Hire the Best Financial Planners
in the United Kingdom

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Saba A.

London, United Kingdom

$20/hr
4.9
161 jobs

Welcome to the TOP-RATED PLUS Profile 👍 I am a London-based Certified Bookkeeper and Accountant with over 8 years of professional experience supporting businesses across the UK and internationally. I specialize in delivering accurate, efficient, and compliant accounting, bookkeeping, and tax solutions tailored to help businesses stay financially organized and fully compliant. Currently managing a portfolio of 75+ UK clients, I provide expert financial support to a wide range of businesses, from startups and eCommerce sellers to established service providers. Services we are Offering: - Bookkeeping [Xero, Quickbooks, Excel, Freeagent,] - UK Statutory Annual accounts - Corporation Tax (CT600) - Annual Return - Abridged accounts - UK VAT Returns (MTD) - Self Assessments for Individuals - Self Assessments for Sole Traders - Non UK Resident Tax returns - UK Payroll - Partnership Tax Return for LLPs - Confirmation Statements - Submission with HMRC and Companies house Lot more to offer when asked.

  • Certified Financial Planner
  • Tax Planning & Advisory
  • Bookkeeping
  • Accounting
  • Account Reconciliation
  • Bank Reconciliation
  • Tax Return
  • Xero
  • QuickBooks Online
  • FreeAgent
  • Company Registration
  • Annual Report
  • Accounting Software
  • Account Management
  • Tax Preparation Software
Matt R.

Manchester, United Kingdom

$95/hr
5.0
4 jobs

After working in various roles in the Financial Planning industry, I knew there was a better way of providing financial planning to people earlier in their lifetime. One that made it clear how they can meet their financial goals and doesn’t require them to have huge amounts of money already. I started Momentum Wealth to ensure professionals and business owners make smart decisions with their money from the outset. Day-to-day, I work with clients on their financial plans, ensuring they can enjoy their life now whilst having a plan in place that means they’re provided and protected for in the medium and long term. Outside of work, my wife and I enjoy taking our Black Labrador Bruno out on walks. You’ll often find me on a golf course or keeping fit by going to the gym or cycling, with the occasional bike trip around Europe.

  • Wealth Management
  • Financial Planning
  • Investment Strategy
  • Pension Plan
  • Investment Portfolio Review
  • Life Insurance
  • Personal Finance & Wealth Management
Taiwo S.

London, United Kingdom

$30/hr
5.0
4 jobs

As a Corporate Finance & FP&A expert with 6+ years of experience, I specialize in driving growth, optimizing costs, and enhancing operational efficiency. Skilled in budgeting, forecasting, financial modeling, valuation, and data-driven decision-making, I provide actionable insights that fuel business success. I work with startups, Fortune 500 companies, and investment firms across global markets, including the US, UK, and emerging economies (Nigeria, India, Uganda, Tanzania, Vanuatu). My expertise helps businesses reduce budget variances, streamline financial workflows, and make strategic decisions that drive long-term growth. 💡 What I Can Help You With: ✅Institutional-grade Financial modeling ✅ Strategic Financial Planning & Analysis (FP&A) ✅ Budgeting, Forecasting & Variance Analysis ✅ P&L Management & Cost Optimization ✅ Company Valuation ✅ Effective Cash Flow Management ✅ Power BI Dashboards ✅ Strategic KPI Development & Tracking ✅ Growth Strategy Formulation ✅ Detailed Sensitivity & Scenario Analysis ✅ M&A Due Diligence & Analysis ✅ Investment & Fundraising Support My service is ideal for: Startups & Scale-ups, Businesses Seeking CFO-Level Guidance, Tech and SaaS Companies. 🏆 Why Work With Me? ✔ Custom-Fit & Tailored Financial Solutions – I create scalable, flexible financial models and strategies that evolve with your business needs and growth trajectory, ensuring alignment with your unique goals and objectives. ✔ Investor-Grade, Startup-Focused Deliverables – I provide high-quality reports tailored to investor needs and startup dynamics, whether for fundraising, valuation, or strategic partnerships, boosting credibility and supporting informed decision-making. ✔ Data-Driven Decision Making – Leveraging advanced analytics through Power BI, ERP systems, and Excel-based modeling. ✔ Proven Results – Helped companies secure millions in funding, optimize financial operations, and drive strategic investments. 💬 Let's Get Started: I would love to learn more about your business needs and explore how I can help you achieve your financial objectives. Here is how we can proceed: 1. Send me a message to discuss your project – I respond within 24 hours. 2.. First-time clients: I offer a free 30-minute consultation to understand your needs and demonstrate how I can help. Whether you are preparing for fundraising or optimizing your financial strategy, I am here to deliver high-impact solutions that drive success. Let us work together to turn your financial strategy into a competitive advantage. Message me now!

  • Certified Financial Planner
  • Financial Analysis
  • Financial Planning
  • Financial Projection
  • Investment Strategy
  • Microsoft Excel
  • Financial Modeling
  • Business Plan
  • Forecasting
  • Business Valuation
  • SaaS
  • Finance & Accounting
  • Microsoft Power BI
  • Fundraising
Stewart L.

Aberdeen, United Kingdom

$40/hr
4.9
195 jobs

Combined thirty years of accounting, analytical, project management & directorship experience as qualified accountant based in UK. Enthusiastic, proactive and successful roles within the Financial Services sector. Experience as an accountant & finance director within the finance / fund management / e-commerce sectors. Vast experience in using Excel for many data analysis / accounting / reporting / financial models .

  • Financial Analysis
  • Microsoft Excel
  • Intuit QuickBooks
  • Technical Accounting
  • Budget Management
  • Finance & Accounting
  • Financial Accounting
  • Job Costing
  • Managerial Finance
  • Business Presentation
  • Project Finance
  • Financial Modeling
  • Corporate Style
  • Cost Accounting
Calum C.

Cheltenham, United Kingdom

$70/hr
4.7
19 jobs

I am a chartered accountant by trade and hold a BA(Hons) in finance with 1st class honours, and a Masters degree in Finance. Professionally I have worked in the UK and also Australia. My lines of work have been external audits, internal audits, insolvency, and corporate advisory. Additionally, I have extensive bookkeeping experience for small and large clients. I also have significant teaching experience. In a previous role I was a lecturer at the University of Strathclyde in Scotland where I taught finance to undergraduate and postgraduate students. I am originally from Glasgow, Scotland, and in my free time I enjoy using the gym, hiking, martial arts, and cooking.

  • Accounting
  • Financial Audit
  • Internal Auditing
  • Finance
  • Business
  • Economics
  • Microsoft Excel
  • Accounting Advisory
  • Accounting Basics
  • Finance & Accounting
  • Financial Accounting
  • Financial Management
  • Management Accounting
  • Financial Model
  • Personal Finance
Fraser P.

London, United Kingdom

$50/hr
5.0
10 jobs

I build the tools businesses actually need when spreadsheets stop being enough: custom web applications, automated reconciliation systems, and reporting dashboards with real backend infrastructure. Recent work includes a full financial planning platform for a certified financial planner, with a secure multi-user backend, encrypted logins, admin controls, and cross-device client data management. I've also caught and fixed a reconciliation process silently missing 95 transactions a month, built a competitor analysis tool with automated scoring and PDF export, and built live carrier-integrated dashboards tracking freight claims and compliance issues. I start in Excel when that's the right tool and move to a full web app when it isn't. Either way, the goal is the same: remove manual work, kill errors, and give you something that scales.

  • AI Implementation
  • Data Visualization
  • Analytics Dashboard
  • Business Intelligence
  • Supply Chain & Logistics
  • Supply Chain Modeling
  • KPI Metric Development
  • Business Process Automation
  • Excel Formula
  • Excel Macros
  • Microsoft Excel
  • Data Analysis
  • Google Sheets
  • Dashboard

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