Financial Advisers in the UK

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Expertise:
  • Lifestyle Financial Planning

Zahra Sheikh

Financial Adviser

Peter Moss

Financial Adviser
Expertise:
  • Insurance
  • insurance broker
  • Income Protection
  • Life Insurance
  • Insurance Advice
  • Life and health insurance
  • Critical illness cover
  • Business Insurance
  • Keyman/Shareholder Protection
  • Relevant Life Insurance
Expertise:
  • Independant Financial Advice
  • cashflow modelling
  • Retirement & Pension Planning
  • Investment Planning
  • Wealth Accumulation
  • Pension Advice
  • Tax Efficient Investments
  • Holistic Financial Planning
  • Chartered Financial Planner
  • High net worth individuals
  • Portfolio Management

Samuel Trent

Financial Adviser
Expertise:
  • Coates Global
Expertise:
  • Equity Release
  • Later Life Lending
  • Independent Financial advice
  • Whole of market
  • Retirement Advice
Expertise:
  • Wealth Management
  • family protection
  • Inheritance Tax Planning
  • Income Protection
  • investment planning
  • Pensions on Divorce
  • Pension Transfers
  • Pensions
  • ISA's
  • intergenerational planning
  • Cash Flow Planning
  • Estate planning
  • Life Assurance
  • Trust Planning
  • key person insurance
  • Key Person income protection
Expertise:
  • Pensions
  • Income Protection
  • Pension Transfers
  • ISA's
  • Wealth Management
  • Investment
  • investment planning
  • Pensions on Divorce
  • Inheritance Tax Planning
  • Life Insurance
  • Private Health Insurance
  • Health Insurance
  • Critical illness cover
  • Critical Illness Insurance
  • Business Owners
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Buckinghamshire Professionals is a networking platform with over 40,000 members, helping professionals connect with new clients, business contacts, and referral opportunities.
For help, call 0333 002 0152 or write us at enquiries@professionalsuk.co.uk.