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Brookfield Financial Planning
Wilmslow, United Kingdom
A
1-10 Employees
2003
Key takeaway
The company offers expert financial planning services to help protect and secure your financial future.
Highlighted product
Service
Financial planning services
Beauchamp Wealth
Royal Leamington Spa, United Kingdom
A
1-10 Employees
-
Key takeaway
The company offers a comprehensive range of wealth management services, emphasizing personalized financial planning to help clients build, grow, protect, and preserve their wealth.
Highlighted product
Core business
Financial Planning
Marathon Financial
Village of Pittsford, United States
B
1-10 Employees
2004
Key takeaway
Marathon Financial emphasizes a disciplined and personalized approach to financial planning, with a dedicated team that provides tailored guidance to help clients achieve their financial goals. They focus on creating customized plans that align with clients' objectives and risk tolerance, ensuring a clear path toward a secure financial future.
Highlighted product
Service
Financial Planning
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Sheaff Brock Investment Advisors
Indianapolis, United States
B
11-50 Employees
2001
Key takeaway
The company, Sheaff Briefs, emphasizes its commitment to innovative investment strategies that aim to grow wealth while managing risk. They offer tailored solutions for clients interested in both income generation and long-term wealth preservation, aligning with the principles of effective financial planning.
Highlighted product
Service
Financial Planning
Technical Connection Limited
London, United Kingdom
A
11-50 Employees
-
Key takeaway
The company highlights its extensive experience in the financial planning process, enabling it to provide valuable support to financial planners and institutions.
Highlighted product
Service
Financial Planners
Winston Paul Capital Management
United States
B
- Employees
-
Key takeaway
The company emphasizes its commitment to transparency and integrity in financial planning, highlighting the advantages of working with a Fee-Only Financial Advisor who prioritizes the client's interests. They offer a cost-effective and comprehensive 401k solution that can enhance participant satisfaction while reducing liability and workload.
Highlighted product
Service
Financial Planning -
TECHNICAL CONNECTIONS LIMITED
Manchester, United Kingdom
A
1-10 Employees
-
Key takeaway
The company highlights its extensive experience in the financial planning process, enabling it to provide valuable support to financial planners and institutions.
Highlighted product
Service
Financial Planners
Future Financial Group Limited
London, United Kingdom
A
11-50 Employees
-
Key takeaway
The company emphasizes its role as independent and impartial advisors with a fiduciary responsibility, offering tailored financial planning solutions to simplify investments, reduce taxes, and enhance retirement income. Their expertise in complex financial situations and commitment to prioritizing clients' needs positions them as a valuable resource for effective financial planning.
Highlighted product
Service
Financial Planning – Future Financial Planning Group
Churchfield
Ireland
A
1-10 Employees
-
Key takeaway
Churchfield Mortgages & Financial Services Limited, operating as Churchfield Corporate Financial Solutions, offers independent financial consultations with a strong focus on financial planning, including retirement planning, savings and investments, and family protection. Their dedicated service has facilitated around 10,000 one-on-one consultations since 2007, ensuring employees of major Irish employers receive tailored financial advice.
Highlighted product
Service
Financial Planning - Churchfield Corporate Financial Services
Supportive Financial Planning Ltd
Metropolitan Borough of Solihull, United Kingdom
A
1-10 Employees
-
Key takeaway
Supportive Financial Planning emphasizes a unique approach to financial planning that combines expertise with a genuine commitment to client care. They provide independent, tax-efficient financial advice aimed at enhancing your financial wellbeing and securing your wealth for future generations.
Highlighted product
Service
Services | Supportive Financial Planning
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A selection of suitable products and services provided by verified companies according to your search.
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Commercial Loans
Loan, Finance, Mortgage
Business owners and investors choose Fidelity Mortgage Lenders for our quality commercial loans, characterized by attractive payment terms, speed, and discretion. Our services extend across several states, and our loans range from $50,000 to $20 million, accommodating various property financing needs. Borrowing is simplified with no prepayment penalties, a concise application process, and flexible terms tailored to individual requirements. With swift funding, responsive customer service, and a commitment to hassle-free transactions, we ensure a smooth experience from application to closure for those seeking to purchase or refinance commercial properties.
Use case
Commercial Loans
Loan, Finance, Mortgage
Business owners and investors choose Fidelity Mortgage Lenders for our quality commercial loans, characterized by attractive payment terms, speed, and discretion. Our services extend across several states, and our loans range from $50,000 to $20 million, accommodating various property financing needs. Borrowing is simplified with no prepayment penalties, a concise application process, and flexible terms tailored to individual requirements. With swift funding, responsive customer service, and a commitment to hassle-free transactions, we ensure a smooth experience from application to closure for those seeking to purchase or refinance commercial properties.
Financial planning involves the process of assessing an individual's or organization's financial situation and setting goals to achieve financial security and growth. It encompasses various aspects, including budgeting, investment strategies, retirement planning, tax management, and risk assessment. Professionals in this field analyze income, expenses, assets, and liabilities to create a comprehensive plan that aligns with the client's objectives. By developing actionable strategies, financial planning helps clients navigate complex financial landscapes and make informed decisions about their future.
Financial planning is crucial for individuals and businesses as it provides a structured approach to managing finances effectively. For individuals, it helps in setting clear financial goals, creating budgets, and establishing savings plans, which can lead to improved financial security and reduced stress. Additionally, it prepares individuals for unexpected events, ensuring they have adequate resources to handle emergencies. For businesses, financial planning is essential for strategic decision-making and resource allocation. It aids in forecasting revenue and expenses, which is vital for maintaining cash flow and ensuring sustainability. By identifying potential risks and opportunities, businesses can make informed choices that drive growth and profitability. Overall, financial planning serves as a roadmap that aligns financial resources with long-term objectives, benefiting both individuals and organizations alike.
Financial planning provides a structured approach to managing resources, enabling individuals and businesses to set and achieve long-term goals. By establishing a clear roadmap that includes budgeting, saving, and investment strategies, financial planning helps to prioritize spending and allocate resources effectively. Moreover, it allows for the assessment of potential risks and the development of contingency plans, ensuring that unexpected challenges do not derail progress. With regular reviews and adjustments, financial planning keeps individuals aligned with their goals, fostering a sense of security and confidence in their financial future.
1. Goal Setting
Effective financial planning begins with identifying short-term and long-term financial goals. These goals provide direction and help prioritize financial decisions that align with an individual's or business's objectives.
2. Budgeting
A comprehensive budget is crucial for tracking income and expenses. It allows individuals to allocate resources effectively, ensuring that spending aligns with financial goals and helps in managing cash flow.
3. Risk Management
Assessing and managing risks is essential in financial planning. This includes evaluating insurance needs and creating strategies to protect against unforeseen events that could impact financial stability.
4. Investment Planning
A solid investment strategy is necessary for growing wealth over time. This involves selecting appropriate investment vehicles and understanding asset allocation to meet financial goals while managing risk.
5. Retirement Planning
Planning for retirement ensures that individuals have sufficient resources to maintain their lifestyle after they stop working. This includes estimating future expenses and determining the necessary savings.
6. Tax Planning
Effective tax planning minimizes tax liabilities and maximizes savings. This requires an understanding of current tax laws and strategies to take advantage of deductions and credits.
7. Estate Planning
Estate planning is critical for managing how assets will be distributed after death. It includes creating wills and trusts to ensure that one's wishes are honored and to minimize estate taxes.
Technology plays a crucial role in enhancing financial planning processes. By utilizing advanced software and tools, financial planners can automate data collection and analysis, which significantly reduces the time spent on manual tasks. This efficiency allows for more accurate forecasting and budgeting, enabling professionals to provide tailored advice based on real-time financial data. Moreover, digital platforms facilitate better communication between clients and planners. Through secure portals, clients can access their financial information anytime, fostering transparency and trust. Additionally, integration with various financial accounts allows for a holistic view of a client's financial situation, leading to more informed decision-making and strategic planning.
Some interesting numbers and facts about your company results for Financial Planning
| Country with most fitting companies | United Kingdom |
| Amount of fitting manufacturers | 3431 |
| Amount of suitable service providers | 9014 |
| Average amount of employees | 1-10 |
| Oldest suiting company | 2001 |
| Youngest suiting company | 2004 |
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Some interesting questions that has been asked about the results you have just received for Financial Planning
What are related technologies to Financial Planning?
Based on our calculations related technologies to Financial Planning are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Which industries are mostly working on Financial Planning?
The most represented industries which are working in Financial Planning are Finance and Insurance, Other, Consulting, IT, Software and Services, Real Estate
How does ensun find these Financial Planning Companies?
ensun uses an advanced search and ranking system capable of sifting through millions of companies and hundreds of millions of products and services to identify suitable matches. This is achieved by leveraging cutting-edge technologies, including Artificial Intelligence.
