Affluent Financial Planning Ltd

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
Industry
Financial Services
Employees
6
Founded
1995
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Gordon Bruce Paraplanner/ Trainee Financial Planner
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Carl Melvin Managing Director at Affluent Financial
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Jill Carrick
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Darren Watson Chartered Financial Planner. Fpfs
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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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