Daniel Anderton Email & Phone Number

Helping my clients plan for the futures they want financially, whilst also making sure that they are well enough protected today so that they can reach those future goals.Services include:- making your money work harder for you,- helping you retire earlier and achieve the retirement you dream of,- ensuring you're suitably protected against unforeseen events life throws at you,- consolidating your pensions to reduce admin and stress,- taking advantage of appropriate tax efficient structures,- giving you financial peace of mind for you and your family across the generations.After moving house and having children, retirement is often cited as the next biggest life event. With life expectancy continuing to increase, people are spending more years retired than ever before, and yet still only a small proportion of people plan sufficiently for this phase of life.The earlier you start planning for the future, the more confident you will be in: - booking that around the world holiday,- supporting your children/grandchildren through university or a house deposit,- having that house extension,- buying that sun drenched villa over looking the sea,- affording later life care,- providing for future generations.At Vesey Financial Planning, our financial advisers provide bespoke financial planning advice, which is clear and simple to understand, and supports your individual requirements.

Sutton Coldfield

Owner of a digital accounting business. We maximise efficiency for our clients by digitalising absolutely everything possible in the finance function. No paper = more efficient = environmentally friendlyWe provide business owners peace of mind over the accuracy of business records and tax calculations and the information they need to grow their businesses. Meeting monthly or quarterly with clients we're able to regularly talk through the key numbers, challenges and help resolve pain points.We also provide a full suite of accounting and tax services including an outsourced finance function.►Supporting a range of SMEs where owners and members of the executive team need strategic financial expertise►Developing business plans, cash flow models and advising on the implementation of financial systems and bespoke accounting packages for businesses across industries►Challenging the board on business and financial planning matters as an independent advisor, providing an in-depth and contextual insight into raw data ►Offering impactful, data-driven and proactive insights to clients, resulting in better business planning, increased profitability and increased growth capabilities

Birmingham, United Kingdom

An enterprise performance partner, optimising digital performance and providing data and applications on an on-demand basis with the aim of strategic cost reduction►Led the financial integration of a two newly acquired entities into the centralised finance system►Advised on new reporting requirements of the business for presentation to PE investors►Advised on and implemented a more tailored accounting package for the business►Oversaw the relocation of the headquarters to a new site, incorporating the fit-out of the new site, the closure of the old site and the termination of service contracts

Birmingham, United Kingdom

The Business Growth Fund is the UK’s largest investment organisation, providing patient capital for SMEs in the UK and also in Ireland, with a £2.5 billion balance sheet►Identified the opportunity to merge accounting and non-accounting systems to a central data warehouse to drive efficiencies in governance and reporting requirements►Engaged extensively with internal and external delivery partners to provide a comprehensive reporting environment which included robust auditing and data testing

Redditch, Worcestershire

A manufacturer of commercial interiors; reported directly to the Managing Director and CEO whilst overseeing the UK finance team ►Engaged by the business at a significantly turbulent time in its 98-year history to rapidly implement transformation and turnaround measures ►Developed comprehensive UK and consolidated group management information packs as well as undertaking daily cash flow management and forecasting►Analysed KPIs, performance, and resource allocation as well as comparing forecasts and budgets; made recommendations to the executive board on areas of restructuring and cash flow management

Westood Business Park, Coventry

A ground source heat pump installation and servicing business, supporting the design and implementation of more efficient energy systems►Collaborated extensively with the board and leadership teams to provide monthly forecasting of business performance and cash flows and recommend areas of opportunity within the business►Supported the development of a team of finance and project accountants in order to interact with overseas subsidiaries►Chaired the contract review committee; implemented and modified work instructions in order to add robust internal controls ►Prepared and presented statutory financial statements to the board, ensuring full regulatory compliance►Advised on the disposal of warehouse operations and the divestment of stock from the Scottish office

Monitored and controlled all aspects of the finances and inventory control of the business, involving supporting the decision-making within the organisation including weekly analysis, reporting and discussion of business performance with the directors and working closely with the other senior managers and non-financial stakeholders

Oversaw the group financial reporting systems, creating a reporting template for completion by global business units and providing technical accounting support where required.

Ba Hons 2:1, Business Studies

4 A-Levels & 10 Gcses