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Pensions and Incentives Experts in Poynton 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. 

MacFarlaine & Brooks

MacFarlaine & Brooks

We don’t just give financial advice to help people generate or protect money and wealth, we do it with YOUR specific goals in mind, helping build the life you want for you and your family, while protecting against the worst of what life can throw at you. “Advice For Life” Mortgages, Pensions, ISA's, Insurance, Protection, Bonds, Investments 

Spires Independent

Spires Independent

Spires Independent is verified Certificate of Excellence 2019

At Spires Independent we are dedicated to providing you unbiased independent advice with a high level of service. We offer a range of financial services, backed by our team of Independent Financial Advisers, including a specialist Pension transfer expert. So whatever you're looking for, at Spires Independent you're safe in the knowledge that we've got just the expert team waiting in the wings to be of assistance.  

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. 

Nj Legal services

Nj Legal services

Nj Legal services is verified Certificate of Excellence 2019

Qualified to give you the best advice & service with a no obligation discussion from a friendly and professional family business in Estate planning including Wills, Lasting Power of Attorney documents, Lifetime Trusts, Inheritance tax planning, Probate service, Long term care fee planning, pre payment funeral plans, Financial planning & Pension advice. Focusing on you the individual by listening and establishing what it is you would like to achieve and then providing you with the right solution. This ensures your Assets are protected for your loved ones and future generations.  

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. 

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 

Tudor Financial Consultants Ltd

Tudor Financial Consultants Ltd

Tudor Financial Consultants Ltd is verified Certificate of Excellence 2019

We offer a full range of financial services from mortgages, protection, pension and investments, business advice. Our team operate outside the normal working hours of 9-5, 7 days a week, as we appreciate our clients cant always take the time out of their working day. - First Time Buyers - Home Movers - Refinancing for debt consolidation, business purposes, home improvements - Adverse credit - High net-worth expertise - Pension and estate planning - Buy to let mortgage - portfolio landlords to new landlords looking to build up a portfolio Give us a call for a no obligation meeting!  

Wayne Graham True Potential Wealth Management LLP

Wayne Graham True Potential Wealth Management LLP

Wayne Graham True Potential Wealth Management LLP is verified Certificate of Excellence 2019

Experienced Financial Advisor with a demonstrated history of working in the financial services industry for over 22 years. Skilled in Pension Funds, ISAs, and Self-Invested Personal Pension (SIPP). Member of the PFS and accredited with level four qualifications. Wayne Graham is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. 

Zen Accountancy & Zen Financial Ltd

Zen Accountancy & Zen Financial Ltd

Zen Accountancy & Zen Financial Ltd is verified Certificate of Excellence 2019

Zen Accountancy offers a complete package to small business owners, including bookkeeping, accounts production, tax returns, VAT returns, payroll services, and ongoing help and advice regarding your business finances. We also offer regulated financial advice via our sister company Zen Financial, including investment, pension and mortgage advice. We charge fixed monthly fees to ensure you can budget effectively, and also offer fixed fee tax returns for £100. Get in touch for more details. You can check our what our clients think of us by visiting https://www.vouchedfor.co.uk/financial-advisor-ifa/crewe/298-mike-pendergast 

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 

Merbeck Consulting Ltd

Merbeck Consulting Ltd

Welcome to Merbeck Consulting. Tailored HR and Business Support Services HR and Business Support Services Although specialising in HR Solutions, we pride ourselves on our flexibility. We tailor our HR services to the individual needs of your organisation, either on an on-going basis or for short term projects. Our services extend to payroll and book keeping, facilities management, pensions advice, health and safety and much more. In addition we specialise in services to golf clubs. With a PGA Professional within our team we understand exactly how your club works and just what you need to ensure compliance in both HR and our other business services. You can use as many of our services as you require, allowing you to get exactly what you need and helping you to achieve the desired result. 

enjoy benefits ltd

enjoy benefits ltd

enjoy benefits ltd is verified Certificate of Excellence 2019

The best employee benefits, business support and payroll package you could ever find •12 years experience in employee benefits and company support •Speak directly to our client support team with a specific named contact •Easy to use web based services with easy access to everything you need to manage the benefits you offer your employees •With near faultless up-time, excellent security and systems infrastructures, you can be reassured that you are in safe hands. •ISO 27001, 14001, 9001 and BS OHSAS 18001 compliance achieved and maintained •Registered DUNS number 73-919-4368 •a truly flexible range of employee benefits that you can choose from •our Client Advisors will look at the challenges your business is facing and then suggest the best benefits and services to help you and your employees •simple surveys customised to the benefits you want to offer for your employees •all the launch emails, leaflets and posters you will ever need. •work with your employees, to make sure they have all their questions answered •annual on-site reviews or "one to ones" with your employees, both for existing and new users, ensuring you get maximum employee take up. •no minimum number of employees fee and no fixed term contract with us. •employee queries are dealt with same working day – usually within an hour. •"Health & Wealth Wellbeing" days for your employees that include a physio or complementary therapist on site, gym instructor, bike supplier and mortgage advisor to give your staff a top to toe make over! •thousands of clients across the UK use our services and we are proud of our very high client retention rate. •an excellent service that meets the needs of all parties involved - the business, the employee, childcare providers and all our other suppliers Why you can choose us and what we can offer you •A dedicated account manager for every account and every service •Each of our clients is known by name and not a reference number •Our staff are experienced, knowledgable, and just a phone call away •We have a simple to use web based service •Client funds are protected in a client trust account, separate from the working capital of the business •We have a Mobile app so that parents can check their childcare payments on the go. Compatible with Androiad and iPhones •Daily payments to service providers •All requests and queries answered within 1 working day •A one stop solution to payroll, salary sacrifice and voluntary benefits and employer support  

fft

fft

We are a firm of Chartered Accountants and Business Advisors, based in Manchester city centre, serving a client base which ranges from entrepreneurial start-ups to international businesses 

JAB Accountancy

JAB Accountancy

Accountancy services based in North West. I am a qualified chartered accountant and a qualified chartered tax advisor. My services include the following: Annual accounts Management accounts Bookkeeping Tax returns for individuals and businesses Payroll services VAT returns Cash flow forecasts Profit forecasts I concentrate on giving a quality service at the best possible price.  

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. 

Henshaws Accountants

Henshaws Accountants

We are specialists in tax and accounts for small company clients, partnerships and sole traders. Our aim is to provide a low fixed fee that includes everything you need, and to make sure you keep up to date with your duties but pay as little tax as possible! 

MK ACCOUNTANCY LTD

MK ACCOUNTANCY LTD

MK ACCOUNTANCY LTD is verified Certificate of Excellence 2019

MK Accountancy is an experienced and highly proactive firm of accountants based in Didsbury, Manchester. We pride ourselves on our proactive and personal approach, and will work closely with your business to provide a service that is tailored to your individual needs. Indeed, we believe that our clients come first and strive in every respect to meet their requirements. So whether you’re a sole trader, partnership, limited company, Charity or new start-up, our dedicated team of professionals can help you run your business and personal finances in the most tax-efficient, forward-looking and profitable way possible. 

B2B Financial Management Services ltd

B2B Financial Management Services ltd

We provide online accounting software for freelancers, contractors and small businesses as well as providing bookkeeping, payroll, tax returns, annual accounts, credit control everything you need in one place. Combined with fully qualified bookkeepers and accountants available on the phone and via email for no extra charge. Our services are scaleable - you select and pay only for what you need. 

Julian Harris Financial Consultants (Network)

Julian Harris Financial Consultants (Network)

We help navigate you through your financial journey with our six stage process 1. Engage - We explain how we work for you, what you can expect from us and how we charge for our services. We establish how we can add value to you now and in the future. If we agree to work together we set out the terms of our relationship.​ 2. Discover - We delve deep, exploring your personal and financial objectives. We learn about your short term plans and long term aspirations and the things that are most important to you now and in the future. We safeguard your confidentiality and store information securely.​ 3. Analyse - Here we knuckle down and get hard to work researching the whole marketplace identifying financial solutions to meet your agreed objectives. It's the really savvy technical stuff which sets the backbone of the journey ahead. 4. Present - We present your financial plan in a clear transparent jargon free manner. We explain the strategy and how it meets your goals. We navigate you through the journey ahead, confirming your understanding and explaining the potential rewards and drawbacks. 5. Implement - Once you are completely happy and on board with the solutions we recommend, we will set sail and implement your financial plan, the start of your journey to financial independence. 6. Review - We promise not to keep you in the dark, and will monitor the progress of your plan in line with our agreed service level. We will assess if key changes in legislation or your circumstances affect the ongoing suitability of your financial plan. 

Charles Derby

Charles Derby

 

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 

Active Insurance Services

Active Insurance Services

We are Independent Financial Advisers and can assist you with impartial advice on all areas of Pensions/Insurance/Investment/Mortgages. 

Nest Financial Services

Nest Financial Services

 

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. 

Your Accountant Manchester

Your Accountant Manchester

Let us take the hassle out of your accounts, payroll and tax returns. We understand that tax, accounting and HMRC can be daunting, confusing and a real headache! At Your Accountant Manchester we're here to make your life easier so you can get back to things that you enjoy. We'll help you and your business by providing advice and guiding you through the HMRC maze. Your Accountant offers a truly personal, reliable and professional service. 

Bloomfield's accountants

Bloomfield's accountants

My company Bloomfield’s Accountant’s, setup in business in 2015 and is run by me Karrie Bloomfield, who has over 20 years experience working within the accountancy field supporting clients with all financial and taxation requirements. We apply our knowledge and expertise to a wide variety of small to medium sized businesses. Our offices are based in Atherton, Manchester and we offer our services to businesses throughout the North West of England. We specialise in:- ● Accountancy services – preparation of Sole Traders, Partnerships and Limited company financial statements ● Construction Industry Scheme (CIS) Services ● Payroll services including Auto Enrolment (Work places pensions) ● Taxation services – personal tax and company taxation ● Business Start up and formations ● Vat returns ● Book keeping ● Self assessment tax returns We thrive on supporting our clients through accountancy and taxation issues. We have helped many sole traders, partnerships, Limited companies, charities and non profit organisations with our simple and straight talking method to accounting. We have always had the philosophy to look after our clients with the paper work so they can concentrate on growing their business.  

PNC Accountancy

PNC Accountancy

Cover all aspects of accountancy. A complete service is provided including - Complete Bookkeeping Solution - Invoicing - Vat Returns - Payroll including Auto Enrolement - Management Accounts - Financial Statements - Budgets and Forecasts  

SAR Henderson Accountants Ltd

SAR Henderson Accountants Ltd

 

Burnett & co Financial Planning Ltd

Burnett & co Financial Planning Ltd

Burnett & co Financial Planning Ltd is verified Certificate of Excellence 2019

Friendly, no nonsense, fully impartial advice on all aspects of clients savings, insurance and protection needs, investments, pensions, pension transfers, annuities and inheritance tax planning from advisers with over 28 years experience in the Financial Services sector. Working for a family based business where ethical practise and the clients best interest is at the heart of everything that we do.  

Arithmetic Accountants & Tax Advisors

Arithmetic Accountants & Tax Advisors

A little about us, we are a small, competent, fun accountancy firm based in the heart of Birmingham with our client's needs, top of our priority list. Our team has over 20 years in the sector combined and we have come across most things! We pride ourselves on producing solutions, excellent customer service and 24 hour advice. We do not charge for any additional meetings. Due to our success helping businesses like yours, up and down the country, we've decided to open a brand new office in London! The finance capital of the world will finally have a young, competent and quirky accountancy firm! #ArithmeticAccountant'sLondonTakeOver2017 Our goal is to help make your business as efficient and profitable as possible. We will work with you to help solve your problems, while understanding that you have limited resources and budget. Upon completion, we will present to you a written assessment of your business and recommendations for improving inefficiencies and cost. Our services include and are not restricted to: •Auditing and Accounting •Business Planning •Business Start-ups •Business Consultations •Book Keeping •Company Secretarial •Capital Gains Tax •Inheritance Tax Planning •Corporate Tax Planning •Constructors Industry Scheme •Personal Tax Planning •Tax Investigations •Land and Property income •Tax •VAT •Payroll •Marketing Consultations •Management Accounts •Cash flow management •Dividends V Salary •Arithmetic Accountants offer free business start ups with one of our specialist business consultants and offer 18 months free Business Banking with one of our partners. FREE evaluation of your current accounts system Evaluate the system and make necessary changes to streamline; Communication, efficiency, accountancy to ensure financial reports at the year end are easy to devise for your current accountants Plan a credit control system to keep on top of Debtors (Optional Extra) Honesty, Transparency, Excellent Client Service Ad Hoc Tax Advice during the year. We have one of the highest client retention rate in the UK and have been voted 6th best Accountancy firm in Birmingham. We would love to accompany you on this beautiful entrepreneurial journey of yours and help you build year on year to become 

The Windermere Hotel And Brasserie

The Windermere Hotel And Brasserie

 

PayPartners Limited

PayPartners Limited

Pay Partners offers payroll management services to SME's Established for over 30 years , all our staff are Chartered Institute of Payroll Professionals qualified . All our processes British Quality Standard ISO 9001 accredited. We are a fully approved BACS provider.  

Nolan James

Nolan James

At Nolan James we are chartered accountants that pride ourselves on delivering quality advice coupled with exceptional service, tailored specifically for individual needs. Our professional team go the extra mile to exceed your expectations, helping you ensure that your business thrives in today’s competitive climate. You can be confident that through our flexible and tailored range of added value services, your financial affairs are in the safe hands of knowledgeable professionals you can trust.  

Accounts Direct

Accounts Direct

Accountancy, Bookkeeping, Payroll, Management Reviews, Compliance Reviews and Business Development We use state of the art software and go beyound the usual realm of accountants to make sure that your business is both compliant and profitable We specialise in business services for owner run companys see out TV Station - http://tv.businessedgemedia.co.uk/ for information videos, client testimonials & more 

KJG LLP

KJG LLP

Award winning Chartered Accountants and business advisors. Providing expert advice in taxation, corporate finance, audit, accounts, payroll & insolvency. Our aim is to help your business grow in the most efficient and effective way possible and we think you’ll find our business advice second to none. 

Berics Accounting

Berics Accounting

Berics is an accounting and bookkeeping firm with over 50 years of experience, and we specialise in helping small and medium sized businesses. We work virtually, which enables us to not only keep our rates competitive, but also to work with enterprises all over the UK. Our specialities include bookkeeping, tax and VAT, payroll, accounting, company formation and credit control. Our most popular service to SME's is our outsourced finance departments and virtual FD's. With our outsourced team, we are able to provide fully function virtual finance departments tailored to each clients individual needs and requirements. It could be that you only need a payroll clerk for 3 hours a month, along with a bit of credit control. Not a problem! We can provide the man hours needed to get the jobs done. As your business grows and develops, it may be that you need a more structured department, to include purchase ledger, accounts manager and financial controller / finance director. not a problem!! We can build a team around your own specific requirements. As part of our service, the only thing we ask our clients to provide is an email address. We provide a full, cloud based accounts package, dedicated telephone numbers, (answered in our clients company name,) and dedicated, consistent team members. As the business develops, so does the team. Should your requirements grow, so can you team. Should you go through a quiet patch, your team can reduce. The important thing to remember is that all services are chosen by you, you only pay for what you genuinely need. We are also firm believers in agreed, set figures. All our services are billed at set monthly fees, so you are never surprised with shock invoices. 

National Auto Enrolment Helpline

National Auto Enrolment Helpline

We are a financial management company that specialises in helping Accountants, Book Keepers & SMEs with Auto Enrolment. We work tirelessly on your behalf to ensure you receive the highest levels of service. 

Exceptional Solutions ta my career expert

Exceptional Solutions ta my career expert

 

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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