6 Alexandera Mews
70 Langdon Road
Monday to Friday: 9am - 5pm
Saturday to Sunday: Closed
• Undertakes in-depth reviews of clients' financial circumstances, current facilities and future aims.
• Analyses information.
• Prepares plans best suited to clients' requirements.
• Conducts risk analysis.
• Researches the marketplace for gathering information on new and existing products and services.
• Designs financial strategies to achieve client's requirement.
• Assists clients to make informed decisions.
• Reviews clients changing needs and financial circumstances.
• Manages projects and programmes.
• Identifies and targets new clients
• Arranges meetings and elaborates the benefits of financial products.
• Prepares internal financial reports and statement for client.
Additional services in connection to financial services will include:
• Providing services to businesses, ensuring effective change delivery and implementation, risk management and ensuring projects are delivered on time, within budget and scope.
Other area of expertise include
• Strategic planning
• Process mapping
• Business model analysis
• Systems integration
• Change implementation
Director: Mr Gboyega Sokale (Financial Consultant)
Address: 6 Alexandera Mews, 70 Langdon Road, Poole, BH14 9EA United Kingdom
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