Wealth Management

What are your life goals in the short, medium, and long term? What are you, or your families, objectives to help achieve your financial and lifestyle more readily?

Once I review and understand what is most important to you, I recommend a tailored financial plan, this can also include investment management advice and guidance. My recommendations will be based on your needs and objectives developing a systematic approach to help get you where you want to be, while never forgetting to plan for rainy days.

There are many small moving parts that must be accounted for in planning for your new business and business launch. Adequate preparation takes time. Launching a new business can be a thrilling thing, and many companies are impatient to see it happen, but a bit of patience will make the big event all that more rewarding.

Most businesses launch without a concise business plan which later distracts from and diverts the foundations of the company. We focus on the areas we know well (the product) and avoid the unknowns. I am here to help pull together and reflect your idea utilising my experience.My client needs to understand every word, every number and every comma in their business plan

Is your business growing or more established, are you wearing too many hats and not focusing on the core of your product which is why you launched your business in the first place? Business development can be summarised as the ideas, initiatives, and activities that help make a business better. Business development is the creation of long-term value for an organisation from customers, markets, and relationships.

As a co-founder of an ecommerce business, who has worked between the UK and Middle East region for over 8 years, I can offer a wealth of knowledge, guidance and advice in the fields of operations, e-commerce, marketing, sales and buying. 

Everything that happens within a company to keep it running and earning money is referred to collectively as business operations. A good business plan will often include a section dedicated to operations so that company founders understand the systems, equipments, people, and processes needed to make the organisation function, and function well

Once a business is established, and particularly after a growth spurt, it’s important to periodically assess and analyse business operations to identify inefficiencies and improve communication. Comparisons with industry benchmarks and best practices can help a company make sure its business operations are optimum, cost effective and still aligned with stakeholder interests.

Is your business requiring the development and implementation of accounting procedures and financial policies? Corporate accounting is the handling of accounting for companies, preparing accounts and any cash flow statements, as well as analysing and interpreting the financial results for the business

I can assist and work with you on bookkeeping, report creation, financial analysis, budget planning, business forecasting, payroll processing, pension assistance, VAT, expense management, receivables tracking. Ensuring these are complied with ensures cost reduction, effective processes and stronger business growth and profitability.