Danielle Jeans Email & Phone Number

Treeton, Gb

Im very pleased to announce i have joined the team at Abacus Funding. I am now able to help both Personal and Business Clients with all lending needs from residential , buy to let , equity release and commercial lending, offering providers from the whole of the marketWhilst continuing to help my clients protect themselves , loved ones and business with a range of protection needs

Helping clients bring ease , simplicity and create peace of mind for you and your loved ones

Barnsley, South Yorkshire, United Kingdom

Adding another string to my bow I’m now able to offer my clients whole of market mortgage advice. I thrive on helping my clients understand there mortgage needs and sourcing the right mortgage for them. As well as helping the client understand the need for protection by offering personalised quotes from whole of market insurance providers and later life wills and estate planning advice. Providing the perfect financial solution all under one roof.

Barnsley, South Yorkshire, United Kingdom

Self employed experienced Financial Consultant , here to help you or your business make,save and protect your money for whatever is important to you.I take time getting to know my clients to understand their circumstances and be there for ongoing financial advice as and when things might change. Whether that’s Wills & Estate Planning for a first home or Life & Critical Illness cover after starting a family.I have access to the whole market to find the right product for you with regards to level of cover and price. Here’s a list of ways I can help you on a personal or business level.Personal Advisory Services-Life and Critical Illness Cover-Income Protection-Wills & Estate PLanning-Pension Advice-Mortgage AdviceBusiness Protection Services-Shareholder Protection Agreements -Relevant Life-Keyman Insurance-Company Private Medical InsuranceIf you’d like a chat to see how I can help, please send me a message and I’ll get back to you as soon as possible.

Acorn Phase 3 , High Street , Barnsley , S72 7Bd

Lakeside Wealth Management Ltd. As an Advisor at Lakeside Wealth Management I specialise in retirement and investment strategies for Businesses, Company Directors, Senior Management and Individuals alike.I strive to provide financial security with careful and considered investment strategies and regular portfolio adjustments as a solid foundation to all wealth management recommendations.With integrity, exceptional service and the fair treatment of customers at the core of my business ethics, my clients know that they can be certain they have entrusted their planning to the right company.

Acorn Phase 3 , High Street , Barnsley ,S72 &Bd

As a Protection Specialist at Pro-Fit Rewards I work exclusively with Vitality Life and Health to offer comprehensive insurance and on-going support to protect and reward all my clients. I work closely with all my clients to ensure their needs are identified and suitable solutions are provided. I offer specialist advice in the following areas:*Income Protection*Life Insurance*Serious Illness Protection*Mortgage Protection*Business Protection *Health Insurance*Relevant Life

Acorn Phase 3 ,, High Street , Barnsley, S72 7Bd

Will & Estate Planning ConsultantMatrix Wills LtdMarch 2016 – Present (4 months)As a Will and Estate Planning Consultant at Matrix Wills I offer a professional and reliable service in all aspects of Will writing and Estate Planning tailored to suit the client's specific circumstances.My areas of focus include but are not limited to the following:*Single & Mirror Wills*Property Protection Trusts*Severance of Tenancy*Unregistered and Registered Lasting Power of Attorneys (Health & Finance)*Discretionary Will Trusts*Nil Rate Band Inheritance Tax Trusts*Shareholder Agreements*Cross Option Agreements

Wakefield, United Kingdom

Working actively at the heart of the local business community. Focusing on building new relationships by ensuring my customers benefited from a wealth of experience and knowledge. Key responsibilities managing a customer portfolio and achieving business growth through the ability to acquire, retain deepen customer relationships, with the ability to deliver against commercial targets set for the role .