Athena Wealth Planning Ltd

Athena Wealth Planning Ltd

Financial Services Lane, United Kingdom 15 employees
Employees
15
Contacts
1
Emails
1

Athena Wealth Planning Ltd Overview

Headquarters
Lane, United Kingdom
Industry
Financial Services
Employees
15
Founded
2014
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Athena Wealth Planning Ltd

Established in 2014, Athena Wealth Planning is here to provide clear, independent financial planning and advice tailored to your individual and business needs. Athena truly puts your interests first and holds our, and your, core values at heart. We are proud to be Chartered Financial Planners and to offer whole of market investment advice and strategies. We are proud to offer a very personal service. Our greatest wish Is for you to know that you have plans in place to make sure you have enough money to live the life you want. This doesn’t come from owning a financial product or a series of financial products … it comes from having a clear understanding of financial goals and a clear plan to achieve them. And … it comes from us having a clear understanding of your priorities in life. Not everyone needs a very large amount of money to keep them fulfilled. They do need to know what they have is well looked after. That’s why we are here for you, here for business, here for life

Athena Wealth Planning Ltd Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage

Athena Wealth Planning Ltd Org Chart

Sample employees and titles
Name Title Contact
Linda Van Meurs
Email
Michele Wooldridge Ifa Administrator
View
Laura Major Fpfs Chartered Financial Planner
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Employees by Management Level

Individual contributor 9 profiles

Department Contact Coverage

Department Contacts Email Phone
Sales 2 2 0
Finance 1 1 0

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