Found ? profiles matching your search criteria (financial advisor)

Writer and Copywriter

Hello there. I'm Nick Parkhouse and I'm a 38 year old British graduate/writer based in Nottingham, UK. If you're looking for an experienced, talented writer to add value to your project, I can help you. Whatever sort of writing project you have, please get in touch today. I have eight years writing experience including articles for newspapers and magazines, press releases, books, blogs and website content. When you hire me you'll be sure that you're getting someone with plenty of varied writing experience. Recent projects include: i) Writing website content, blogs and press releases for a major UK motor retailer ii) Providing articles and blogs for two of the UK's leading financial services comparison sites iii) Website content and newsletters for a London based catering business iv) Providing a series of specialist, informative articles on taxation in the UK and USA v) Writing monthly blogs and articles for a wide range of retail clients vi) Writing the blog of a major UK celebrity vii) Sports previews for a leading international bookmaker My first book about popular music in the 1980s was published in June 2010 and is currently on sale through Amazon, Waterstones, HMV, Fopp and Author House. Whether you need articles, website content or blogs, I can help you. I can also help you with your homepage text, newsletters, product descriptions and sales pages. Between 2000 and 2009 I worked for an international property consultancy where a large part of my role was to provide expert industry analysis and commentary for the national and local press, trade publications and the local radio and TV media. I therefore have ...an exceptional knowledge of the UK property and financial services industry and have provided commentary for the Times, Financial Advisor,... Mortgage Strategy, the BBC and the Mail on Sunday. I'd love to hear from you if you believe I can add value to your project. Contact me today.
Skills: Blogging | Copy Writing | Journalistic writing | Sales/... Marketing letters

Accountant

We are a Cardiff based firm of accountants and tax advisors who specialise in working with small businesses. I am... a qualified accountant and have over 20 years of experience in both accountancy practice and industry. We understand the needs of small businesses and business owners and offer a comprehensive all in one service package, as well as offering one off pieces of work to suit your requirements. If you just want to run your business and let someone else take care of the mountain of compliance that comes with it, then get in touch.
Skills: Bookkeeping (double-entry) | MS Access | MS Excel | Quickbooks | Sage Line ...50 | Trial Balance | VAT returns | Financial... Reporting Test
Certified Skills: Financial Reporting Test

Self Employed Accountant

I am a part qualified Chartered Certified Accountant with one exam result left to sit and I have am also AAT Qualified. Previous positions I have held are as Assistant Accountant and Management Account, completing Consolidated Multicurrency Management Accounts to the USA for the UK and UAE for a Manufacturing and also commpleting the accounts upto Trial Balance for UK, Australia and Spain in a Telecommunications Company. My ...own business J A A A Accounting is run by myself, where we complete Corporation Tax Returns, Self Assessments, Financial... Accounts, VAT Returns, Payroll Services and Book keeping to name a few services we offer. We target SMEs, partnerships and Sole Traders and we cover all sectors currently with clients as Mortgage Advisors, Builders and Plumbers and Public Houses. As for me well not only am I a professional, confident and self motivated person but I am bubbly and down to earth, and make it an enjoyable experience to get the job done. In my spare time I am a mummy to a 1 year old, I enjoy dancing and taking part in local events, reading and partaking in exercise classes.
Skills: Bookkeeping (double-entry) | Corporation Tax | Financial Accounts | ... Sage Line 50 | Self Assessments | VAT returns

Business Consultant

I am an experienced and educated advisor and have been working as a consultant for the past 10 years to... SMEs throughout their lifespan. I began work after graduation from Dundee University with a Government run body - Invest Northern Ireland and then a subsiduary of which in 2003 - North West Marketing as an advisor to SMEs through their Business Start and now called Go For It programmes. In this role I was responsible for nurturing and educating the client pre launch, and then act as a consultant to the business for the first year of their operations. Duties would include training, mentoring, financial planning and completing a business plan. During this time I assisted over 2500 hours of face to face client mentoring and completed in excess of 600 business plans. I then went on to manage of number of large scale business development project and was promoted to a Senior Advisor within the company. Most recently, I began my own small consultancy firm and I currently operate mainly in my domestic market of Northern Ireland to a number of regular clientele. However, from time to time I am based in London where I regularly attend training courses and seminars on all the latest business legislation etc. I am mainly interested in completing business plans remotely, as due to my experience and data base of already completed plans I can do so efficiently and to a very high standard.
Skills: Financial Modelling | Project Management | Technical Writing... Skills

customer service / telephone sales

I have worked in telephone sales and customer services for many years.I am very sales orientated, and very persuasive on the telephone, .I have good customer service skills, and I am a ...very helpful person.I also have a financial bacground, have been a mortgage advisor, and know a lot about the financial... sector .
Skills: English | Telesales

Customer Service Consultant

I am currently studying full time on a degree course at Nottingham Trent University. I often work as a freelance designer Making money during term time. I currentely run a successful design blog in which i run craft tutorials and blog about my every day craft projects and every day life. I use my passion to create hand made items i sell online and at craft fayres all around the country and internationally. Until June 2010 I enjoyed working as a customer service assistant in my local NEXT retail store since its opening in September 2007. More recently I worked for Joules Clothing in their customer service department as a customer care consultant. Being part of creating a successful and thriving business has allowed me to understand a happy work ethic as well as ...the necessity for team work as well as independent thinking and competence. During my time as a customer service advisor... and consultant I would deal daily with customer issues and needs in relation to face to face interaction as well as phone calls and orders. I also dealt with the selling and returning of goods and therefore am knowledgeable in the protocol of refunds and exchanges, dealing with vouchers and gift cards, computing orders and deliveries as well as the more personal side of customer service such as size advice, information of our products and store policies including dealing with any customer complaints and queries. Due to working in an environment that can involve taking financial and personal details I am fully aware of the current data protection acts and confidentiality policies. Along with providing excellent customer service I am also capable of communicating with head office, other stores and departments when required. I am also fully up to date with health and safety procedures in a working and busy environment and understanding of the necessity to follow company codes of practice.
Skills: Blogging | English | Journalistic writing

Partner

A part-qualified Management Account with solid experience in a wide variety of industries, both in a practical and consultative capacity. over the past 15 years I have worked as ...a Business Systems Advisor and trainer within a Sage Solution Centre and a large firm of Accountants and as Financial... Controller in a global software technology company. I now run my own business offering outsourced bookkeeping and accountancy services to small to medium businesses. I have excellent organisational and interpersonal skills as well as an aptitude for accuracy and attention to detail. My strenghts include a genuine passion for enabling businesses to maximise their potential via the power of timely, accurate information and a proven ability to work to strict deadlines.
Skills: Bookkeeping (double-entry) | MS Excel | Sage Line... 50 | Trial Balance | VAT returns

Managing Director - Relationship Counselling North Lond...

I am a Social Worker first and foremost but have extensive experience as a teacher, trainer and advisor. I have... owned and managed several companies working in the Health and Social Care industry. I am also a Relationship Therapist trained by Relate. I work with people who have a mental illness or are affected by people who are close to them with a mental illness. I also specialise in helping people who are, or have been, in violent relationships I have worked for Local Authorities, NHS Trusts, National Charities and private companies as a practitioner and senior manager.
Skills: Access | Financial Modelling | Management Skills | Managing... People | MS Excel | MS-SQL | Photoshop | Quickbooks | Sage Line 50 | Training | Training | VAT returns

FINANCIAL ADVISOR

FINANCIAL ADVISOR
Skills: Financial Modelling | Hindi | Management Skills

Financial Advisor

retired financial analyst with Lehman Brothers. 18 Years experience in financial analysis, investment advice and underwriting. 13 Years active equity... [stock] and commodity OPTIONS trading advisor.

Financial advisor

I work several years as financial advisor for investing in various financial instruments, especially CFD and forex. I make financial... analysis bases on technical analysy , supported with fundamental data. Second part of my business is business cooperated with my son, who is specialist in multimedia area. We do postproduction for raw made presentations or by demand we produce presentations in desired multimedia design.
Skills: Financial Modelling

Financial Advisor

Bodo Corporate Advisors Limited is a corporate finance advisory firm offering independent, professional and affordable access to senior corporate finance... specialists for clients looking for assistance with small to medium-sized transactions. Our areas of expertise include tax planning, business restructuring, business valuation, performance management, business planning, audit & assurance including internal audit, and business solutions through company sales, capital raising, company acquisition through mergers & acquisitions, and other related services. These services are carried out through tailor-made financial and accounting outsourcing services, which include bookkeeping, accounts payable, accounts receivable, tax preparation, accounts reconciliation and other custom financial accounting services. We believe in continuously adding value to your process through our optimized procedures and methods. Our Financial and Accounting Outsourcing services are defined by cost efficiency, process improvements and operational excellence, all within a robust compliance framework. We have expertise in the accounting software such as QuickBooks, Sage Pastel, Microsoft accounting, Simply Accounting, MYOB, and Peachtree. Our proficiency in using these accounting softwares helps us to provide professional solutions employing reports, graphs, and other analysis to benefit your accounting and bookkeeping tasks. We also provide wealth management services where we intend to minimize the tax liabilities and maximize your returns on your investment. Our investment proposition seeks to ensure that clients understand their own tolerance of risk and to give them the best chance of getting the best return from whatever level of risk acceptable to them. Minimizing the tax payable and the costs of arranging an investment, along with diversifying a portfolio, all allow investors to maximize potential returns while understanding and controlling their overall exposure to risk. Our highly-skilled professionals draw upon best practices, a continuous improvement focus, outsourcing talent, and enabling technologies, to optimize our clients' finance functions and transform operations.
Skills: Auditing | Bookkeeping (double-entry) | Exchequer Enterprise | Financial... Modelling | Forecasting | Management Skills | Managing People | Project Management | Trial Balance | Valuations | VAT returns

financial advisor

Hi ...... I am suresh rathod from India, i have got 6 years of experience in financial services industry and i worked mostly as a freelancer. I have acheived MDRT twice in india which is a very popular recognise in insurance industry and had won international trips many times. I am very ambitious, energetic and hard working guy and i have learned negotiation, networking and communication skill in this industry. I am an insurance and investment ...advisor, daily i meet up some potential clients and explain them about insurance and investment product and make their financial... planning. I am ready to work as freelance anywhere in the middle east because it has large indian subcontinent population and i can speak four indian langauges including English fluently. Thanks and regards
Skills: English | Hindi | Lead generation | MS Excel | ... MS Power Point

Financial Advisor

Implementing strategies for clients to achieve financial freedom and independence. New thought leadership is required to bring investment solutions typically reserved for wealthy individuals over to main stream Americans retirement platforms. These solutions utilize portfolio and risk management strategies that focus on both protecting and growing assets. Traditional provider solutions that rely on mutual funds, target date funds, traditional asset allocation, and even automatic rebalancing are simply not sufficient to navigate the volatility of today's markets. Our portfolio managers options will do what traditional retirement investment options will not including: • Manage a participant's entire portfolio based on real world market conditions, as opposed to passive asset allocation models. • Watch client portfolios each and every day ready to make allocation changes when required. • Position a portfolio from an offensive position to a defensive position in times of high market volatility, uncertainty, or extended market down trends. Change the way ...you think about investing and retirement. Plan sponsors and participants must demand better solutions from their providers and advisors Financial... Repair Specialist, Series 7, Series 63, Series 65, Health & Life Insurance, Variable Insurance Lines, Long Term Care Insurance, Business Analyst

Financial advisor

Financial service
Skills: Sales/ Marketing letters

Financial Advisor

Financial analyst and Advisor

I can make a fundamental analysis and a classic technical analysis and valuation of company's and make writing on word... and small report either I'm not excellent in English , i can make a hard searching over internet too . also i can make a excel model
Skills: Valuations

Accountant / Financial Advisor

Accountant / Financial advisor

I am a chartered accountant. I have got experience working as a Manager Finance & Planning Division in a local Bank. I have 6 years of Audit experience from KPMG, including 2 years of working with KPMG Ireland (Dublin Office). My ...expertise include, book keeping, preparation of financial statement based on IFRS, auditing, Fraud risk analysis, financial analysis and financial advisory.
Skills: Auditing | Bookkeeping (double-entry) | English | Financial Analysis | ... Fraud Risk Analysis | MS Excel | MS Power Point | MS Word | Trial Balance

Financial advisor

I have been in wholesaling and retailing all my life. I have also developed and own properties in Australia. I... am most experienced in the retail Supermarket industry and liquor.
Skills: Sales/ Marketing letters