Richard Harvey
RV Consulting Ltd / Sparta Technology
Tel: 07721 312888
Email: richardrvey@me.com
Accountant by profession but prefers the strategic side of finance. Experience in the not for profit sector. Also Chairman of Sparta Technology a business specialising in mobile payment solutions. Knowledge of IT systems and processes.
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Duncan Hopkinson
EDR Financial Management Ltd
Tel: 07973 849922
Email: dhopkinson@edrfinancial.co.uk
Specialties: accountancy, acquisitions, administration, asset recovery, budgeting, business plans, business strategy, cash flow, contract management, credit, customer relations, development, equities, finance, financial accounting, forecasting, general management, management, profit improvement plans, strategic management, supervisory skills, venture capital, workflow analysis.
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Christopher Jones
gunnercooke llp
Partner for Restructuring and Insolvency
Tel: 07753 799386
Email: christopherjones@gunnercooke.com
Specialist business and commercial Solicitor, with 25 years experience. I deal with the issues facing financially-distressed businesses and their stakeholders through the legal aspects of restructuring, corporate recovery, and insolvency and related work.
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Carl Lee
CRL Business Consulting Ltd.
Director
Tel: 07712 877428
Email: crlbc.ltd@gmail.com
Carl is an experienced commercially-astute finance director, non-executive director and mentor, focusing on strategic and operational business transformation. He can drive forward changes to improve profitability and growth, by the identification and efficient management of process improvements and business improvement programmes. He was a director of the UK and Nordic companies of a US-based global manufacturing and distribution operation. He has latterly focussed on mentoring SMEs to develop strategic plans to identify business development and opportunities.
Key skills: strategic thinking, solutions driven, process mindset, change management, commercially aware and empathetic to business needs.
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David Smith
True Potential Wealth Management LLP / Forethought Estate Planning
Partner
Tel: 07795 368081
Email: davidrsmith@tpllp.com
David is Director of Forethought Estate Planning and a Partner of True Potential Wealth Management LLP; both businesses complement each other, providing holistic solutions to financial and estate planning needs.
David has worked within the investment & financial services industry for over 20 years in a number of roles from assisting traders at investment banks to clients facing financial advice. With this combined experience, David has advised numerous SME businesses and private clients across the UK. By listening and understanding an individual’s/business’s short and long term goals, David can help you to devise financial strategies to create, grow and preserve wealth whilst planning for succession to protect them, their families and their business.
The structured approach, experience and qualifications means that David can help individuals attain long-term protection, financial growth and asset preservation.
This approach has been encapsulated through these services:
– Family and Income Protection
– Business Protection
– Pre & Post Retirement Planning
– Investment Strategy
– Succession Planning for Business Owners
– Business Profit Extraction
– Tax Mitigation
– Estate Planning
– Company Pension Schemes
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Gary Whitehead
Aft Assist Ltd
Tel: 07764 167530
Email: gary@aftassist.com
Specialising in business debt reduction agreements. We help resolve personal guarantee and business debt-related issues and avoid insolvency
The agreements we secure are private arrangements with no insolvency implications. We work with clients experiencing a wide range of lending related debt issues obtaining:
– Debt reduction agreements to facilitate the managed repayment of bank debt,
– Reduced debt settlement agreements in relation to personal guarantees and/or residual debt liabilities,
– Renegotiation of existing debt on more favourable terms.