The Berry & Oak Approach

Class [36]
Insurance & Financial Services

Administration of financial affairs;Administration of funds and investments;Administration of group insurance;Administration of group insurance plans;Administration of insurance business;Administration of insurance portfolios;Administration of investment funds;Administration of mortgage business;Administration of mutual funds;Administration of pension funds;Administration of pension schemes;Administration of property portfolios;Administration of savings accounts;Administration of shares;Administration of trusts;Administrative services relating to investments;Advice on finance during retirement;Advice on finance for retirement;Advice regarding credit;Advice regarding lending services;Advice relating to insurance;Advice relating to investment during retirement;Advice relating to investment for retirement;Advice relating to investments;Advice relating to mortgages for residential properties;Advice relating to pensions;Advice services relating to enhancement of mortgages;Advisory services relating to banking;Advisory services relating to finance;Advisory services relating to financial asset management;Advisory services relating to financial investment;Advisory services relating to financial investments;Advisory services relating to financial matters;Advisory services relating to financial planning;Advisory services relating to [financial] risk management;Advisory services relating to financing;Advisory services relating to futures;Advisory services relating to insurance contracts;Advisory services relating to investment finance;Advisory services relating to investments;Advisory services relating to investments and finance;Advisory services relating to life insurance;Advisory services relating to money management;Advisory services relating to mortgages;Advisory services relating to unit trusts;Agency services for lending on mortgage;Analysis (Financial -);Annuity services;Appraisals (Financial -);Arrangement of loans;Arrangement of loans against securities;Arranging and providing of loans against security;Arranging credit;Arranging finance for businesses;Arranging financial transactions;Arranging for financing of insurance premiums;Arranging insurance;Arranging investments, in particular capital investments, financing services and insurance;Arranging loans against security;Arranging of annuities;Arranging of finance;Arranging of financial investments;Arranging of insurance;Arranging of investments;Arranging of loans against security;Arranging of mortgages;Arranging of mortgages and loans;Arranging the provision of finance;Arranging the provision of finance for real estate purchase;Asset allocation;Asset and portfolio management;Asset evaluation [financial];Asset management;Asset management services;Assurance (Life -);Bank account and savings account services;Banking and financing services;Computerised financial advisory services;Computerised financial analysis;Computerised financial information services;Computerised financial services;Computerised information services relating to financial business;Computerised information services relating to insurance;Computerised information services relating to investments;Conducting of financial transactions;Consultancy (Financial -);Consultancy services relating to financial investment;Consultancy services relating to insurance;Consultancy services relating to investment;Consultancy services relating to personal finance;Consultation services relating to financial matters;Consultations [financial];Consultations [insurance];Consultations relating to banking;Consultations relating to investment;Consulting and information concerning insurance;Wealth management;Wealth management services;Valuation of portfolios of securities;Valuations (Financial -);Unit trust investment;Unit trust management;Unit trust services;Tax advice [not accounting];Tax planning [not accounting];Trust advice;Trust management;Trust services;Trustee advisory services;Trustee services;School fee planning services;School fees investment services;Raising of funds for financial purposes;Pension advisory services;Pension consultancy;Pension fund financial management;Pension fund investment management;Pension fund management;Pension fund services;Pension funds;Pension investment management;Pension management services;Pension plan services;Pension planning;Pension planning services;Pension scheme services;Pension services;Pensions consultancy;Personal equity plan investment;Personal equity plan management;Personal finance services;Personal financial planning;Personal financial planning advisory services;Personal financial planning services;Personal insurance relating to liability for repayment of loans;Personal insurance services;Planning (estate -) [financial];Planning of finances relating to taxation;Planning services relating to life assurance;Planning services relating to pensions;Portfolio investment management;Portfolio management;Portfolio management services (Investment -);Preparation and analysis of financial reports;Preparation of financial analyses;Preparation of financial analyses relating to securities;Preparation of financial analysis;Preparation of financial reports;Preparation of financial reports and analysis;Private health insurance;Property (real estate -) appraisal [financial];Property (Real estate -) finance;Property (Real estate -) insurance;Property (Real estate -) investment;Property (Real estate -) management;Providing advice relating to the arranging of mortgages;Providing financial information by means of a computer database;Providing financial information on-line;Providing financial information via a web site;Providing information in insurance matters;Providing information regarding the administration of trust accounts;Providing insurance information;Providing insurance premium quotations;Providing investment account information by telephone;Providing investors with financial information;Providing on-line investment account information;Providing securities market information;Providing stock market information;Providing stock/securities market information;Provision of financial advice;Provision of financial information;Provision of information relating to mortgages;Provision of insurance information;Provision of investment information;Provision of investment services;Provision of life assurance services;Management (Financial -);Management of financial assets;Management of investment funds;Management of investment portfolio;Management of investment portfolios;Management of investments;Management of listed securities;Management of pension funds;Management of shares;Management of stocks;Management of unit trusts;Management pensions schemes;Monetary affairs;Monitoring of financial portfolios;Monitoring of investment funds;Monitoring of pension funds;Mortgage advice;Mortgage brokerage;Mortgage brokerage services;Mortgage brokering;Mortgage broking;Mortgage broking services;Mortgage financing services;Mortgage insurance;Mortgage investment management;Mortgage lending;Mortgage lending and mortgage brokerage services;Mortgage (Lending on -);Mortgage loan services;Mortgage loans and financing services;Mortgage protection policies;Mortgage refinancing;Mortgage services;Mortgaging relating to property and land;Mutual fund brokerage;Mutual fund investment;Mutual fund services;Mutual funds (Administration of -);Lending against securities;Lending against security;Lending and loans services;Lending on mortgage;Lending on mortgages;Life assurance;Life assurance brokerage;Life assurance consultancy;Life assurance services;Life insurance;Life insurance brokerage;Loan advice;Income tax advice;Income tax advice [financial];Independent financial planning advice;Information (Financial -);Information (Insurance -);Information services relating to banking;Information services relating to finance;Information services relating to finance, provided on-line from a computer database or the Internet;Information services relating to insurance;Information services relating to securities;Information services relating to stocks;Insurance advice;Insurance advisory services;Insurance and financial information and consultancy services;Insurance (Arranging of -);Insurance arranging services;Insurance brokerage;Insurance brokerage consultancy and information;Insurance brokerage services;Insurance brokering;Insurance brokers (Services of -);Insurance broking;Insurance for businesses;Insurance for property owners;Insurance information;Insurance information and consultancy;Insurance services relating to life;Insurance services relating to pension funds;Insurance services relating to the loss of personal possessions;Insurance services relating to the theft of personal possessions;Investment account services;Investment advice;Investment advisory services;Investment analysis;Investment asset management;Investment banking consulting and advisory services;Investment brokerage;Investment management;Investment of capital (Services for -);Investment of funds;Investment of funds (Services for -);Investment of money (Services for -);Investment performance monitoring;Investment portfolio management services;Investment services;Investment services relating to transferable securities;Investment trust management;Investment trust services;Investment trusteeship;Investment trusteeship and advisory services;Investment trusteeship services;Handling of cheques;Handling of standing orders;Home insurance services;Household insurance services;Finance (Provision of -);Finance services;Financial administration of employee pension plans;Financial advice;Financial advice and consultancy services;Financial advice relating to employee share schemes;Financial advice relating to income tax;Financial advice relating to inheritance;Financial advice relating to investment;Financial advice relating to pensions;Financial advice relating to settlements;Financial advice relating to share option schemes;Financial advice relating to tax planning;Financial advice relating to taxation;Financial advice relating to trusts;Financial advice relating to wills;Financial advisory and consultancy services;Financial advisory and management services;Financial advisory services;Financial advisory services for companies;Financial advisory services for individuals;Financial advisory services provided for controllers;Financial advisory services relating to assets management;Financial advisory services relating to life assurance;Financial advisory services relating to retirement plans;Financial advisory services relating to securities;Financial advisory services relating to tax;Financial affairs;Financial affairs services;Financial analyses;Financial analyses (Preparation of -);Financial analysis;Financial analysis and consultancy;Financial analysis and consultation;Financial analysis and research services;Financial analysis services;Financial analysis services relating to investments;Financial and investment consultancy services;Financial and monetary services, and banking;Financial and monetary transaction services;Financial appraisal;Financial appraisal services;Financial appraisals;Financial appraisals and valuations;Financial appraisals in responding to requests for proposals [RFPs];Financial assessments;Financial asset management;Financial consultancy;Financial consultancy and advisory services;Financial consultancy and information services;Financial consultancy and insurance consultancy;Financial consultancy for lottery winners;Financial consultancy in relation to the buying and selling of businesses;Financial consultancy relating to loans;Financial consultancy services;Financial consultancy services relating to investments;Financial consultation;Financial consultation services;Financial consulting;Financial consulting and advisory services;Financial consulting services;Financial evaluation;Financial evaluation and analysis;Financial evaluations;Financial forecasting;Financial fund management;Financial information;Financial information and advisory services;Financial information and evaluations;Financial information, data, advice and consultancy services;Financial information management and analysis services;Financial information processing;Financial information provided by electronic means;Financial information provided by means of a computer database;Financial information retrieval services;Financial information services;Financial information services relating to financial stock markets;Financial information services relating to individuals;Financial intermediary services;Financial investment;Financial investment advisory services;Financial investment analysis and stock research;Financial investment brokerage;Financial investment fund services;Financial investment in the field of securities;Financial investment management services;Financial investment research services;Financial investment services;Financial investments;Financial lending;Financial lending against security;Financial lending for home improvement;Financial lending services for personal purposes;Financial management;Financial management advisory services;Financial management and planning;Financial management for businesses;Financial management of employee pension plans;Financial management of funds;Financial management of pensions;Financial management services;Financial planning;Financial planning and investment advisory services;Financial planning and management;Financial planning for retirement;Financial planning relating to school fees;Financial planning services;Financial planning services relating to taxation;Financial portfolio management;Financial reports (Preparation of -);Financial research;Financial research in the field of risk management;Financial research services;Financial risk management;Financial savings services;Financial services;Financial services in the field of money lending;Financial services in the nature of an investment security;Financial services relating to insurance;Financial services relating to investment;Financial services relating to mortgages;Financial services relating to pensions;Financial services relating to personal equity plans;Financial services relating to property;Financial services relating to real estate property;Financial services relating to real estate property and buildings;Financial services relating to savings;Financial services relating to securities;Financial services relating to stocks;Financial services relating to the acquisition of property;Financial services relating to wealth management;Financial valuation services;Financial valuations;Financing of investments;Fund investment consultation;Fund investment management;Fund investment services;Fund investments;Fund management;Estate trust planning;Capital (Raising of -);Cash management;Cash management services.