Co. (Gloucester)

Paeroll from Hammond & Co. (Gloucester)

I provide a range of services for clients including - Accountancy services - Bookkeeping - Payroll - Pensions Auto Enrolment - Tax advice - Company Incorporation The accounting software that I use is - Xero - GenLife Payroll 

Knowing News

Knowing News

 

Steven Edwards

Steven Edwards

 

Pensions and Incentives Experts on Bark


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Example Pensions and Incentives Barks


What product or service does your company provide?

Private individual enquiry

Describe the project that the professional will be working on

Transfer out from defined benefit pension (owing to health condition)

Employees

1-5

Turnover / Annual Sales

£500k-£1M

How soon will the project begin?

Less than 6 months

What type of business needs the service?

Individual

Is a pension process already in place?

Existing Defined benefit with transfer value

What product or service does your company provide?

None

Describe the project that the professional will be working on

Transfers defined benefits

Employees

5-10

Turnover / Annual Sales

Less than £100k

How soon will the project begin?

Less than 2 months

What type of business needs the service?

Individual

Is a pension process already in place?

No existing process


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