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Hollycroft Financial Services

January 14th, 2010 | Comments Off | Posted in 123triad

With over 20 years experience in the Financial Services sector, Hollycroft Financial Services provides advice on Business Protection including Keyperson, Personal Protection, Income Protection, Mortgages, Wealth Creation and Preservation, Inheritance tax planning, Investment Planning, Pension Planning, Income Drawdown, Will Writing to customers throughout the local area. Established in 2005, the business is located in Greenside (Ryton). Hollycroft Financial Services like to ensure that all of the clients’ needs are catered for from leaving school to post retirement, as people change throughout life from the protection and insurance requirements of a young family, where maximum cover for minimum cost is essential, through the middle years of saving for retirement and beyond. Enabling clients to plan ahead for the future in a holistic approach to achieving goals, the company supplies advice to businesses and individuals with a professional service.

With appointments arranged to suit the individual by the professional and friendly staff, the aim of Hollycroft Financial Services is to help individuals to achieve cost effective financial planning. Hollycroft Financial Services has a satisfied network of clients, situated throughout the UK, including private clients and business. Hollycroft Financial Services will advise you and make recommendations applicable to your current circumstances to help you achieve your short, medium and long term goals. Their aim is to help you fully meet your goals or provide you with a stepped approach to achieving your goals by planning ahead for you or your families future. Hollycroft Financial Services can potentially help businesses with business protection for partnerships, shareholders and limited companies, key person and loss of profit advice.

For more information, please visit http://www.hollycroftfs.co.uk

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Blue Fish Finance

January 12th, 2010 | Comments Off | Posted in 123triad

Blue Fish Finance Ltd is a small business offering mortgages to clients throughout the local area. Blue Fish Finance, which can be found in Lilliput Poole and was established in 2006 by Mandy who has more than 10 years experience in the Mortgage industry. Blue Fish Finance provide free friendly independent mortgage advice. Blue Fish Finance are not tied to one lender and can source the best mortgage products for you. Mandy Hodgkins is a fully qualified Mortgage Adviser and holds the following qualifications :- CeMAP - Certificate in Mortgage Advice and Practice , CeFA - Certificate for Financial Advisers, CeCM - Certificate in Commercial Mortgages. As well as sourcing mortgages, re mortgages, buy-to-lets etc. Blue Fish Finance also source protection products such as Critical Illness Cover, Accident, Sickness and Unemployment and Life Insurance.

Blue Fish Finance Ltd was established by Mandy a local Lilliput resident with some very important aims in mind and that is to help customers through the process of finding the most suitable and cost effective mortgage for their circumstances as well as provide friendly whole of market mortgage advice. This means that Blue Fish are not tied to one lender and can source the best mortgage products for you. Choosing a mortgage is probably the biggest financial decision you will make and getting it wrong can cost you thousands of pounds over the term of the mortgage. The role of a good mortgage advisor is to help customers through the process of finding the most suitable and cost effective mortgage for their personal circumstances.

For more information, please visit http://bluefishfinance.co.uk

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Tarr Financial

January 11th, 2010 | Comments Off | Posted in 123triad

Tarr Financial is an independent mortgage advisory company based just outside the county town of Taunton and primarily covers the Somerset area. The company prides itself in offering qualified and friendly advice from the entire mortgage market. This will enable them to match the client’s financial needs whether they’re looking to purchase their first property or review their current situation as a homeowner. Tarr Financial offer advice and recommendations in mortgages, general insurance, personal and business protection, conveyancing, HIPS’s and EPC’s. Tarr Financial Ltd is an appointed representative of Personal Touch Financial Services Ltd which is authorised and regulated by the Financial Services Authority.

Tarr Financial is a limited company created by directors Jamie and Emily Tarr. The ethos of their firm is to offer a highly professional but friendly service as well as develop long term trusting relationships by meeting clients financial needs whilst exceeding their expectations. Now with over 12 years experience between us in the financial markets working for other major companies, they decided to create Tarr Financial. They offer clients advice and recommendations using their wealth of knowledge from the whole of market along with a strong focus on providing outstanding customer care. Tarr Financial have access to the whole market along with exclusive products only available to Personal Touch members and believe this is critical in exceeding the clients expectations.

For more information, please visit http://www.tarrfinancial.co.uk

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Scotwest Credit Union

January 10th, 2010 | Comments Off | Posted in 123triad

Scotwest Credit Union is not for profit financial co-operative offering a range of financial services to its 23, 000 members throughout the West of Scotland. Savings accounts, personal loans, current accounts and mortgages are all available. Anyone who lives or works in the West of Scotland can apply to join with over 50 organisations currently offering the Credit Union as an employee benefit to their employees allowing them to save directly from their salary. Direct debit facilities are also in place with members able to choose their preferred frequency and payment day or date. As the members own the Credit Union they benefit from its success in the form of dividend payments on savings, competitive interest rates and new and enhanced products and services.

Whether you are looking to take your first steps onto the property ladder, move up or just looking for a better deal on your existing loan, Scotwest offers a range of competitive mortgages with the same commitment to member service guaranteed. A HomeSecure loan from Scotwest is a flexible and economical loan using the equity in your property as security. This type of loan is available to members who already have a mortgage on their property with another lender. The loan can be used for any purpose with current members taking out HomeSecure loans to pay for home improvements, cars, holidays or special occasions for example. They provide life savings and loan protection insurance for our members as well as working in conjunction with a number of insurance intermediaries to give members access to other insurance products including payment protection insurance and mortgage payment protection insurance.

For more information, please visit http://www.scotwest.co.uk

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Glasgow Credit Union Ltd

January 9th, 2010 | Comments Off | Posted in 123triad

Glasgow Credit Union is a not-for-profit organisation offering ethical financial services to everyone who lives or works within the “G” postcode. The company, which is located at 95 Morrison Street in Glasgow, was formed in 1989 and has many years’ experience and over 23, 000 members. Glasgow Credit Union has continually been at the forefront of Credit Union development over the years. The main objectives of Glasgow Credit Union are to provide a safe place to save, to provide access to responsible borrowing and provide on-going financial education. With a dedicated staff of 34 based in the Morrison Street office, and a volunteer Board of Directors, Glasgow Credit Union offers a professional, local and friendly service.

GCU services are a viable alternative to mainstream banking and as a non-profit organisation, put people before profit. Glasgow Credit Union has set up a wide range of partnerships throughout Glasgow such as Student Loans Company and Glasgow Housing Association who offer payroll deduction to staff. Buying a house is probably the biggest financial commitment that you will ever make, and so when choosing a mortgage provider you want to make sure that you use a company that you know will give you a fair deal. Glasgow Credit Union has been providing loans to members for the past twenty years, and now were pleased to be able to offer mortgages.

For more information, please visit http://www.glasgowcu.com

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Beattie Financial Services

January 9th, 2010 | Comments Off | Posted in 123triad

Beattie Financial Services was founded in late 2006 by David Beattie. BFS’ dedicated team currently provides financial services to over 600 clients in bendigo and melbourne. They pride themselves on their personalised service and work hard to find the right solution for you. David Beattie is an authorised representative of Professional Investment Services Pty Ltd (ABN 11 074 608 558; Australian Financial Services Licence No. 234951) providing Beattie Financial Services with a choice of over 100 investment options. In each asset class we have a core of three or four options that provide solid and consistent performance for their clients. Significantly, their business is built on finding the right solutions for their clients, not on selling products.

That is why their first meeting with you is free - it allows them to determine if and how they can help your achieve your financial goals. David grew up in Wycheproof before moving to Bendigo to complete year 12 and University. He spent time in Melbourne working for Arthur Anderson & BHP Billiton, before returning to Bendigo. His experience and training qualify him as a certified financial planner. BFS also employs three staff, Anita, Chanelle & Sharleen focused on Risk, Accounting/Tax and Financial Planning. Beattie Finanical Services works to harness your family cash flow to minimize non-deductible debt and build an investment portfolio using three key strategies: superannuation; gearing; and tax effective investments.

For more information, please visit http://www.beattiefs.com.au

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Schwarz Financial Services LLC

January 7th, 2010 | Comments Off | Posted in 123triad

Schwarz Financial Services LLC provides comprehensive financial services for individuals at varying stages of their lives. Our niche market is focused on the deaf and hard of hearing population who is using ASL (American Sign Language); however we have begun accepting non-deaf clients in the recent years. Their specialization is in fee-based investment advisory and tax preparation and planning services. They offer as part of their comprehensive financial services, the following: Life Time Planning , Retirement Planning , Educational Fund Planning , Insurance Planning. They specialize in fee-based investment management services, which means we can manage your investments for you.

For one fee, they offer not only investment management services but also provide financial planning, tax planning and preparation services to help meet your future financial independence needs. Their company goal is to provide you with the long-term services needed to meet all your financial goals for the present and the future. Contact us today to see how we can help you! They follow the market closely each day so you dont have to. We focus on working to make your investments grow while you focus on your everyday life. Schwarz Financial Services, LLC, has provided personal income preparation services for over 30 years. They, for the first time, are providing personal income tax preparation online services nationwide for your convenience.

For more information, please visit http://www.schwarz-financial.com

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Nara Bank

January 7th, 2010 | Comments Off | Posted in 123triad

Nara Bank, is a wholly owned subsidiary of Nara Bancorp, Inc. (Nasdaq: NARA), and was founded in 1989 as a community bank serving Korean-American in Southern California. Since its inception, the Bank has grown nationwide to have offices in major cities throughout the United States. Presently, Nara Bank services customers of diverse ethnic background with a complete line of banking products including commercial real estate loans, SBA loans, and international trade finance. They continuously strive to provide competitive and business-oriented financial services and products through their growing nationwide network. Their corporate values center on integrity in business conduct.

Nara Bank specializes in assisting businesses with their banking solutions. Their goal is to be the number one bank for business owners nationwide. Nara Bank can provide the financing you require with our wealth of experience in arranging professional and business loans. They have helped many customers fulfill their dreams through sensible financial planning. Take advantage of their many professional and business loan products suited for a variety of professional and business needs. They are dedicated to provide you and your business with quality service, backed by many years of banking know-how. Expand your business with them and apply for a loan today!

For more information, please visit http://www.narabank.com

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ARK Financial Services, LLC

January 5th, 2010 | Comments Off | Posted in 123triad

ARK Financial Services, LLC was established in 2001 to provide comprehensive tax, investment advisory and wealth management services to high net worth executives, entrepreneurs and families. The firm was formed to fulfill client requests to provide more comprehensive financial planning and investment advisory services. At ARK, they understand that each client has a unique set of financial goals and expectations and we customize the solutions to meet those goals. They offer an advisor relationship built on personal trust and integrity with the goal of developing long-term, broad relationships with each of their clients. ARK Financial Services helps individuals and families who want to maintain, grow and protect their wealth through customized financial planning, institutional quality investment vehicles and sophisticated tax and estate planning.

At ARK Financial Services we understand that before entrusting your financial affairs to an advisor, you want to be sure that the company you choose has the expertise, integrity and commitment to provide the personal service that you deserve. At ARK Financial Services everything we do is based on providing you with individualized service and meeting your specific financial needs. Their initial planning services integrate financial, tax and personal variables. They start by helping clients outline their personal financial objectives. At the same time we embark on a comprehensive review of assets and liabilities, resulting in a detailed balance sheet. They also evaluate and offer advice in: estate planning, tax management, charitable gift planning, insurance needs analysis, retirement planning and educational funding.

For more information, please visit http://www.arkfinservices.com

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Kropschot Financial Services

January 5th, 2010 | Comments Off | Posted in 123triad

Kropschot Financial Services has arranged the sale of over 160 equipment leasing and specialty finance businesses in the past 23 years. The following are some of the services we can provide to your organization: Representing owners in the sale of businesses and portfolios , Performing acquisition searches for buyers , Developing joint ventures and strategic alliances , Serving as an expert witness. Bruce Kropschot, President, founded Kropschot Financial Services in 1986 and was instrumental in developing the firm to its position as the leading provider of merger and acquisition advisory services for equipment leasing and specialty finance companies with over 150 acquisitions arranged.

Kropschot Financial Services has arranged the sale of over 160 equipment leasing and specialty finance businesses in the past 23 years. Kropschot Financial Services has performed formal valuations of over 50 equipment leasing companies. Among the reasons for these valuations are the following: Litigation between two owners , Property distribution in a divorce , Determining whether shareholders would fare better with an initial public offering as compared to an outright sale , Determining for a parent company its negotiating posture for a possible sale to a subsidiary company management team.

For more information, please visit http://www.kropschot.com

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