Affluent Financial Planning Ltd
Financial Services
Street, Somerset, United Kingdom
6 employees
- Employees
- 6
Affluent Financial Planning Ltd Overview
- Headquarters
- Street, Somerset, United Kingdom
- Phone Number
- Available in AeroLeads
- Website
- affluentfp.co.uk
- Industry
- Financial Services
- Employees
- 6
- Founded
- 1995
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Affluent Financial Planning Ltd
Multi award winning Independent Financial Adviser practice specialising in Financial Planning & Wealth Management for affluent private investors with £250,000 of investable assets (investments and/or pension funds) or with £100,000 pa family income. Our clients value our experience, skills and knowledge and transparent approach. We offer a comprehensive financial planning service for those seeking a long term adviser relationship and a highly personal approach to managing their finances.
Affluent Financial Planning Ltd Contact Details
- People in AeroLeads
- 4
Affluent Financial Planning Ltd Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Gordon Bruce | Paraplanner/ Trainee Financial Planner | Culbokie, Scotland, United Kingdom |
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|
| Carl Melvin | Managing Director at Affluent Financial | Bridge of Weir, Scotland, United Kingdom |
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|
| Jill Carrick | Greenock, Scotland, United Kingdom |
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|
|
| Darren Watson | Chartered Financial Planner. Fpfs | Glasgow, Scotland, United Kingdom |
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|
Employees by Management Level
Individual contributor
2 profiles
Director
1 profile
Manager
1 profile
Intern / trainee
1 profile
Affluent Financial Planning Ltd Tech Stack
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