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BestPlan Financial Strategies Inc.
Vaughan, Canada
A
1-10 Employees
2000
Key takeaway
BestPlan Financial Strategies Inc. provides a diverse array of insurance and investment products, highlighting their expertise in financial services.
Reference
Service
Financial Services
Chelton Capital Limited
London, United Kingdom
A
1-10 Employees
2018
Key takeaway
The company is dedicated to helping clients develop effective strategies for capital management and growth, emphasizing risk reduction and long-term profitability. With a focus on alternative investment strategies and collaboration with regulated partners, they provide exclusive access to a range of investment solutions.
Reference
Core business
The Global Financial Service Provider
Financial Services Capital Partners
London, United Kingdom
A
- Employees
-
Key takeaway
Ufasa is a consumer finance specialist, and Tymit is a pioneer in instalment credit cards in Europe, both highlighting the company's focus on innovative financial services. Additionally, FSC's investment in Barion, a leading payment provider, supports the development of advanced payment solutions and European expansion.
Reference
Product
Financial Services Capital
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Active Chartered Financial Planners
Thornaby-on-Tees, United Kingdom
A
11-50 Employees
2000
Key takeaway
The company offers a comprehensive range of holistic financial planning services tailored for private individuals, corporate businesses, and professional practices. Their team of specialist Independent Advisers emphasizes expertise, impartiality, and strong relationships to ensure clients receive clear and unbiased financial guidance.
Reference
Service
Services - Active Financial
Macquarie Investment Advisory (Beijing) Co., Ltd.
Dongcheng District, China
D
11-50 Employees
2004
Key takeaway
The company is a global financial services organization with a strong Australian heritage, operating in 34 markets and offering a proven track record of profitability for its investors. Their commitment to innovation and positive social impact underscores their focus on creating a better financial future.
Reference
Core business
Banking and Financial Services
NZ Consultants for Financial Services/Fintech
London, United Kingdom
A
1-10 Employees
2014
Key takeaway
The company highlights its expertise in the Financial Services sector, emphasizing the importance of a strong professional background for effective support in applications to the Financial Conduct Authority for necessary licenses.
Reference
Service
Services | NZ Consultants
Professional Advisers|Financial Services|London
West Coast Finance
United Kingdom
A
1-10 Employees
2014
Key takeaway
West Coast Finance Ltd is an independent finance broker in the UK that provides expert advice on financial products to support customers' long-term plans, helping them improve cash flow and grow their businesses.
Reference
Service
Finance Services Wales
SMG Financial Services
Leeds, United Kingdom
A
11-50 Employees
1982
Key takeaway
SMG F.S Ltd is a firm of Independent Financial Advisers based in Leeds, specializing in a wide range of financial services for both individual and corporate clients. They are committed to ensuring financial security and provide personalized service while liaising with specialists to deliver comprehensive solutions.
Reference
Core business
Corporate Services :: SMG FS Ltd
Frank Lenny Financial.
Dublin, Ireland
A
1-10 Employees
-
Key takeaway
Frank Lenny Financial is dedicated to helping individuals achieve their financial goals through a comprehensive range of financial services, including mortgages, savings, investments, retirement plans, and insurance. With over 20 years of expertise, they provide professional advice tailored to individual circumstances, ensuring clients receive optimal recommendations for their financial needs.
Reference
Core business
Financial Services Specialist | Frank Lenny Financial
We provide advice on a wide range of financial services such as mortgage advice and investments. We’ve helped 6,000 clients buy their own home.
Churchfield
Ireland
A
1-10 Employees
-
Key takeaway
Churchfield Mortgages & Financial Services Limited, operating as Churchfield Corporate Financial Solutions, specializes in independent financial consultations for employees of major Irish employers. Their services cover essential personal financial areas such as family protection, savings and investments, retirement planning, and budgeting.
Reference
Service
Services - Churchfield Corporate Financial Services
Technologies which have been searched by others and may be interesting for you:
Financial services encompass a broad range of economic services provided by the finance industry. These services include activities like banking, investment, insurance, and real estate. Institutions such as banks, credit unions, insurance companies, and investment firms deliver these services to individuals, businesses, and governments, facilitating transactions and managing financial risk. The sector plays a crucial role in the overall economy by enabling efficient capital allocation, providing liquidity, and helping clients manage their wealth and financial planning. As a result, financial services are integral to both personal finance and corporate strategies, supporting growth and stability in the market.
Financial services play a crucial role in shaping the economy by facilitating the flow of capital and resources. They enable individuals and businesses to access funds, manage risks, and invest in opportunities that drive growth. Through services such as banking, insurance, and investment management, financial providers enhance liquidity, allowing for smoother transactions and efficient allocation of resources. Additionally, financial services contribute to economic stability by promoting savings and encouraging prudent investment behaviors. By offering credit and financing options, these services support entrepreneurship and innovation, which are vital for job creation and overall economic development. The interconnectedness of financial services with various sectors amplifies their impact, making them essential for sustaining economic health and progress.
Financial services are influenced by a variety of regulations that ensure stability, transparency, and consumer protection within the industry. Know Your Customer (KYC) regulations require financial institutions to verify the identity of their clients, helping to prevent fraud and money laundering. Basel III is another critical regulation that focuses on bank capital requirements, stress testing, and market liquidity risk. It aims to enhance the banking sector's ability to absorb shocks and promote stability in the financial system. Various consumer protection laws also mandate fair practices in lending and investment, ensuring that clients are treated ethically and transparently.
Digital innovations significantly reshape financial services by enhancing efficiency and customer experience. For instance, technologies like blockchain improve transaction transparency and security, reducing the risk of fraud. Furthermore, artificial intelligence is transforming customer service through chatbots and personalized financial advice, allowing providers to cater to individual needs effectively. Moreover, mobile banking and fintech applications offer consumers unprecedented access to their finances, enabling them to conduct transactions anytime and anywhere. The integration of big data analytics allows financial institutions to gain insights into consumer behavior, leading to better risk assessment and tailored product offerings. Overall, these advancements streamline operations and foster greater customer engagement in the financial services sector.
1. Credit Risk
This risk arises when borrowers fail to meet their contractual obligations, leading to potential losses for financial institutions. Proper credit assessment and risk management strategies are crucial to mitigating this type of risk.
2. Market Risk
Market fluctuations can impact the value of financial assets, resulting in losses for service providers. Financial institutions often use hedging techniques and diversification to manage market risk effectively.
3. Operational Risk
This involves risks arising from failed internal processes, systems, or external events. Financial services providers must implement robust operational controls and contingency plans to reduce exposure to this risk.
4. Regulatory Risk
Non-compliance with laws and regulations can lead to significant penalties and reputational damage. Staying updated on regulatory changes and ensuring compliance is essential for financial services providers.
5. Liquidity Risk
The inability to meet short-term financial obligations can pose serious challenges. Financial institutions must maintain sufficient liquid assets and effective cash flow management to mitigate liquidity risk.
Some interesting numbers and facts about your company results for Financial Services
Country with most fitting companies | United Kingdom |
Amount of fitting manufacturers | 6457 |
Amount of suitable service providers | 10000 |
Average amount of employees | 1-10 |
Oldest suiting company | 1982 |
Youngest suiting company | 2018 |
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Some interesting questions that has been asked about the results you have just received for Financial Services
What are related technologies to Financial Services?
Based on our calculations related technologies to Financial Services are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Which industries are mostly working on Financial Services?
The most represented industries which are working in Financial Services are Finance and Insurance, Other, IT, Software and Services, Consulting, Human Resources
How does ensun find these Financial Services 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.