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Pensions and Incentives Experts in Shrewsbury 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. 

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. 

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 

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 

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. 

The Payroll Shop Ltd

The Payroll Shop Ltd

The Payroll Shop Ltd is verified Certificate of Excellence 2019

We are a firm based in the West Midlands dedicated to providing a payroll service tailored to our client’s individual needs at a highly competitive price. Our knowledgeable and experienced staff will be able to process every conceivable payroll need, be it legislative or a management requirement, in a timely and efficient manner. Whatever your payroll requirements we are confident that we will be able to meet them. We pride ourselves on a high level of service at an affordable price. We do all this while keeping all aspects of our business based in the UK. When you call us you get through to a person, in our office, who will be able to help you immediately. We do not operate frustrating call centres based abroad, neither do we outsource any work. In addition to providing a fully outsourced payroll service, we can also offer our auto enrolment pension scheme service. We deal with all aspects of auto enrolment from the initial set up of the scheme, right through to the calculations of the pension deductions. We can either operate the pension scheme in addition to running the payroll, or independently. 

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! 

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. 

Garratts Accountants

Garratts Accountants

 

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 

Ellingsworths Ltd Chartered Certified Accountants

Ellingsworths Ltd Chartered Certified Accountants

Ellingsworths Ltd Chartered Certified Accountants provide a high-quality, specialist and personal service to UK Construction Businesses and their Owners. We combine clear advice and great customer service to give a complete specialist accounting and tax solution. We give UK Construction Business Owners the advice & information they need to grow, control & manage their businesses. We help them save money on taxes and comply with financial reporting regulations. If you're a small business owner in construction, or a self employed construction professional you'll need to keep track of your finances, prepare annual accounts and stay on top of your tax returns. Using Ellingsworths as your specialist construction accountant is the best way to achieve a high standard of expert, hassle free service at an affordable fixed monthly fee. Relax knowing everything is taken care of, you're fully informed and you can concentrate on bringing in business and delivering for your clients.  

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. 

ASC Financial Advisers  Ltd

ASC Financial Advisers Ltd

 

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Regents Court Financial

Regents Court Financial

 

Growth Partners

Growth Partners

 

Tailored Lifetime Financial Solutions Ltd

Tailored Lifetime Financial Solutions Ltd

I am a financial planning consultant with over 20 years experience, with a background in home service with the Cooperative Insurance and Estate Agency Mortgage Advice during the mid-2000’s. My focus is on affordable financial solutions which makes me a leading choice for clients when they plan & review their Pensions, Investments, Mortgages, and Protection needs. I strive to create a common-sense approach and deliver advice plus a customer service that is clear and easy to understand. Client meetings can be held in the comfort and convenience of my office or their own home. I am based in Cheshire and cover the North West, North Wales, North East and Midlands East & West . MY APPROACH Firstly, I will meet to discuss your objectives (goals & aspirations). I will take time to understand your preferences and requirements and explain how the different solutions work. Having gathered your information and preferences I will then research the market selecting the most suitable products to design and build our recommendations making sure they meet your aims for the future and consider any planned changes to your situation. Once I have completed my research and written reports I will meet again to run through my proposal making sure that as clients you are 100% comfortable with any solution recommended. At this stage if happy to proceed I would complete the necessary paperwork for your tailored solution and set up on your behalf the products and services you require. After this, the support and service continues as the relationship builds and where agreed, regularly meeting to review your plans making sure I walk side by side through your financial milestones guiding you through these changes and re-assessing your goals.  

Anthony.harris@wubco.co.uk

Anthony.harris@wubco.co.uk

 

Maxi iClean

Maxi iClean

Www.maxiiclean.net  

Global solutions

Global solutions

 

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. 

Impact Wealth Management

Impact Wealth Management

Impact Wealth Management Ltd was established in 2007. Our mission is to be amongst the finest of financial advisers - the only financial advisers our clients will ever need to work with. Our business relies on a first-class reputation from building long-term relationships with our clients, and ensuring that they continue to recommend us to their network of colleagues, family and friends. Our approach to financial advice is a very personal and holistic one. We are dedicated and do not compromise. It is imperative to us to consistently work with our clients to regularly review their now, and to ensure that everything is still working towards achieving that long-term goal.  

Beals Wealth Management

Beals Wealth Management

 

Forethought Estate Planning

Forethought Estate Planning

Experienced Estate and Financial Planners providing clients with bloodline/generational solutions to protect their assets from threats such as: 1. Not having a valid will in place 2. Care home fees 3. Creditors to your children 4. Spouses of your children 5. Marriage after death of a partner 6. Inheritance Tax 7. Mental Incapacity We work closely with our clients by listening to their specific needs and then tailor bespoke solutions that will benefit them, the family and their next generations. We achieve this by taking the time to have face to face meetings with our clients, getting to know them on a more personal level which has resulted in the protection of several millions of pounds of clients assets. This has been as a result of rapid growth through referrals and personal recommendations since inception in 2016. The services we provide are: - Wills - Trust Planning - Lasting Power of Attorney - Probate Services. For an initial chat, at our our expense, contact David | Email: david@forethoughtestateplanning.co.uk | Mobile: 07795 368081 For more information, please follow us on social media at Forethought and visit our website at: www.forethoughtestateplanning.co.uk David is also a partner of True Potential LLP, an award-winning financial services and technology organisation. He is an experienced financial services professional with over 15 years of credentials working with corporate/commercial and private clients. Since partnering with True Potential's organisation in 2014, he has accrued and manages over £15 Million of client assets through referral and recommendation. The services that he can help you and your business with are: • Insurance (Life, Critical Illness & Income Protection) Mortgage, Family Protection, Key Person, Shareholder Protection. • Investments – ISA’s, Bonds, Unit Trusts, OEIC’s, VCT’s, EIS. • Retirement - Pensions, Drawdown & Annuities • Estate Planning – Inheritance Tax Advice • Pensions for Business - Auto Enrolment For an initial chat, contact David on: M: 07795 368081 E: davidrsmith@tpllp.com 

Joshua Barlow - Independent Mortgage Adviser

Joshua Barlow - Independent Mortgage Adviser

 

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. 

Abacus Associates - Staffordshire

Abacus Associates - Staffordshire

 

R P UK Ltd

R P UK Ltd

 

Rajoka Limited

Rajoka Limited

 

Tom Pitman

Tom Pitman

 

Opus Independent Financial Planning Ltd

Opus Independent Financial Planning Ltd

 

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.  

Lighthouse Financial Advice

Lighthouse Financial Advice

Financial advice from one of the best-respected financial advice companies in the uk on pensions, insurance and protection, drawing your pension, savings and investments, mortgages and borrowing. estate planning , Wills and Trusts. 

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. 

Expeditious Group

Expeditious Group

Expeditious Group is a professional support services company serving our local and national clients. Our team has expertise in a wide range of HR & Employement Law, Health & Safety, Training and Procurement, becoming an extension of our partners business every day. Human Resources Employement Law Health & Saftey Procurement 'supply & Receive' and sales Training and Development ISO & ACS certification support Help us by helping you in achieving a stress free day!! 

UHY Hacker Young (Birmingham) LLP

UHY Hacker Young (Birmingham) LLP

UHY Hacker Young in Birmingham is a three partner practice established over 25 years ago by Senior Partners Malcolm Winston and Ann Harrison, joining the UHY group in 2001. Located in Birmingham City Centre in the heart of the prospering Jewellery Quarter in Birmingham, we offer a variety of accounting, consultancy and taxation services to a growing range of local and national SMEs and international private and public organisations across Birmingham and the West Midlands. 

Alpha Business Services

Alpha Business Services

Chartered Management Accountants helping businesses to grow profitably. We provide a full suite of accounting services allowing you to outsource as much or as little of the finance function as you need. Services include Statutory Accounts, Management Accounts, company and personal taxation, business mentoring, part time Financial Director, book keeping, payroll, HR, autoenrolment. financial forecasting and budgeting. We can also provide sources of funding in line with business requirements. We use both on premise and cloud accounting solutions depending on the needs of the client. 

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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