Planning for the future is the best way to protect your finances
How It Works
We Help You Achieve Your Goals
1. Schedule a free consultation
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2. Discuss your goals
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3. Develop a plan
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OUR EXPERTISE
With us, you'll get a dedicated financial advisor who will guide and support you every step of the way — on the phone, by email or in person.
AUDIT AND EVALUATION
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BUSINESS LOAN
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FINANCIAL PLANNING
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MARKET ANALYSIS
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INVESTMENT PLANNING
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TRADEMARK
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STRATEGY AND PLANNING
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ABOUT US
We are a one-stop shop for financial advice and planning. Whether you're looking to start saving now or need help with your business's finances, we have the tools and expertise you need.
Annie Monaco
Title
Laura Mattis
Title
We're here to help you make smart decisions when it comes to managing your money, from investments to insurance.
Career's Opportunities
Junior Financial Analyst
Location: Liverpool, UK
Type: Full-Time
Responsibilities:
- Assist in preparing financial reports, budgets, and forecasts under the guidance of senior analysts.
- Conduct research and analysis on market trends and financial data to support decision-making.
- Help track and reconcile financial transactions to ensure accuracy and compliance.
- Support the preparation of presentations and reports for internal stakeholders.
- Maintain and update financial models and spreadsheets.
- Collaborate with team members to identify opportunities for cost savings and process improvements.
- Learn and stay updated on financial regulations and best practices.
Junior Financial Analyst
Location: Liverpool, UK
Type: Full-Time
Responsibilities:
- Assist in preparing financial reports, budgets, and forecasts under the guidance of senior analysts.
- Conduct research and analysis on market trends and financial data to support decision-making.
- Help track and reconcile financial transactions to ensure accuracy and compliance.
- Support the preparation of presentations and reports for internal stakeholders.
- Maintain and update financial models and spreadsheets.
- Collaborate with team members to identify opportunities for cost savings and process improvements.
- Learn and stay updated on financial regulations and best practices.
