Experience Level: Expert
I provide financial and lifestyle planning services to small/medium sized business particularly hotels, guest houses and the licensed trades. Looking for someone to telephone these businesses with a view to booking face to face appointments for me to visit and present my service. Targetting the North of England and North Wales. I use state of the art software package to provide clients with a lifetime cashflow forecast, helping them identify their priorities and achieve their personal and business goals, help with business planning and deal with immediate financial issues and concerns.
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