Amalia Wealth

Amalia Wealth

Financial Services Madrid, Es 3 employees
Employees
3
Contacts
2
Emails
2

Amalia Wealth Overview

Headquarters
Madrid, Es
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
3
Founded
2009
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Amalia Wealth

Amalia Wealth provides financial planning services. We can help you understand how to make the most of your current financial situation, how to set priorities, and how to plan for future needs. If required, we will then help you choose the best products to meet your individual needs; as an independent broker we have access to thousands of products from the world's leading financial companies. We usually help you meet medium and longer term goals. Therefore once you become a client we will meet on a regular basis to ensure that you feel in touch with, and in control of your wealth. We will also give you informed constructive advice about making your money grow. We have particular expertise in dealing with international clients, whose finances may be split between countries with different currencies and fiscal rules, and can access many products designed to meet the specialised needs of these clients We can help with; Retirement Planning Education Funding Investing for Growth Estate Planning Our clients have varying degrees of financial sophistication, and we are comfortable dealing with anyone - from financial novices to investment professionals. Our business is built around the core principals of honesty, integrity and providing clients with clear, straightforward advice of the highest standards. We ensure that our meetings are conducted in a friendly, informative and unpressurised manner, and that you always get the time and space to make considered decisions.

Amalia Wealth Contact Details

People in AeroLeads
2
With contact data
2
Email contacts
2
100.0% coverage

Amalia Wealth Org Chart

Sample employees and titles
Name Title Contact
Richard Greenland Financial Advisor / Managing Director at Amalia Wealth
Email
Samantha Lee-Hobson Financial Coordinator at Amalia Wealth
Email

Employees by Management Level

Individual contributor 3 profiles
Director 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0
Executive 1 1 0
Finance 1 1 0

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