Chartwell Financial Services is a financial services firm based in Altrincham, Cheshire that provides bespoke financial solutions to both personal and corporate clients. It offers a wide range of services including corporate and M&A advisory, business protection, commercial property purchases through pensions, investment management, group risk and employee benefits, and trustee services. The firm works with accountants, solicitors, and their clients to build long-term relationships and help reinforce client referral networks.
TIC Finance & Advisory Services for Private EquityDennis Doornbos
The Independence Company provides interim staffing and financial advisory services. It has two business units: 1) The Independence Company, which focuses on interim assignments with experienced professionals, and 2) TIC FAS, which offers transaction support services such as due diligence. The company believes in challenging the status quo of the advisory market and delivering high quality services at reasonable prices. It aims to benefit both customers and professionals.
Shartru Wealth is the financial advice division of Shartru Capital, an independently owned Australian financial advisory firm. Shartru Dealer Services seeks to provide advisers access to an Australian financial services license, professional indemnity insurance, compliance support, and integrated technology platforms. This allows advisers to offer clients a suite of financial services through Shartru, including advice, portfolio management, superannuation administration, insurance, and banking. The costs for advisers start at $25,000 per year for the first adviser.
Equidebt is a corporate advisory firm that provides end-to-end financial and business consulting services. Their vision is to support promising entrepreneurs through services like debt syndication, equity mobilization, finance studies, and business setup assistance. They have experience helping both domestic and international clients establish businesses in India. Equidebt aims to uphold high professional standards and deliver value to clients through a team of experts from various backgrounds, including chartered accountants, company secretaries, and medical professionals.
This document outlines the services provided by i2i benefits, including values based consulting, cost transparency, benefits consulting, and employer support and resources. Key services include comprehensive expertise in plan design and compliance, trusted client service, proven experience, fee based consulting model, plan design and overview, cost management, and plan compliance. Personal services for employers include in-person meetings, webinars, day to day support, and claim advocacy for employees.
The Emerald Group is an established global search and recruitment firm focused on the financial services industry. They provide both contingency and retained search services as well as interim solutions. They have a highly experienced team of consultants with expertise recruiting for roles in areas like actuarial, risk management, and investment. The Emerald Group takes a partnership approach and works closely with clients to understand their needs and culture to provide customized recruitment solutions.
The Emerald Group is an established global search and selection firm focused on supplying high-calibre talent to the financial services industry. They provide both contingency and retained search services as well as interim solutions. The company has a highly experienced team of consultants with expertise across various financial disciplines. They have offices worldwide to serve a global network of clients.
TDA SECTOR SERVICES_LR (Full Web Friendly)Liz Pugh
TDA is an award-winning provider of asset management, property, facilities management, and business support services based in Torbay, UK. They have over 90 staff and offer integrated solutions for public and commercial sector clients. Services include property acquisition and disposal, facilities management, project management, valuation, and business support. A case study describes a successful primary school expansion project they delivered on time and on budget, providing 210 additional pupil places.
This document provides an overview of the benefits and requirements of membership in the NPAworldwide recruiting network. It summarizes that NPAworldwide is a global network of over 450 independently owned recruiting firms. Members benefit from increased revenue opportunities through split placements, access to industry experts and job candidates around the world, and business services and discounts. The application process involves an initial screening by the membership director followed by a two-week due diligence and approval process.
TIC Finance & Advisory Services for Private EquityDennis Doornbos
The Independence Company provides interim staffing and financial advisory services. It has two business units: 1) The Independence Company, which focuses on interim assignments with experienced professionals, and 2) TIC FAS, which offers transaction support services such as due diligence. The company believes in challenging the status quo of the advisory market and delivering high quality services at reasonable prices. It aims to benefit both customers and professionals.
Shartru Wealth is the financial advice division of Shartru Capital, an independently owned Australian financial advisory firm. Shartru Dealer Services seeks to provide advisers access to an Australian financial services license, professional indemnity insurance, compliance support, and integrated technology platforms. This allows advisers to offer clients a suite of financial services through Shartru, including advice, portfolio management, superannuation administration, insurance, and banking. The costs for advisers start at $25,000 per year for the first adviser.
Equidebt is a corporate advisory firm that provides end-to-end financial and business consulting services. Their vision is to support promising entrepreneurs through services like debt syndication, equity mobilization, finance studies, and business setup assistance. They have experience helping both domestic and international clients establish businesses in India. Equidebt aims to uphold high professional standards and deliver value to clients through a team of experts from various backgrounds, including chartered accountants, company secretaries, and medical professionals.
This document outlines the services provided by i2i benefits, including values based consulting, cost transparency, benefits consulting, and employer support and resources. Key services include comprehensive expertise in plan design and compliance, trusted client service, proven experience, fee based consulting model, plan design and overview, cost management, and plan compliance. Personal services for employers include in-person meetings, webinars, day to day support, and claim advocacy for employees.
The Emerald Group is an established global search and recruitment firm focused on the financial services industry. They provide both contingency and retained search services as well as interim solutions. They have a highly experienced team of consultants with expertise recruiting for roles in areas like actuarial, risk management, and investment. The Emerald Group takes a partnership approach and works closely with clients to understand their needs and culture to provide customized recruitment solutions.
The Emerald Group is an established global search and selection firm focused on supplying high-calibre talent to the financial services industry. They provide both contingency and retained search services as well as interim solutions. The company has a highly experienced team of consultants with expertise across various financial disciplines. They have offices worldwide to serve a global network of clients.
TDA SECTOR SERVICES_LR (Full Web Friendly)Liz Pugh
TDA is an award-winning provider of asset management, property, facilities management, and business support services based in Torbay, UK. They have over 90 staff and offer integrated solutions for public and commercial sector clients. Services include property acquisition and disposal, facilities management, project management, valuation, and business support. A case study describes a successful primary school expansion project they delivered on time and on budget, providing 210 additional pupil places.
This document provides an overview of the benefits and requirements of membership in the NPAworldwide recruiting network. It summarizes that NPAworldwide is a global network of over 450 independently owned recruiting firms. Members benefit from increased revenue opportunities through split placements, access to industry experts and job candidates around the world, and business services and discounts. The application process involves an initial screening by the membership director followed by a two-week due diligence and approval process.
The Emerald Group is an established global search and recruitment firm focused on the financial services industry. They provide both contingency and retained search services as well as interim solutions. Their highly experienced consultants build relationships with clients and candidates to offer an unparalleled level of service globally. The Emerald Group has expertise fulfilling even the largest, most complex recruitment needs across various financial specialisms from their numerous international offices.
S Plan is a business consulting firm based in India that offers services such as business formation, compliances, accounting, taxation, project management, finance, legal solutions, training, HR, IT, and other services. The management team has 5-10 years of experience across secretarial services, financial management, IT, manpower planning, law, and accounting. S Plan aims to help clients grow and solve business problems through practical solutions and expertise across various disciplines.
Chalice Wealth Partners is a membership organization that provides advisors exclusive access to an integrated shared services technology platform. It offers advisors operational efficiencies, cost reductions, and increased earnings potential through a single sign-on platform and collective resources. Advisors gain access to best-in-class products and services, as well as a community for collaboration. The platform aggregates all Chalice companies and products needed for advisors to efficiently and profitably run their business.
Introduction to Exigent Virtual Support (8)Warren Gabriel
The document provides an overview of Exigent Virtual Support, a leading provider of business solutions for the legal sector. It has over 12 years of experience and 400+ team members across locations like Australia, India, South Africa, UK and USA. The team includes lawyers, paralegals, administrators and designers. Exigent offers a range of services including business development, marketing, legal assistance, document services, analytics and more to help clients optimize performance.
The document summarizes Keane's services for handling unclaimed property. Keane offers a full suite of services including communication programs to locate owners, annual reporting and compliance services, consulting services, and asset recovery. They have over 100 years of combined experience in unclaimed property and expertise in all areas of compliance, reporting, and solutions. Keane aims to ensure complete compliance while reducing costs and risks for their clients.
Actuarial Consulting Firm in India | Kapadia Globalrohankumar445
Kapadia Actuaries & Consultants is a leading Actuarial Consulting Firm in India. Actuarial Valuations of Gratuity, Leave Encashment, Sick Leave, Pensions, Provident Fund, AS 15, AS 19, ESOP Valuations. Actuarial Consultancy in Life Insurance, General Insurance, and Pensions. Visit the website to know more!
CrowdRound aims to connect startups, investors, and mentors through its software platform and services. It currently operates APStartup in Hong Kong and China, which collates Asian startup funding deals. CrowdRound wants to develop offshore crowdfunding capabilities and license its private label software to different startup communities. It is raising $200,000 through a seed round to expand its team and operations in Belize to develop these crowdfunding capabilities. CrowdRound believes this will help startups crowdfund and connect investors with global investment opportunities.
O documento descreve o Programa Acreditar, criado em 2008 para capacitar profissionais locais em Porto Velho, Rondônia para trabalhos na usina hidrelétrica de Santo Antônio. O programa ofereceu capacitação para mais de 50 mil pessoas, das quais 32 mil foram contratadas. Desde então, o programa se expandiu para outros estados e empresas do grupo Odebrecht e capacitou mais de 110 mil pessoas, com investimento total de R$30 milhões. O documento também descreve o Programa Acreditar Júnior, criado em 2009
Este documento discute los nuevos movimientos ciudadanos en Santiago de Chile y su papel en la planificación urbana. Brevemente describe algunos grupos ciudadanos que se han organizado para defender sus barrios de proyectos de desarrollo perjudiciales. También resume algunas de las propuestas que estos grupos han hecho para mejorar la calidad de vida urbana, como peatonalizar calles y promover el uso de la bicicleta. El documento sugiere que estos nuevos movimientos podrían ayudar a crear ciudades más
El documento describe el papel de CAF en el financiamiento climático y verde en América Latina. CAF ha aprobado más de $5 mil millones en 2011 para proyectos de energía renovable, eficiencia energética y adaptación al cambio climático. CAF también participa en el mercado de carbono a través de su Programa Latinoamericano de Carbono, Energías Limpias y Alternativas, que ha financiado 36 proyectos en 13 países. CAF busca expandir su participación en fondos climáticos internacionales como el Fondo Verde
Prof Dr Dominik Godde, Director Fleet Management Hydro, E.ON Kraftwerke GmbH
SESSION 7: Incorporating sustainability into business practice
The expectations on organisations involved in hydropower have increased
dramatically, both at the corporate and project levels. The scope of accountability
has grown from the technical, legal, financial and regulatory, to broader
developmental responsibilities and greater disclosure. It is a strategic challenge
to adjust business and information systems to incorporate sustainability into
assessment, planning, operations, reporting and reviewing. An international panel
will discuss this challenge from a range of perspectives.
For more information about this event, visit: http://ihacongress.org
Mr Mohammed Irwan bin Aman, Sustainability Manager, Sarawak Energy Berhad (SEB)
SESSION 7: Incorporating sustainability into business practice
The expectations on organisations involved in hydropower have increased dramatically, both at the corporate and project levels. The scope of accountability has grown from the technical, legal, financial and regulatory, to broader developmental responsibilities and greater disclosure. It is a strategic challenge to adjust business and information systems to incorporate sustainability into assessment, planning, operations, reporting and reviewing. An international panel will discuss this challenge from a range of perspectives.
For more information about this event, visit: http://ihacongress.org
Corporate Profile detialing out the team, clientele and practice areas of Corporate Professionals Capital Pvt Ltd, a Category 1 registered Merchant Banker
Aegis provides outsourcing and advisory services in Trinidad and Tobago, including accounting, tax, payroll, human resources, financial advisory, internal audit, and corporate secretarial services. It aims to help clients focus on their core business by taking on back office functions. Outsourcing to Aegis allows for accuracy, efficiency, scalability, and compliance while keeping information confidential.
Aegis provides outsourcing and advisory services in Trinidad and Tobago, including accounting, tax, payroll, human resources, financial advisory, internal audit, and corporate secretarial services. It aims to help clients focus on their core business by taking on back-office functions. Outsourcing to Aegis allows for accuracy, efficiency, scalability, and compliance while keeping information confidential.
Pragmatic financial strategies, inc. about usJason Culp
Pragmatic Financial Strategies, Inc. is a full service financial planning and tax preparation firm located in Atlanta, Georgia that offers a wide range of services including insurance and risk management, investment counseling, estate planning, asset accumulation, retirement planning, and tax planning and forecasting to help clients reach their financial goals through a pragmatic approach. The firm is managed by professionals with strong ties to Atlanta and certifications in financial planning, tax preparation, and counseling.
Dream it tonight achieve it tomorrow - presentationdmjohn100
The document discusses the importance of accountants for business success and outlines the services of a particular accounting firm. It notes that 80% of businesses fail within 5 years due to poor financial advice, capitalization, and planning. Most business owners rely on their accountant for advice. The accounting firm offers a range of services including financial statements, tax preparation, consulting, and packages starting at $85 per month.
iQ Financial provides a broad range of financial products and services from their offices in Sligo, Ireland. They are regulated in insurance, investments, mortgages and more. The company was founded in 2005 by Enda and Coman Brady to provide independent financial advice. Both Enda and Coman have extensive experience in financial services. iQ Financial's services include advice on pensions, investments, insurance, lending and more. They aim to build long-term trusting relationships with clients through honesty, confidentiality and tailored recommendations.
The Emerald Group is an established global search and recruitment firm focused on the financial services industry. They provide both contingency and retained search services as well as interim solutions. Their highly experienced consultants build relationships with clients and candidates to offer an unparalleled level of service globally. The Emerald Group has expertise fulfilling even the largest, most complex recruitment needs across various financial specialisms from their numerous international offices.
S Plan is a business consulting firm based in India that offers services such as business formation, compliances, accounting, taxation, project management, finance, legal solutions, training, HR, IT, and other services. The management team has 5-10 years of experience across secretarial services, financial management, IT, manpower planning, law, and accounting. S Plan aims to help clients grow and solve business problems through practical solutions and expertise across various disciplines.
Chalice Wealth Partners is a membership organization that provides advisors exclusive access to an integrated shared services technology platform. It offers advisors operational efficiencies, cost reductions, and increased earnings potential through a single sign-on platform and collective resources. Advisors gain access to best-in-class products and services, as well as a community for collaboration. The platform aggregates all Chalice companies and products needed for advisors to efficiently and profitably run their business.
Introduction to Exigent Virtual Support (8)Warren Gabriel
The document provides an overview of Exigent Virtual Support, a leading provider of business solutions for the legal sector. It has over 12 years of experience and 400+ team members across locations like Australia, India, South Africa, UK and USA. The team includes lawyers, paralegals, administrators and designers. Exigent offers a range of services including business development, marketing, legal assistance, document services, analytics and more to help clients optimize performance.
The document summarizes Keane's services for handling unclaimed property. Keane offers a full suite of services including communication programs to locate owners, annual reporting and compliance services, consulting services, and asset recovery. They have over 100 years of combined experience in unclaimed property and expertise in all areas of compliance, reporting, and solutions. Keane aims to ensure complete compliance while reducing costs and risks for their clients.
Actuarial Consulting Firm in India | Kapadia Globalrohankumar445
Kapadia Actuaries & Consultants is a leading Actuarial Consulting Firm in India. Actuarial Valuations of Gratuity, Leave Encashment, Sick Leave, Pensions, Provident Fund, AS 15, AS 19, ESOP Valuations. Actuarial Consultancy in Life Insurance, General Insurance, and Pensions. Visit the website to know more!
CrowdRound aims to connect startups, investors, and mentors through its software platform and services. It currently operates APStartup in Hong Kong and China, which collates Asian startup funding deals. CrowdRound wants to develop offshore crowdfunding capabilities and license its private label software to different startup communities. It is raising $200,000 through a seed round to expand its team and operations in Belize to develop these crowdfunding capabilities. CrowdRound believes this will help startups crowdfund and connect investors with global investment opportunities.
O documento descreve o Programa Acreditar, criado em 2008 para capacitar profissionais locais em Porto Velho, Rondônia para trabalhos na usina hidrelétrica de Santo Antônio. O programa ofereceu capacitação para mais de 50 mil pessoas, das quais 32 mil foram contratadas. Desde então, o programa se expandiu para outros estados e empresas do grupo Odebrecht e capacitou mais de 110 mil pessoas, com investimento total de R$30 milhões. O documento também descreve o Programa Acreditar Júnior, criado em 2009
Este documento discute los nuevos movimientos ciudadanos en Santiago de Chile y su papel en la planificación urbana. Brevemente describe algunos grupos ciudadanos que se han organizado para defender sus barrios de proyectos de desarrollo perjudiciales. También resume algunas de las propuestas que estos grupos han hecho para mejorar la calidad de vida urbana, como peatonalizar calles y promover el uso de la bicicleta. El documento sugiere que estos nuevos movimientos podrían ayudar a crear ciudades más
El documento describe el papel de CAF en el financiamiento climático y verde en América Latina. CAF ha aprobado más de $5 mil millones en 2011 para proyectos de energía renovable, eficiencia energética y adaptación al cambio climático. CAF también participa en el mercado de carbono a través de su Programa Latinoamericano de Carbono, Energías Limpias y Alternativas, que ha financiado 36 proyectos en 13 países. CAF busca expandir su participación en fondos climáticos internacionales como el Fondo Verde
Prof Dr Dominik Godde, Director Fleet Management Hydro, E.ON Kraftwerke GmbH
SESSION 7: Incorporating sustainability into business practice
The expectations on organisations involved in hydropower have increased
dramatically, both at the corporate and project levels. The scope of accountability
has grown from the technical, legal, financial and regulatory, to broader
developmental responsibilities and greater disclosure. It is a strategic challenge
to adjust business and information systems to incorporate sustainability into
assessment, planning, operations, reporting and reviewing. An international panel
will discuss this challenge from a range of perspectives.
For more information about this event, visit: http://ihacongress.org
Mr Mohammed Irwan bin Aman, Sustainability Manager, Sarawak Energy Berhad (SEB)
SESSION 7: Incorporating sustainability into business practice
The expectations on organisations involved in hydropower have increased dramatically, both at the corporate and project levels. The scope of accountability has grown from the technical, legal, financial and regulatory, to broader developmental responsibilities and greater disclosure. It is a strategic challenge to adjust business and information systems to incorporate sustainability into assessment, planning, operations, reporting and reviewing. An international panel will discuss this challenge from a range of perspectives.
For more information about this event, visit: http://ihacongress.org
Corporate Profile detialing out the team, clientele and practice areas of Corporate Professionals Capital Pvt Ltd, a Category 1 registered Merchant Banker
Aegis provides outsourcing and advisory services in Trinidad and Tobago, including accounting, tax, payroll, human resources, financial advisory, internal audit, and corporate secretarial services. It aims to help clients focus on their core business by taking on back office functions. Outsourcing to Aegis allows for accuracy, efficiency, scalability, and compliance while keeping information confidential.
Aegis provides outsourcing and advisory services in Trinidad and Tobago, including accounting, tax, payroll, human resources, financial advisory, internal audit, and corporate secretarial services. It aims to help clients focus on their core business by taking on back-office functions. Outsourcing to Aegis allows for accuracy, efficiency, scalability, and compliance while keeping information confidential.
Pragmatic financial strategies, inc. about usJason Culp
Pragmatic Financial Strategies, Inc. is a full service financial planning and tax preparation firm located in Atlanta, Georgia that offers a wide range of services including insurance and risk management, investment counseling, estate planning, asset accumulation, retirement planning, and tax planning and forecasting to help clients reach their financial goals through a pragmatic approach. The firm is managed by professionals with strong ties to Atlanta and certifications in financial planning, tax preparation, and counseling.
Dream it tonight achieve it tomorrow - presentationdmjohn100
The document discusses the importance of accountants for business success and outlines the services of a particular accounting firm. It notes that 80% of businesses fail within 5 years due to poor financial advice, capitalization, and planning. Most business owners rely on their accountant for advice. The accounting firm offers a range of services including financial statements, tax preparation, consulting, and packages starting at $85 per month.
iQ Financial provides a broad range of financial products and services from their offices in Sligo, Ireland. They are regulated in insurance, investments, mortgages and more. The company was founded in 2005 by Enda and Coman Brady to provide independent financial advice. Both Enda and Coman have extensive experience in financial services. iQ Financial's services include advice on pensions, investments, insurance, lending and more. They aim to build long-term trusting relationships with clients through honesty, confidentiality and tailored recommendations.
The Emerald Group is an established global search and selection company focused on supplying high-calibre recruitment services to the financial services industry. They provide both contingency and retained search services, as well as interim solutions, to a global network of clients across Europe, Asia, Australia, Singapore, London, Frankfurt, Zurich, Hong Kong, Sydney, and the UAE. The Emerald Group has experienced significant annual growth and has expertise in numerous areas including actuarial, risk, accounting, tax, underwriting, and more.
The Emerald Group is an established global search and selection company focused on supplying high calibre recruitment services to the financial services industry. They provide both contingency and retained search services as well as interim solutions. The Emerald Group has experienced consultants that can fulfill even the largest, most complex recruitment briefs across Europe, Australia, Asia, and other global markets. They offer specialized recruitment services for roles in areas such as actuarial, investment, accounting, tax, underwriting, risk and compliance, IT, and more.
Smith & Williamson provides accounting and advisory services to help legal firms with growth, profitability, and succession planning challenges. Their dedicated team offers tailored strategies including practice reviews, accounting, controls, financing advice, and merger/acquisition due diligence. Their goal is to develop individualized plans and ensure the best outcomes for legal practices and partners.
LifeConsulting Advisory Services provides tailored financial solutions including corporate leasing, real estate advisory services, equity placements, debt syndication, and mergers and acquisitions advisory. It has expertise in industries such as banking, real estate, media, pharmaceuticals, telecom, and IT. The company maintains a database of high return properties and conducts due diligence to evaluate financial viability and potential. It prides itself on customizing solutions, maintaining integrity and professionalism, and structuring deals with expertise and creativity to provide the best outcomes for clients.
LifeConsulting Advisory Services provides tailored financial solutions including corporate leasing, real estate advisory services, equity placements, debt syndication, and mergers and acquisitions advisory. It has expertise in industries such as banking, real estate, media, pharmaceuticals, telecom, and IT. The company maintains a database of high return properties and conducts due diligence to evaluate financial viability and potential. It prides itself on customizing solutions, maintaining integrity and professionalism, and structuring deals with expertise and creativity to provide the best outcomes for clients.
Assure Recruitment is a boutique executive recruitment firm focused on specialized financial sectors. It was formed in 2005 and has extensive experience recruiting for banking, insurance, investments and related fields. The firm prides itself on its deep knowledge of these industries and ability to source "right fit" talent through specialized recruitment strategies and knowledge-led networking within client communities.
Kothari Auditors and Accountants - Company Profilekaasmm
This document provides information about Kothari Auditors and Accountants (KAA), an accounting, auditing, management and financial consulting firm based in Dubai and Sharjah. It discusses KAA's services such as auditing, accounting, and financial consultancy. It also introduces Global Business Services (GBS), KAA's associated company incorporation services provider, which assists with setting up entities in offshore jurisdictions for tax planning purposes. The document profiles KAA's team of professionals and highlights some of their clientele across various industries.
This document provides information about Alfred H.K. Li & Co., CPA, a certified public accounting firm in Hong Kong. It introduces the proprietor Alfred Li and his qualifications. It then describes the firm's values of integrity, devotion, and fairness. The document lists the industries of the firm's clients and Alfred Li's experience. It concludes by describing the firm's audit, accounting, company secretarial, and other professional services.
The document discusses developing an effective client value proposition (CVP). It explains that a CVP is a clear articulation of the value and outcomes clients experience by working with a business. It provides examples of value maps and value propositions that focus on outcomes for clients rather than what the business does. The document emphasizes that an effective CVP must be backed up by delivery of value through client experiences, and it discusses factors like branding, relationships, and consistency that determine value delivery. It stresses the importance of planning implementation to communicate the value proposition successfully.
FSC Professionals is a professional services firm that provides accounting, tax, advisory, and compliance services to small and medium-sized businesses. They aim to build trusting relationships with clients and help them create value. Their services include bookkeeping, risk assurance, tax services, corporate advisory, strategy, operations, people and change management, and finance and accounting. Notable clients include Red Media Africa, Cochrane International, Knight Templars Limited, and Duke Energy Limited. The firm is led by Principal Partner Isaac Olu-Joshua and Senior Partner Solomon Obinomen.
This document outlines the advisory, assurance, and consulting services offered by Syro Accountants. Their advisory services include feasibility studies, venture capital assistance, business valuations, and sales/marketing strategies. Their assurance services aim to improve transparency and reduce risk through audits, agreed-upon procedures, IT audits, and BBBEE verification. Their consulting services provide comprehensive support to private/non-profit sectors and government through financial management, tax, bookkeeping, payroll, and training services. Contact information is provided for their offices in Burgersfort, Pretoria, and Durban.
Broadridge offers transfer agent solutions to help companies efficiently address business needs and achieve financial objectives. Their comprehensive suite of services includes record keeping, shareholder communications, proxy processing, and annual meeting expertise. Companies benefit from single-source simplicity, significant cost reductions, and superior service. Broadridge's unique shareholder communications model simplifies the management of shareholder relationships.
Sterling Trustees provides professional trust administration and family office services. As an independent South Dakota-chartered trust company, Sterling Trustees acts as an independent fiduciary and does not provide investment management services to avoid conflicts of interest. Sterling Trustees works with best-in-class money managers to invest trust assets according to client needs. The company uses state-of-the-art software to efficiently administer trusts across multiple custodians.
This document provides an agenda and overview of Management Solutions Ltd, an outsourcing firm. It discusses their value proposition of enabling offshoring through legal compliance and focus on core business. It outlines their solutions including incorporation, HR, accounting, and statutory compliance. It highlights customer benefits like cost savings and compliance. Testimonials from satisfied clients praise the team's timeliness, quality and being problem-solving partners beyond normal scope.
Similar to Professionals Presenter Draft 2 Oct 2011 (20)
1. Chartwell Financial Services Chartwell Financial Services - part of
The Lindley Group
Chartwell Professionals
• Established in 1979 as Lindley Trustees
Our Core Qualities
• Now one of the premier financial services groups in
the North West
Services to Accountants • 100% owned by its shareholding Directors
• Lindley group manages in excess of £150m of assets
Services to Solicitors on behalf of individuals, pension schemes and Trusts
with an additional £150m of commercial property
under SSAS schemes
What’s in it for you?
• Specialists in investments for both individual and
corporate clients
2. Chartwell Financial Services Chartwell Financial Services is a firm of ‘fee based’
independent financial advisers based in Altrincham,
Cheshire. We have been providing bespoke financial
Chartwell Professionals solutions to both personal and corporate clients since
1992
Our Core Qualities
As part of the Private Clients business Chartwell Wealth
Services to Accountants
Management offers holistic financial planning advise
on a fee charging basis. We offer a series of risk based
Services to Solicitors
investment portfolios on our own wrap which also
permits our clients to hold legacy investments and
deposits under pension and personal portfolio
What’s in it for you? strategies
3. Chartwell Financial Services
How can an IFA help with Client
Management & Business Development?
Chartwell Professionals
• Build long term relationships
Our Core Qualities • Retaining existing clients year on year
• Generating new work from existing clients
Services to Accountants • Obtaining recommendations from existing clients
• Understanding clients needs through formal reviews
Services to Solicitors • Regular client communication
• Client segmentation and ‘needs’ profiling
What’s in it for you?
4. Chartwell Financial Services
What are our core qualities?
Chartwell Professionals
• Excellent qualifications
• Strong reputation
Our Core Qualities
• Clear areas of expertise
• Exceptional service
Services to Accountants
• Focus on advice not sales
Services to Solicitors • Trust & integrity
• Flexible remuneration
What’s in it for you? • Commitment to an ongoing client relationship
5. Our Services to Accountants & Tax Advisers
Chartwell Financial Services • Corporate & M&A
• Succession & exit planning
Chartwell Professionals • Business & corporate protection
• Shareholder protection
Our Core Qualities • Keyperson protection
• Relevant life policies
Services to Accountants • Commercial property purchase via pensions
• SASS Professional Trustees since 1979
Services to Solicitors • SIPP
• Corporate investment strategies
What’s in it for you? • Owner Manager retirement planning
• Funding for business growth
• Risk based investment management
6. Our Services to Accountants & Tax Advisers
Chartwell Financial Services • Group risk & employee benefits
• Assist with recruitment & retention of key staff
Chartwell Professionals • Executive benefits provision
• Installation & management of risk benefits
Our Core Qualities • Claims management
• Flex benefits
Services to Accountants • Staff benefits online access
• Group Pensions
Services to Solicitors • Suitability analysis of existing schemes
• Comply with current and new rules
(Stakeholder and NEST)
What’s in it for you?
• Installation & management of pension scheme
• Bi-annual staff pension surgery
• Advice for retiring staff
7. Chartwell Financial Services
Our Services to Solicitors
• Corporate & M&A
Chartwell Professionals
• Succession & exit planning
Our Core Qualities • Business & corporate protection
• Shareholder protection
Services to Accountants • Keyperson protection
• Relevant life policies
Services to Solicitors • Commercial property purchase via pensions
• SASS Professional Trustees since 1979
What’s in it for you?
• SIPP
8. Chartwell Financial Services
Our Services to Solicitors
• Matrimonial & Family Law
Chartwell Professionals
• Pension Splitting & Sharing Orders
• Post divorce financial planning
Our Core Qualities
• Rebuild investment & pension strategies
• Replace lost life cover/family protection
Services to Accountants
Services to Solicitors
• Estate & Trustee Investment Advice
• Discounted Gift trusts & Loan trusts
What’s in it for you?
9. Our Services to Solicitors
Chartwell Financial Services • Trustee Review Service
• Risk management for professional trustees
Chartwell Professionals • Compliance with Trustee Act 2000
• Risk based investment management
Our Core Qualities
• Deposit management review service
• Court of Protection and Personal Injury Trusts
Services to Accountants
• Risk graded investment strategies
• Periodic Payments – management of
Services to Solicitors
income
• Personal Injury
What’s in it for you?
• Post settlement advice
• Specialist services
10. Chartwell Financial Services What’s in it for you?
• Reinforce long-term, high value, high quality client
Chartwell Professionals
relationships
Our Core Qualities • Attract more clients within your preferred market
segments
Services to Accountants • Improve levels of client referral
• Increase levels of business from existing clients
Services to Solicitors
• Maximise efficiency and profitability
What’s in it for you? • Build holistic advice proposition
11. Chartwell Financial Services Q&A?
Chartwell Financial
Chartwell Professionals Services
Lindley Court
Scott Drive
Our Core Qualities
Altrincham
Cheshire
Services to Accountants WA15 8AB
T. 0161 929 3500
Services to Solicitors F. 0161 929 3501
E. info@chartwellfs.com
W. www.chartwellfs.com
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Chartwell Professionals and Chartwell Wealth Management are trading styles of Chartwell
Financial Services Limited who is Authorised & Regulated by the Financial Services Authority.
Registered in England 02578206