Financial Services Companies Worldwide

About the Institute of Financial Professionals Australia TAX - SUPER - FINANCIAL SERVICES We are the association of choice for all tax, superannuation, and financial advice professionals, particularly those in the SME sector. The tax, accounting, superannuation, and financial advice profession is undergoing rapid change, and our mission is to support this sector into the future, recognising the increasing convergence of services. The Institute of Financial Professionals Australia is a not-for-profit membership association (originally known as Taxpayers Australia, then Tax & Super Australia) and has been serving members for over 100 years. In 2022 the association broadened its membership base to include professionals from the tax, accounting, superannuation and financial planning sectors, allowing us to widen the field of financial professionals who we assist, educate and advocate for. We also provide professionals with a community where they can develop trusted relationships with other companies and individuals through events and partnerships. We offer practical support, relevant CPE programs, advice and real-world solutions, and importantly, we support and advocate on members’ behalf – specifically for the small to medium practices within the industry.

🚀 Chez Mindset Finance, nous sommes aux côtés des dirigeants de startups, de TPE et de PME pour les aider à piloter leur entreprise avec succès. Notre objectif ultime ? 👉 Permettre à votre entreprise de gagner en flexibilité en externalisant leur direction administrative et financière. Nous apportons une valeur ajoutée à travers nos expertises dans les domaines suivants : ✅ Cash management et prévisions de trésorerie ✅ Élaboration de business plans ✅ Optimisation des processus budgétaires ✅ Reporting financiers et tableaux de bord ✅ Accompagnement de directions administratives et financières ✅ Transformation digitale de la fonction finance ✅ Services d'audit et de commissariat aux comptes Mais aussi, de l’accompagnement vers la mise en place de stratégies RSE ♻️ Plus d’infos sur : mindsetfinance.fr #dafexterne #conseilstratégique #gestionfinancière

Rosaly is a Fintech for Good that improves employees’ financial well-being by helping them manage their budget wisely and allowing them to stream their earned wages into their accounts through an instant app. Rosaly aims to play a key role in reducing the poverty premium and prevent employees from entering cycles of debt caused by overdraft fees and high-interest credit.

Clearnox, leader dans le suivi, la relance et le paiement de factures, permet aux entreprises d’être payées plus facilement et plus rapidement. Grâce à une solution innovante en ligne et une méthodologie éprouvée, Clearnox apporte une réponse aux problèmes majeurs des entreprises : la sécurisation d’un niveau suffisant de trésorerie et la maîtrise des délais de règlement. Clearnox est un service cloud d’Isabel Group, principale fintech de Belgique qui propose ses solutions à 90 000 entreprises, 3 600 cabinets d’expertise comptable, 250 partenaires logiciels et 650 banques en automatisant 450 millions de transactions par an, soit 7,10 milliards d’euros par jour. www.clearnox.com Facturer c’est bien, encaisser c’est mieux !

We are Entrpnr. The innovative administration office for motivated entrepreneurs. Like our customers, we are driven by ambition and the continuous pursuit of bigger, better, more beautiful, more fun. Together with our partners and customers we are constantly searching for ways to improve business processes. We do this, by automating recurring routine activities. And by working together with a wide variety of industry experts. We believe an entrepreneur should focus on doing business. That is why we use state-of-the-art software to process almost 80% of their administration automatically. This way we save time and money and provide entrepreneurs with the real-time financial insights they need to be successful. In addition to providing real-time financial insight, we make sure that our clients have everything else they need to work better and more efficiently at their disposal through our own entrepreneurial platform. In addition, we offer a complete team of experts who think along with our ambitious entrepreneurs about all aspects of financial administration, legal affairs, ICT, sales and marketing. This way we ensure that we and our customers are always one step ahead of the rest. Curious about what we can do for you? Please contact us for an introductory meeting!

We are wundertax. We make taxes easy for everyone. With our user-friendly online portal and intelligent software, we offer an innovative platform to simplify the complex process of tax returns for everyone. We focus on a target group-oriented tax solution with state-of-the-art technology and user-friendliness. Our goal: We want to simplify the tax industry as much as possible - for maximum tax refunds for everyone!

Exact develops cloud software for small and medium-sized companies and their accountants. The products automate business processes in areas such as Finance and HR and provide specific ERP solutions for wholesale distribution, manufacturing, projects and construction. This saves time and provides insights. It enables customers to work efficiently, make informed decisions and continue growing. More than 675,000 companies primarily in the Netherlands, Belgium and Germany already rely on Exacts software. Exact was founded in 1984 in Delft, the Netherlands, which is still the location of our head office. Every day, more than 2,000 ambitious professionals work on innovation. Driving responsible business, with respect for each other, the environment and society is central to his. For more information, visit www.exact.com

Global Connect Admin: Your Partner in Modern Management! Welcome to Global Connect Admin where modern management meets international excellence! Our team of international professionals is dedicated to driving your business forward with precision and expertise. We specialize in comprehensive business administration, financial management, and accounting services tailored to meet the demands of today's global marketplace. Why Choose Us? => We provide solutions that streamline your accounting processes, leading to enhanced efficiency and clarity. By unlocking valuable resources, we enable you to focus on driving growth and innovation. 📊 Streamlined Accounting Processes ⏱️Enhanced Efficiency 💼 Resource Optimization Ready to embark on a journey of innovation and growth? Connect with us today and experience the difference firsthand.

As a premium, one-stop-shop for investment decision support, we firmly believe the best way to support today's online brokerages is by facilitating the long-lasting success of their investing customers. We do this by helping their 80+ million self-directed investors find and validate new opportunities, time their trades, learn about financial markets and manage their risk.  Our online broker solutions deliver engaging, actionable insight through an award-winning fusion of proprietary automated AI analytics, beautiful user interfaces, and registered investment adviser expertise. Our patented pattern recognition is constantly scanning the market, providing up-to-date technical, fundamental, economic and sentiment analysis, and market commentary on over 72,000 global instruments.  Markets never sleep®, and with nine offices around the globe and twenty years as a recognized, award-winning industry leader, Trading Central is always there to support your decisions in the moments you need it.

Invest Caribbean stands as the premier global private sector investment agency for the Caribbean, committed to guiding investors in acquiring real estate, engaging in projects, securing second citizenships, and assisting companies in raising capital worldwide for expansion. Founded in 2011 by Felicia J. Persaud, a distinguished Caribbean entrepreneur, our organization specializes in bespoke services, including the creation of investor pitch decks and financial creatives. We offer debt and equity funding for existing projects in sectors such as commercial real estate, manufacturing, renewable energy, and more. Our expertise extends to bond market raises, US SME funding, bulk sugar procurement, business consultancy, among other areas. With our headquarters in the United States, situated in New York City and South Florida, Invest Caribbean operates under the registered trademark of ICN LLC. We warmly welcome investors interested in Caribbean business opportunities or entities seeking funding to connect with us. Let us show you how we can be instrumental in your journey to success in this vibrant and diverse region.

Actelo est un logiciel qui s’adresse à tous les professionnels du financement. Ludique, ergonomique et particulièrement intuitif, il répond aujourd’hui parfaitement aux besoins très spécifiques des financements immobiliers pour les particuliers et les professionnels. Actelo prend le pari de réussir à rassembler autour d'un même objectif les meilleurs courtiers, ainsi que des experts du digital, afin de proposer une solution complète & agréable d'utilisation. Actelo évolue constamment afin de devenir ce que vous attendez d'un outil adapté à votre profession. Automatisation des calculs, personnalisation des documents, gestion de la facturation, suivi d'activité en temps réel... Éligibilité aux prêts réglementés, lissages, optimisation automatique des prêts, ... Autant de tâches longues et répétitives maintenant entièrement automatisées.

Flyer Tech is a startup specialized in digital advertising (Transactionale.com). Transactionale is a SaaS Digital Marketing Platform that offers merchants a new customer acquisition tool. Transactionale is the first affiliation network that allows eCommerce shops to: -Acquire new in-target customers; -Reward existing customers with exclusive offers from other shops, complementary and non-competitive; -Monetize and create new revenue streams. We work with more than 150 eCommerce Partners

We Are Card Cutters The team here at Card Cutter’s have a wealth of Card Payment and Financial Services knowledge and experience. Founded in 2009, the team have built a long-standing customer base within the UK and Ireland with over 7000 Merchants currently working with us. . As a trusted Card Acceptance and Payment Solutions Specialist we can offer the latest payments technology and merchant services available to businesses of all sizes. Whether you are a small independent retailer (SME) or a larger multi-outlet business. Renting a card machine from Card Cutters can offer you an efficient and reliable card payment solution. Global Card Solutions are part of the Card Cutters team who provide our merchants with a range of card machines and merchant support. Together we can offer you both short, long-term and Chip and PIN card machines for your business. Card Cutters offer a range of world-class merchant services and integrated payment APIs, working in partnership with The Allied Irish Bank and Evo Payments International United Kingdom. Short Term vs. Long Term Rental Short term card machine hire is available for a minimum of three days on our Mobile Card Machine, perfect for taking to a trade show or an event. Long-term hire is available for up to 48 months on all of our card machines, and are tailored to your needs, which is perfect for start-ups and businesses that want to try out the technology before they invest. Here at Card Cutters we pride ourselves on the service we offer to our new and existing merchants. A Great Choice to Choose From Here at Card Cutters, we can offer a range of card machines to suit any type of business Countertop, Bluetooth, Mobile and Wi-Fi machines to hire all with the latest contactless technology. Tel: 01909 776532 Email: sales@card-cutters.co.uk Visit our websites for further information at: www.card-cutters.com │www.card-cutters.ae

Total Processing is a Fintech Company disrupting the payments sector through the delivery of custom payment solutions across e-commerce and in-store channels worldwide. We’re using our accredited network of strategic partners to provide businesses of all sizes with a number of hosted and integrated solutions. Providing complete global coverage, Total Processing proudly pioneers payment strategy with access to the world’s leading payment gateway and acquiring options, with added expertise in risk management and data analytics.

Meridian are two multi award winning businesses inextricably linked by the Meridian team and what we do for our clients. Meridian Corporate Finance helps entrepreneurs with the question of “What are the next steps?” To answer this, we gain knowledge to understand our clients' personal and professional goals and objectives, these are often different for each group of shareholders. We then use our collective experience to offer solutions / routes to achieving these goals and objectives https://www.meridiancf.com/deals. Often the solution is a corporate sale, however more and more we are having to be creative in order to provide solutions to all of the shareholders within the business. Share reorganisations, building management teams for succession planning, raising development capital and vendors becoming the private equity solution are becoming increasingly common solutions. Meridian Growth Capital owns shares in entrepreneurial owned businesses. We “create shareholder value”, by investing (either through our own funds or alongside private equity or high net worth individuals) into businesses and help them achieve their potential. Our achievements to date speak for themselves https://www.meridiangc.com/investments If you are in the stages of your “next step thinking” then please get in touch by calling 02380268793.

New Capital Link is an award winning Alternative Investment firm that acts as an introducer to asset-backed investment opportunities available to UHNW/HNW Investors worldwide. Through our teams combined decades of industry experience, we have established a vast network of clients and investment opportunities, recognising a gap in the market for professional advocates to locate and introduce individuals seeking products with the companies who provide them. Current environmental conditions have now put traditional investors under pressure to make their money work. At NCL, we aim to provide unique and exclusive options with healthy returns, carefully balanced alongside solid capital-security. We are the Master Agent for all of our investment opportunities.

Q Financial Services was developed and launched with one motivation in mind; to help guide people through the sometimes complicated world of financial services. Born with over 25 years of financial experience and knowledge, Q Financial Services have all the tools to make life a little easier with those big financial decisions. Our skills and knowledge come from different backgrounds including blue chip corporate companies to the fast paced world of football. These talents were drawn together with the ambition of being a stand out company in its field but to also have the satisfaction of knowing we’ve made a difference to our clients lives. Our company motto is ‘Securing Your Future’ whether that is securing a mortgage, life insurance, or something as basic as building and contents insurance. We are here to give you the advice and not what is best for everybody else. The guarantee to you is that we hold your hand through every bit of the process and keep you informed on the progress where many companies don’t. We pride ourselves on giving you a brilliant service from the start to the finish. So no matter how small the request the team are here to help out and take away the hassle of life’s critical decisions. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Paytap provides card payment facilities, Bespoke epos systems with integrated card payment solutions, online payments, virtual terminals. Latest card terminals and bespoke deals to small medium size businesses in UK and Ireland. We offer lowest rate guarantees, dedicated account managers, UK based service and support.

ClearDebit is a Bacs Accredited Direct Debit training provider, a Bacs Approved Direct Debit Bureau, a Bacs approved solution supplier and a specialised Direct Debit Consultancy. Our expertise has been developed working with Bacs, software suppliers and Bureaux and we are proud to have helped hundreds of Service Users get the most from the Direct Debit Scheme. We are committed to delivering consultancy and training which is simple to understand and put into practice. We manage Direct Debit collections & Direct Credit payments on behalf of numerous Service Users on a regular and / or contingency basis. We want to help you: - Save time and effort managing your Direct Debit Scheme - Ensure Direct Debit scheme compliance - Maximise the number of people who pay you by DD - Streamline your processes - Keep the cost of collections to a minimum. Whether you are setting up new systems / processes or are wanting to improve those currently in place, utilising our help will result in immediate benefits and allow you to concentrate on your core business.

Amilon is a leading company in Italy and Europe specializing in Gift Card program management and distribution strategy development. Established in 2007 as a technological partner for various retailers, the company operates in over thirty countries across Europe and Latin America, with offices in Italy, Spain, and Poland. With partnerships with over 300 retailers and an international expansion plan, Amilon serves as the ideal Gift Card partner for businesses and retailers, boasting a team of over 100 industry professionals. Since 2019, Amilon has proudly been part of the Zucchetti Group, the Italian leader in HR and Retail software solutions.

Quickpay Limited is a payment service provider working closely with partners to help and provide all businesses within the UK the correct products to enable them to accept card payments.

We are a specialist payroll services business providing outsourced payroll at a fraction of the cost accountants charge – and at a cost that makes it attractive to those business owners that perhaps do payroll themselves. Key features are:- • Simple competitive pricing policy from just £12 per pay run for a single employee • No hidden fees – includes RTI submissions, free set up, P60’s and year end reports • Tailor made service – customer chooses what aspects of payroll they wish to do • Professional specialists with high levels of expertise and who are up to date with all legislation changes For example 5 employees using e payslips and reports the cost is just £20 per month/pay run. We also offer additional services such as auto enrolment and employment contracts at an additional cost.

Accept card payments wherever, whenever with our integrated card payment solutions that are built specifically for ClearCourse software. Whether your customer is online, at the till or on the phone, our payments platform enables you to take their payment quickly, easily and securely. Our solution was built specifically to solve the payment needs of our ClearCourse partner platforms. With optimised integrations taking and reconciling card payments across multiple channels is a breeze, while fewer manual steps and less admin saves you and your team significant amounts of time. We’re about more than just solving your current payment needs - we’re a strategic partner that is looking for ways payments can help make your business even better. 

Stuart Consulting Group, Inc. (SCG) is a civil engineering firm that provides a full range of services for the design of general civil projects, municipal public works projects, and their support facilities. Working in both the public and private sectors, SCG assists clients in all phases in the development of their projects including planning, design, evaluation, rehabilitation, management and construction. Our specialties include: Program and Construction Management Wastewater Collection, Transportation, and Treatment Water Treatment, Storage and Distribution Drainage Collection and Transportation Commercial and Residential Site Development Roadway Design (Municipal, State, Federal) Traffic Planning, Design, Studies, etc. Comprehensive, Environmental and Transportation Planning Disaster Response and Recovery Federal (CDBG and FEMA) Grant Management SCG was founded in 2003 on the philosophy of client satisfaction. This enables us to provide services that not only meet our clients’ needs within established schedules and budgets, but also exceed their expectations with regards to the final products and/or deliverables.

We are an independent business and commercial finance broker, offering a personalised service to help you make an informed decision on the most appropriate finance solution for your business. Our strategy is to provide a much-needed relationship management approach to business finance requirements, a need not always fulfilled by the banks. This means you gain banking expertise with a whole of-market-review, and we make sure the final solution is the right one for you and your business. What Makes Us Special? It’s been said that it’s the people in an organisation who make it an excellent business. Our people bring years of experience in business finance, extensive knowledge and a range of specialist sector expertise, supporting the SME market in their commercial finance requirements. Our Ethos As an independent business finance broker, we guide you through the process, managing all aspects of the finance deal for you. Our dedicated approach plus our wealth of expertise means you get a competitive result which best reflects your needs.

Evolution Private Finance exists to provide honest, straightforward, impartial advice to those seeking to secure property finance or arrange protection for themselves and their families. With years of experience in property finance and financial services, Evolution Private Finance will give you access to an extensive range of high street lenders, major financial institutions and private banks. Every client is treated as an individual, all advice is tailored to suit your individual needs and circumstances, we don’t have a one size fits all approach, and there is no such thing as a silly question. We will speak to you in plain English and be with you the whole way through. If you need to secure finance on a property, Evolution Private Finance would be delighted to assist you with: • First Time Buyer Mortgages • Residential Purchases • Residential Remortgages • Buy to Let Purchases • Buy to Let remortgages • Buy to Let Portfolio Financing • Transfer of Equity • Inherited Property • Help to buy • Shared Ownership Through referral to our business partners we are also able to offer: • Bridging Finance • Secured Loans • Commercial Finance Securing the finance for your property is only part of the equation. Making sure that no matter what life throws at you, you can remain financially secure is incredibly important. Evolution Private Finance work with a handpicked panel of exceptional protection providers. Whether you want only to protect your bricks and mortar, or secure a full protection recommendation, Evolution Private Finance can help you balance the cost of cover with the benefits you need for. • Life Cover • Critical Illness • Income Protection • Accident Sickness and Unemployment • Buildings and Contents • Landlords Buildings and Contents We are happy to meet with you either in your own home, your place of business or, if you prefer, you can meet in our office.

Red Star Wealth, a firm of independent financial advisers, based in Blackpool. Our page will provide you with updates from the firm and interesting personal finance articles together with the information from our MD Kristen Durose but we cannot provide you with advice via Linked In. You are welcome to contact us directly with any specific questions. Red Star Wealth Management Limited is an appointed representative of Tavistock Financial Ltd (www.tavistockfinancial.co.uk), which is authorised and regulated by the Financial Conduct Authority. FCA Number 546014. Company Number 8012302. Registered Address: 44 York Street, Clitheroe, BB7 2DL. Registered in England & Wales

Pay runs without the pain. Bulk payments without the bank. Faster payments without the fees. More secure payments without the stress. Telleroo helps you automate bulk payments without using bank services. It’s simple to set up and use and it will get your accounting systems, payment apps and finance team working better together. For Business Owners and FDs, it’ll help take the hassle and stress out of making payroll and supplier payments. No more business banking, bank mandates, file uploads that don’t work or dealing with BACS payments (phew!). Also, it costs next to nothing compared to the time you’ll get back. For our partners: Accountants, Bookkeepers and finance pros, it’ll de-risk payments and help you scale payments for clients. No more chasing clients for approval, dealing with SUN numbers, accessing client bank accounts, updating multiple systems, explaining Google Sheets – we could go on. Did we mention there’s a deep integration with Xero? Join Telleroo customers like Grind Coffee, Thriva, Florence, In The Style, MAP and Tide today... https://www.telleroo.com/sign-up

As global payment and currency risk management specialists, we offer bespoke services alongside market leading technology for businesses and financial institutions. When choosing Argentex, you will benefit from competitive rates, tailored risk management solutions and certainty that your organisation is in safe hands. Argentex is listed on the London Stock Exchange, with offices in the UK, the Netherlands and Australia. We’ve traded more than $200bn in over 140 currencies for our clients since 2012, making and receiving payments on their behalf. 

We're not like most mortgage brokers. We are on a mission to help people with a passion for property investment to accelerate their portfolio growth and achieve financial security.

We offer reliable card payment systems for debit and credit cards. We offer systems which will enable you to receive payments over the phone, and at your premises by means of card payment, including both contactless and mobile phone systems like Apple Pay. Our experts can also assist you with commercial mortgages and help you to apply for business loans. We have an excellent reputation among our clients and we strive to make our customers happy with our products and services.

IMC has been operating within the financial sector for over twenty years. Our experienced team provide expert advice on a range of financial matters, including mortgages, pensions, life insurance, healthcare, investment and more. With access to over 1,500 mortgage products, we are the go-to mortgage brokers in South West London. Browse our range of services to find out where we can offer you impartial advice, from pensions through to healthcare.

Simple has been established to provide a straightforward, low-cost, online and telephone based financial service that caters for everyone, from a simple investment through to a full financial review. We strongly believe the service should be personal, accessible and affordable, which is provided by our dedicated team of advisers, support staff and competitive fixed fee pricing.

At Skybound Wealth, we’ve spent over two decades helping expats and international clients achieve financial security wherever life takes them. Our tailored services include wealth management, investment strategies, pension solutions, savings plans, tax planning, and insurance, designed to fit your unique goals and global lifestyle. We are proud to have been recognized for our excellence in client service, winning awards such as 'Company of the Year' and accolades for 'Excellence in Client Service.' These awards reflect our dedication to providing high-quality, client-centered advice. These awards are a testament to our commitment to delivering top-quality, client-focused financial advice. They highlight our dedication to maintaining the highest standards and reaffirm why so many clients trust us with their financial futures. Our experienced advisers provide clear, practical guidance on investments, pensions, savings, and more. We know wealth is about more than money, it’s about your aspirations, your family, and your future. We put our clients first, celebrating your success and providing transparent, effective strategies that grow and adapt alongside you. Whether you’re planning for a major life event, growing your portfolio, or protecting your loved ones, we’re here to help. Join the clients who trust Skybound Wealth to secure their futures and achieve their financial goals. Skybound Wealth provides regulated financial advice and planning services across multiple jurisdictions. Content shared on this page is for general information and insight only and does not constitute personal financial advice. Advice is provided only following a full assessment of individual circumstances and subject to applicable local regulation.

Start or advance your career at SurePayroll. SurePayroll offers market-leading benefits, competitive total compensation, an entrepreneurial culture, and the stability that comes with being a Paychex company since 2011. Industry experts widely recognize SurePayroll as the top choice for online payroll services, thanks to our unique solution set that simplifies and saves time on important back-office operations. We serve a large—and growing—customer base featuring small and micro business owners, household employers, and CPAs and bookkeepers. From our humble beginnings in 2000 as the first software-as-a-service payroll company, the SurePayroll portfolio has expanded to feature workers' compensation, 401(k) plans, health insurance, and HR services. If you like working with knowledgeable, supportive, and proactive colleagues, and being part of a team that’s delivered consecutive years of double-digit growth, make SurePayroll your next career stop. Learn more at SurePayroll.com

Mortgage Advice Hub is an award winning service that can provide you with a unbiased and specialist mortgage broker who has access to over 12,000 mortgage products from more than 90 lenders including lenders which you couldn’t access yourself on the high street also including exclusive deals. Our specialist mortgage adviser is available to provide you with the advice you need face‐to‐face or, if more convenient, over the phone at a time to suit you. They will take care of everything from explaining all of your options and helping you select the right mortgage, to choosing the most suitable protection for you and your family, and handling the whole application process. Call us today for your FREE quote on 0114 247 5000 or contact us to request a call back! Your home may be repossessed if you don't keep up repayments on your mortgage.

Liquidity is the world’s leading AI-driven private credit lender providing flexible financing to visionary mid-market and late-stage companies globally. Liquidity deploys from $10 million to $200 million in flexible capital designed to scale in step with vision and ambition with market-leading precision and pace. Liquidity is a nexus of the sharpest minds in private credit and technology, powered by breakthrough decision science AI that drives the entire investment process from origination to exit faster than any firm in capital markets history. Liquidity’s proprietary technology brings clarity to complexity, revealing hidden paths and guiding smarter investment decisions. Every move is data-driven, insight-led and shaped for long term advantage. Precise, scalable and built to perform. Liquidity’s global reach and regional expertise in every key market across North America, Europe, APAC and MENA propels growth for companies across borders, sectors and strategies. Backed by leading financial institutions including MUFG Bank Ltd., Spark Capital, KeyBank, Cross River Bank, Meitav Dash, IDB Bank and others. Visit liquidity.com

Maji is the complete financial wellbeing and money management platform, improving financial outcomes through education and behaviour change. Our mission is to build a financially secure future for everyone. All of us worry about money, regardless of personal circumstances. Maji’s powerful diagnostics identify users’ financial challenges, goals and opportunities, matching them with personalised education, coaching and advice. Our engaging tools empower users to actively reduce money worries and build a better financial future. For employers, Maji allows them to track, benchmark and improve the financial wellbeing of their employees, alongside providing powerful data insights to shape their employee benefit and wellbeing strategy. Maji uses the latest behavioural science to drive uptake of existing employee benefits and links each employee to the most relevant options, alongside providing specific coaching to help employees engage with their pension and take advantage of salary sacrifice. For pension providers, Maji increases member engagement. Using market leading, multi-format education and coaching, Maji encourages members to save at recommended rates and empowers them to consolidate their pensions. Maji delivers more informed members, richer data, and more money in pension pots.

Committed to providing funding to all UK businesses we pride ourselves on professionalism, integrity and trust. We build long-term relationships with all our clients enabling a clear understanding of YOUR business and therefore YOUR needs. V4B Business Finance have a strong presence working with Professions in the following sectors:- Accounting Legal Architectural Medical Dental Veterinary Optical Pharmacy Our work with Accountancy practices has meant we have organised facilities to help directly with their clients requirements and the success of this has led to the introduction of direct access for ALL businesses. We like to think of our relationships with clients as partnerships, offering a service which is unique and personal. Provided by knowledgeable Consultants who, on average have 15 years individual funding experience. V4B Business Finance are specialist at managing available credit lines for the growth of your business to allow funds to be diverted and kick start your plans and projects sooner! We have been integral in supporting UK firms in partnership with the British Business Bank delivering the Government schemes If you are looking to purchase anything for your business or have any Tax to pay we can provide a payment plan to reduce the impact on cash flow and accelerate your plans. This also includes dealing with trading liabilities for:- > Self Assessment Tax over 6 or 12 months > Corporation tax over 12 months > VAT on a 3 month rolling basis We even organise facilities to bolster your working capital! What's the next thing on the list for you capital expenditure wise? Keep your money in the bank longer and let us know how we can make your plans happen sooner! Hassle-free Funding, Fuelling Your Ambition! Have a look at out website to see how we can help you

Parker Kelly Financial Services Limited is a well established Regional Independent Financial Advisory Business. Our team, based throughout Liverpool and the North West offer professional, service driven financial solutions, both to the business community and private clients. As true 'Independent'​ Financial Advisers, we offer unbiased financial advice, providing access to all the products on the market through a dedicated qualified Practitioner. Authorised and Regulated by the Financial Conduct Authority FCA Number 692552 Registration number 08087816 The Financial Ombudsman Service (FOS) is an agency for arbitrating unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website www.financial-ombudsman.org.uk The guidance contained within this website is subject to the UK regulatory regime and is therefore targeted at UK residents.

Pulse is a invoice finance business that responds quickly & effectively to the needs of its clients. We provide both financial support & credit related solutions for a range of businesses from start-ups to the business turning over many millions. All Pulse products are based around the effective finance & collection of the sales ledger. Our invoice finance solutions provide FAST access to funding in challenging situations or where other lenders are unable to tread, with a simple lending criteria based on the strength of the debtor book. “Servicing facilities up to £5 million” Pulse Cashflow Finance is the unique business to Business Asset Based lender that bases its finance decisions on the quality of the receivables we fund. We have a range of Factoring Solutions whatever the circumstances. The initial evaluation is based solely around an informal discussion & a review of a sales ledger from which we can provide a prompt in principle decision. Pulse Cashflow Finance provides Construction Finance & is able to offer a confidential construction finance facility for main contractors or first tier sub-contractors having turnover in excess of £2.5 million. We have been providing construction finance against invoices, staged payments & applications for payment for some time as part of our general invoice finance offering. Pulse works in tandem with external quantity surveyors (“Q.S’s”) to ensure our processes meet the highest professional standards. Outsourced Credit Control is a service we provide & offer tailored pre legal credit control for companies with sales ledgers of up to 300 debtors. Cash is the life blood of business & every day an invoice is outstanding it costs money & exposes them to risk of bad debt. Pulse Cashflow Finance is able to offer experienced credit controllers with established systems & processes, our credit control service can deliver consistent levels of cash in a highly cost effective way. Fast • Transparent • Fair

Established in 1995, we have always offered friendly advice for mortgage and re-mortgage clients. Whether you are looking at a Buy to Let property, re-mortgaging or buying your first home, we can assist. Our expert advice will make buying your home or property investment seamless. We also offer expert advice on protection insurance to keep you and your family covered for anything life throws at you. Steve Mears Limited, trading as Steve Mears Mortgage Services are an Appointed Representative of HL Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Steve Mears Limited are registered in England and Wales. Registered No: 06180562. Registered Office: 28 Alma Vale Road, Clifton, Bristol, England, BS8 2HY The guidance and/or information contained within this profile is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. The Financial Conduct Authority does not regulate some forms of Buy to Lets. Think carefully before securing any other debts against your home/property. Your home/property may be repossessed if you do not keep up repayments on a mortgage or other debt secured on it. • There may be a fee for mortgage advice. The precise amount of the fee will depend upon your circumstances but will range from £100 to £395 and this will be discussed and agreed with you at the earliest opportunity.

Darlington Credit Union (DCU) is a financial co-operative serving those who live and work in the North East of England. We offer a secure, local and ethical place to save and borrow. Our payroll deduction scheme helps benefits employers by ensuring their staff feel financially secure and we have a range of other corporate products to make the most of your business's finances. We work with schools, employers, organisations and the whole community to provide financial services that serve all of our community and also help encourage financial education and management.

Dashly is a world-first. Its revolutionary tech evaluates individual mortgages against the entire market 24/7 to find the right deal for every customer, even during a fixed-rate period. Mortgage advisers can effortlessly onboard their clients and are then alerted whenever Dashly identifies an opportunity for them to save money, taking into account all fees and early repayment charges. Dashly provides the tech, advisers provide the all-important human touch.

Founded over 18 years ago on traditional service values, Complete Leasing Solutions still has one simple philosophy - "To provide creative and complete leasing and finance solutions."​ Our dedicated team have a wealth of experience and will deal with your facility from start to finish. Because we are a service driven business our success can only be measured by delivering the best outcome for our customers. With over 10,000 transactions behind us we must be doing something right! CLS's comprehensive network of Funding Partners and Own Book resources means we will have the finance solutions your business needs. So if you are starting out, upgrading equipment, require a loan, need asset refinance or not sure what would be the best finance option for your business why not contact our sales team today.

At Eight Wealth Management Ltd, a Principal Partner Practice of St. James's Place Wealth Management, we have a wide range of expertise and knowledge, developed over many years, to help people - both individually and in business - fulfil their aims and aspirations, as well as offering that all important 'peace of mind'​ for the future. Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. We aim to deliver our commitment by: - Providing personal face to face financial advice - Giving you the opportunity to review your financial affairs regularly - Effectively managing your investments via our distinctive approach - Keeping you informed of the latest news - Listening to your feedback - Offering you seminars and events We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop great relationships. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Eight Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at www.sjp.co.uk/products. The `St. James’s Place Partnership’ and the titles `Partner’ and `Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Equinox Commercial Finance was founded in 2019 with the goal of providing UK SMEs with alternative funding options, offering finance options from £5k to £50m. Founder, Simon Raper, previously spent 20 years in the SME sector working in senior management roles involving financial management and planning, purchasing and budgetary control. He has also held board level positions with two property development and investment companies and has successfully managed several property development projects. Simon qualified with an MBA from Stirling University Business School in 2005 and and MSc in Property Development from Robert Gordon University, Aberdeen in 2013. Our company philosophy is to offer flexibility and to minimise complexity when sourcing the finance opportunities that companies need to grow. At Equinox we believe in our core principles of fast service, customer focus and providing a wide range of finance products that can be tailored to individual needs. We are able to access a network of over 300 Partner Lenders, allowing us to state confidently that in our opinion 'we try harder'​ than other finance brokers. Whether you require property development finance, a commercial mortgage, a buy to let mortgage, asset finance, invoice finance, a short term bridging loan or bespoke niche industry finance we will find the best solution.

Sanlam Investments has deep expertise across all key asset classes brought about by years of experience. We focus on harnessing this talent to provide differentiated specialist funds to our clients. Sanlam Investments is an independent boutique asset management business based in the UK. Specialising in providing differentiated strategies to investors, we are the international investment engine for our parent, the Sanlam Group. Sanlam have been providing financial services to the world for over 100 years. This means we have all the hunger, autonomy and agility to act as a boutique asset manager, but with the stable backing and resources of a much a larger investment house. Valued at almost £10 billion*, employing over 105,000 individuals worldwide and managing more than £45 billion** in client assets, the Sanlam Group is an organisation with a growing global presence in 45 countries. *As at 30 June 2021 **As at 30 June 2021

DIXIPAY is an Innovative Electronic Payment Service Provider offering financial services globally through the internet, depending on the latest IT technology in this field. Our services include credit cards, prepaid cards, e-wallet payments, online money remittance, and e-commerce service. Our payment system allows individuals to open accounts free of charge, in order to send and receive money from their friends and families via internet, pay bills or purchase online from any merchant or internet shop worldwide at any time. As for our corporate customers and internet based business, we offer turnkey solutions to accept payment and credit card online through flexible merchant accounts, which in turn provide the maximum comfort and safety for the buyers, and of course, the highest rate of sales for merchants. DIXIPAY’s web fingerprints and device identifier is a unique fraud prevention solution for both individual customers and merchants.

We are a credit management & debt recovery specialist company. Our debt collection service works on a "no collection, no fee"​ basis - you only pay if we secure payment. Every one of our clients benefit from: Online Client Portal Bespoke Collection Models International Debt Recovery As our client, our job is to support your business in preventing bad debts, so our service goes beyond debt collection. We can review your terms & conditions, dunning/collection letters and even processes to ensure you benefit from our expertise. In addition, you can pick up the phone or drop us an email at any time should you need advice or a second opinion. Waters & Gate Training Our highly qualified specialists delivers dozens of training days every year All our material is custom built for each client. This allows us to develop bespoke training courses tailored to the specific needs of the participants and your organisation. Our unique service includes: With no travelling costs, our in-house courses allow us to focus on your delegates and their needs – We can even bring projectors and/or screens should you lack the equipment to facilitate an in-house training day. One price regardless how many delegates - all our prices are “per course”. Is there anyone else in your organisation who could benefit from the course? With our training packages, it’s your company that's in charge. Perhaps we find that we need to spend longer on one area or another during the training, with our bespoke training that's not a problem. We offer a full 30 days off-site support following the training. Whether it’s advice on a live issue or a question about the course. Each of our courses are bespoke and belong to you. This enables us to provide all the training material in both hard and soft copies along with a copy of the presentations allowing you use it time and again whether this is new members of staff or training refreshers.