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South Ribble, United Kingdom
1-10 Employees
We are your partner, someone who has developed and implemented a personalised and integrated concept that exactly suits your requirements. We are a well-established Independent Financial Adviser based in the North West and have wide-ranging market experience. GS Financial Planning Limited is a trading style of Tavistock Partners Limited which is authorised and regulated by the Financial Conduct Authority (FCA). GS Financial Planning is a trading style of Tavistock Partners Limited which is authorised and regulated by the Financial Conduct Authority (FCA) and is a wholly owned subsidiary of Tavistock investments PLC. GS Financial Planning is a trading style of Tavistock Partners Limited which is authorised and regulated by the Financial Conduct Authority (FCA) and is a wholly owned subsidiary of Tavistock Investments PLC FCA number: 449607. GS Financial Planning, provide Independent Financial Advice for clients, whether it's a matter of planning for your financial security or protecting your wealth. GS Financial Planning is a Trading Style of Tavistock Partners Limited which is authorised and regulated by the Financial Conduct Authority. FCA number 449607 and is a wholly owned sudsidiary of Tavistock Investments PLC.
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GS Financial Planning
... GS Financial Planning, investment consultants in Leyland. We develop and implement personalised, integrated concepts that are perfect for your requirements. ...
Tuam, Ireland
1-10 Employees
2022
This Level 9 qualification is the highest academic award available to financial advisers in the country.
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Chapel Lane Financial Planning
... Brian Burke trading as Chapel Lane Financial Planning is regulated byThe Central Bank of Ireland. Authorisation Number ...
Truro, United Kingdom
11-50 Employees
1998
We are not owned by any external company and that will become evident when you see you are dealing, not only with award winners, but real people. We are a truly Independent Financial Adviser firm and offer access to every solution in the market place. We are a whole of market independent financial adviser advising you on all aspects of financial planning, including mortgages, inheritance tax, investment, equity release, long term care and pensions. We are proud of our values and integrity and to be the same professional independent company we have always been. We have been recognised for our services and have received many awards including Investment Adviser of the Year 2014, Mortgage Adviser of the year 2014 runner up, Silver Award at the Cornwall Business Awards 2014 and amassed 16 FT awards over 4 years. Hopefully this shows our expertise in finding the right answer for you, quickly. FT Adviser Editor: “It is the value of honesty, integrity and empathy which have given Worldwide Financial Planning the edge over other advisers”. This is the most important part of the planning process to ensure we are fully aware of your current financial situation, your individual needs and aspirations, and requirements for financial security.
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Worldwide Financial Planning
... Worldwide Financial Planning are a whole of market independent financial adviser advising you on all aspects of financial planning, including commercial finance, mortgages, inheritance tax, investment, equity release, long term care and pensions. ...
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Moss and Roberts (Wealth Management) Independent Financial Advisers | Financial Planning Norfolk | Financial Services Norfolk | Pensions Norfolk
... Moss and Roberts (Wealth Management) Independent Financial Advisers | Financial Planning Norfolk | Financial Services Norfolk | Pensions ...
Liverpool, United Kingdom
1-10 Employees
2022
We are proud to have filled this gap and have been able to help people from a wide range of backgrounds and businesses to have the financial security they need. We are available to help assist with your financial planning in Liverpool and across the rest of the UK at a moment’s notice. Taurus Financial Planning are an expert financial advisor in Liverpool, that was founded to provide holistic financial advice to clients on both their business finance and personal finance matters. Taurus Financial Planning has a strong focus on advice before products. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
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Welcome to Taurus Financial Planning Ltd
... With our quality financial planning in Liverpool and across all areas of the UK, keep your heart and mind free from worry about life's uncertainties. ...
Jacksonville, United States
11-50 Employees
1962
MMBM and MHG serves a broad array of industries and comes to your location, so you can stay on schedule. We are committed to providing the best possible product combined with unparalleled customer service while maintaining the highest standards of honesty and integrity. For nearly 60 years, our family-owned and operated firm is proud to continue to provide expert Financial Planningand HR Benefits Administration for individuals and a wide range of corporations with small-to-large financialholdings and various numbers of employees.As leaders in our fields, we use the best practices and maintain the highest standards of honesty and integritybased on trust, values and honored principles.
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Financial Planning & HR Benefits Administration for Individuals and Corporations
... Financial Planning & HR Benefits Administration for Individuals and ...
Vancouver, Canada
1-10 Employees
2018
We are a group of financial planners with extensive industrial experience. We provide customized solutions according to each client’s specific financial situation over their various life stages. Committed to ensuring our clients' financial best interests are cared for over their various life stages.
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Cura Financial Planning Inc.
... Cura Financial Planning Inc. offers Financial Planning Services including Wealth Management, Asset Management, Estate Planning, and more across Vancouver. ...
Canton, United States
1-10 Employees
2021
We are both fitness fanatics, and we enjoy spending time with our neighbors in our socially active community in the Hickory Flat area of Canton. But we do provide specific investment advice that is tailored to your unique circumstances. We do not receive any kickbacks from other professionals or commissions from product purchases resulting from our recommendations. We find that an hourly model is the most transparent and fair pricing model as it compensates for time spent working directly with you, the client, rather than a fee based on something arbitrary, like the size of your investment portfolio, your net worth, or your income. Our son, Daryl, owns and operates a thriving tree service business in Central Florida. At Datapoint Financial Planning, we believe that you should only pay for the advice and services you actually need. Many firms tie their fees to the size of your portfolio, but we believe this is an outdated and unfair model. We recognize that everyone’s financial journey is unique, and it’s our mission to craft solutions that align with your individual goals and circumstances.
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Flat-Fee, Advice-Only Financial Planning
... Datapoint Financial Planning is a tech-enabled, independent financial planning firm providing fee-only advice primarily to technology professionals and ...
United Kingdom
1-10 Employees
Our goal is to find the right solution for you and your circumstances whilst reducing the burden of the process on you. Whatever changes you’re hoping to make or goals you’re trying to achieve, We’ll provide you with sound Independent advice and professional guidance every step of the way. It can provide a great way of supplementing later life income or enabling aspirational goals to be met. The mortgage world is a vast and complex marketplace and often it’s a significant financial commitment.
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Woodlands Financial Planning
... Woodlands Financial Planning Ltd, an Independent, holistic and whole of market financial advice service. Specialising in pensions, investments, equity release, mortgages, protection and estate planning. Serving the New Forest, including areas such as Lyndhurst, Lymington & Brockenhurst. ...
Angeles, Philippines
1-10 Employees
2017
A local company in Angeles City, Savvi Accounting and Shared Services offers specialized business services to help in the growth of many small and medium enterprises as well as professionals. Our team of highly skilled, experienced and licensed professionals are qualified to provide accounting, business advisory and marketing consultancy. We talk to them, discuss and provide effective plans as well as give solutions to their business problems. We don’t just provide accounting, business and marketing services. Savvi Accounting and Shared Services was born with the mission of providing quality, personalized, reliable and on-time accounting support as well as timely business advice to small and medium businesses. As a growing, innovative and active team, we envisioned ourselves as a major key player in the local accounting industry; as a highly-trusted and reliable accounting support partner; as a game-changer that uses innovative and technically advanced accounting strategy; as a company that is compliant and transparent; and as an accounting firm that always exceeds our client’s expectations. And as a trusted local accounting firm in Angeles City, we, at Savvi Accounting and Shared Services are proud to be a partner of one of the most popular and widely-used accounting software in the industry – XERO accounting.
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FINANCIAL PLANNING
... FINANCIAL PLANNING - Savvi Accounting and Shared ...
Technologies which have been searched by others and may be interesting for you:
Some interesting numbers and facts about the results you have just received for Financial Planning
| Country with most fitting companies | United States |
| Amount of fitting manufacturers | 1926 |
| Amount of suitable service providers | 5467 |
| Average amount of employees | 1-10 |
| Oldest suiting company | 1962 |
| Youngest suiting company | 2022 |
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Financial planning is a strategic, comprehensive process that involves evaluating an individual's or organization's current financial status, setting short-term and long-term financial goals, and devising a detailed, actionable plan to achieve these objectives. This methodical approach encompasses various financial components, including budgeting, savings, investments, insurance, tax strategies, and retirement planning. By assessing assets, liabilities, income, and expenses, financial planning enables the identification of financial strengths and vulnerabilities, facilitating informed decision-making to enhance financial well-being. The significance of financial planning lies in its capacity to provide a structured roadmap towards financial security and independence. It empowers individuals and businesses to manage their finances proactively, mitigating risks and optimizing opportunities for wealth accumulation and growth. Through careful planning and execution, financial planning plays a pivotal role in ensuring financial sustainability and resilience against economic uncertainties, ultimately contributing to the achievement of financial aspirations and stability within the broader economic landscape.
1. Improved Risk Management
Financial planning allows individuals and businesses to identify potential risks early, such as market fluctuations or unexpected expenses, and devise strategies to mitigate them. This proactive approach can save significant resources and stress in the long run.
2. Increased Savings
By mapping out income and expenses, financial planning encourages more disciplined spending, highlighting areas where costs can be reduced. This often results in increased savings, providing a safety net for emergencies or funds for future investments.
3. Goal Achievement
Setting financial goals is a crucial component of financial planning. This process not only helps in defining clear, achievable objectives but also outlines the steps necessary to reach them. Whether it's purchasing a home, funding education, or planning for retirement, financial planning turns aspirations into realities.
4. Optimized Investment Strategies
With a comprehensive understanding of one's financial situation, financial planning enables the optimization of investment strategies. It ensures that investments are aligned with individual risk tolerance, time horizons, and financial goals, potentially leading to higher returns.
While evaluating the different suppliers make sure to check the following criteria:
1. Comprehensive Service Offering
Ensure the supplier provides a wide range of services, including budgeting, estate planning, retirement planning, and investment management.
2. Technology and Tools
Verify they utilize advanced financial planning software for accurate forecasting and analysis.
3. Credentials and Experience
Look for certifications like CFP (Certified Financial Planner) and years of experience in the financial planning sector.
4. Customization and Personalization
The supplier should offer tailor-made plans that fit your specific financial goals and situation.
5. Transparent Pricing
Ensure clear understanding of all fees and costs associated with their services to avoid any hidden charges.
6. Client Testimonials and References
Seek feedback from current and past clients to gauge satisfaction and effectiveness.
7. Regulatory Compliance
Confirm the supplier adheres to all relevant financial regulations and standards to ensure your assets are managed legally and ethically.
In the manufacturing industry, financial planning is crucial for managing production costs and pricing strategies. Companies utilize it to forecast raw material costs, labor, and overhead expenses to set competitive yet profitable prices for their products. This foresight helps in maintaining budgetary controls and optimizing resource allocation, ensuring the business remains financially viable and competitive. For the tech sector, financial planning plays a pivotal role in guiding research and development (R&D) investments. Businesses analyze market trends and potential returns on investment (ROI) to allocate funds effectively toward innovation. This strategic planning ensures that investments are aligned with long-term business goals and market demands, fostering sustainable growth and technological advancement. In the realm of retail, effective financial planning is indispensable for inventory management and marketing campaigns. Retailers rely on it to predict consumer demand, optimize stock levels, and plan promotional activities. By aligning financial resources with market opportunities, they can enhance sales, minimize excess inventory, and improve overall profitability. For service-based industries, such as consultancy or IT services, financial planning is key to project management and pricing models. It helps in estimating project costs, setting billable rates, and managing cash flow. This ensures that projects are profitable, resources are utilized efficiently, and the business maintains a healthy financial status. Each of these use cases underscores the versatility and necessity of financial planning across various B2B contexts, highlighting its role in strategic decision-making and operational efficiency.
Financial planning, as a field, operates at a Technology Readiness Level (TRL) that varies widely depending on the specific technologies and methodologies applied, ranging from TRL 1, where basic principles are observed and reported, up to TRL 9, where actual systems have proven successful in real operations. This broad range is due to the diverse nature of tools and algorithms employed in financial planning, from nascent, experimental artificial intelligence models at lower TRLs to well-established software platforms at higher TRLs used widely by individuals and businesses. The higher TRLs in financial planning are characterized by sophisticated software solutions that integrate complex algorithms for risk assessment, portfolio management, and predictive analytics, demonstrating high levels of reliability, accuracy, and user satisfaction in real-world applications. These advanced tools have undergone extensive testing, refinement, and validation, confirming their effectiveness in optimizing financial outcomes. Conversely, emerging technologies in financial planning, such as those leveraging blockchain or advanced AI for predictive modeling, might still be in the experimental or development stages, reflecting lower TRLs due to the ongoing need for validation, scalability assessments, and integration with existing financial systems. The specific TRL of a financial planning technology thus hinges on technical maturity, proven application success, and the extent of integration with broader financial management practices.
In the Short-Term, the integration of AI and machine learning into financial planning tools is set to revolutionize the way individuals and businesses forecast their financial futures. These technologies will enable more accurate predictions of market trends, personalized investment advice, and automated budgeting assistance. Enhanced data analytics will allow for real-time financial decision-making, making financial planning more responsive and tailored to individual needs. Looking into the Mid-Term, blockchain technology will become a cornerstone of financial planning. Its implementation will lead to increased transparency and security in transactions, reducing fraud and errors in financial records. Smart contracts will automate and streamline financial agreements, ensuring they are executed precisely as planned without the need for intermediaries. This phase will also see the rise of decentralized finance (DeFi) platforms, offering more accessible and inclusive financial services. In the Long-Term, the advent of quantum computing promises to further enhance the capabilities of financial planning tools. Quantum computing will process complex financial models and simulations at unprecedented speeds, offering insights that were previously impossible to achieve. This will lead to highly sophisticated risk management strategies and the potential for creating entirely new financial products and services, ultimately transforming the landscape of financial planning.
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
Who are Start-Ups in the field of Financial Planning?
Start-Ups who are working in Financial Planning are Chapel Lane Financial Planning
,
Taurus Financial Planning,
Datapoint Financial PlanningWhich industries are mostly working on Financial Planning?
The most represented industries which are working in Financial Planning are Financial Services, Professional Services, Lending and Investments, Information Technology, Others
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.
