Business strategic planning; Business strategy services; Consultancy relating to business planning; Corporate planning

Advice regarding credit; Advice regarding lending services; Advice relating to insurance; Advice relating to investment for retirement; Advice relating to investments; Advice relating to mortgages for residential properties; Advice relating to pensions; Financial advice; Financial advice relating to taxation; Financial advice relating to wills; Independent financial planning advice; Provision of tax advice (financial); Trust advice; Advisory services relating to (financial) risk management; Advisory services relating to banking; Advisory services relating to credit; Advisory services relating to finance; Advisory services relating to financial investment; Advisory services relating to financial planning; Advisory services relating to financing; Advisory services relating to insurance; Advisory services relating to investments; Advisory services relating to life insurance; Advisory services relating to money management; Advisory services relating to mortgages; Advisory services relating to mutual funds; Advisory services relating to real estate ownership; Brokerage advisory services relating to insurance; Brokerage of insurance; Brokerage of real estate; Brokerage services relating to debt instruments; Brokerage services relating to financial instruments; Charitable fundraising; Charitable services, namely financial services; Consultancy services relating to credit; Consultancy services relating to finance; Consultancy services relating to insurance; Consultancy services relating to investment; Consultancy services relating to personal finance; Corporate finance consultancy; Consultations (Financial); Consultations (Insurance); Debt advisory services; Debt restructuring; Estate planning services (arranging financial affairs); Financial advisory services; Financial advisory services relating to retirement plans; Financial advisory services relating to tax; Financial analysis; Financial consultation services; Financial investment advisory services; Financial management advisory services; Financial modelling services; Financial planning; Financial portfolio management; Financial research; Financial risk management; Financial services; Financial strategy consultancy services; Insurance advisory services; Insurance arranging services; Insurance brokerage; Insurance consultation services; Investment analysis; Investment performance monitoring; Investment planning; Life assurance brokerage; Life assurance consultancy; Management consultancy relating to insurance; Management of financial assets; Management of funds; Management of investments; Management of pension funds; Monitoring of financial portfolios; Monitoring of investment funds; Mortgage banking and brokerage; Mortgage brokerage services; Mortgage financing services; Options trading; Pension advisory services; Pension fund financial management; Pension fund management; Pension fund services; Pension management services; Pension planning services; Personal financial planning advisory services; Portfolio investment management; Preparation and analysis of financial reports; Preparation of financial analyses; Preparation of financial reports; Providing information, including online, about insurance, financial and monetary affairs and real estate affairs; Provision of insurance premium quotations; Provision of investment information; Provision of investment savings plans; Provision of investment services; Risk management consultancy (financial); Share portfolio management; Tax consultations (financial); Tax financial planning; Taxation financial consultancy services