Confido Wealth is a boutique financial advisory firm that offers tailored advice to suit our clients’ specific needs.
By combining our deep market knowledge with a personalised approach, we navigate the intricate world of finance to cultivate and protect our clients' wealth.
Our personal and holistic approach allows us to form collaborative long-term solutions with our clients, where we identify specific personal or business objectives, and strategize to build and execute tailor-made plans.
Our core services include both personal wealth management and business planning, tax efficiency, investment strategies, retirement preparation, intergenerational planning and protection.
Confido Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.
SJP Approved 12/02/2025
Company Details
- Employees
- 5
- Address
- 30 Lombard Street, London,england Ec3v 9bq,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth Management, Financial Planning, Retirement Planning, Financial Advice, Financial Clarity, Estate Planning.
- HQ
- London, England
Confido Wealth Questions
Confido Wealth's website is https://partnership.sjp.co.uk/partner/confidowealth
Confido Wealth's LinkedIn profile is https://uk.linkedin.com/company/confidowealthmanagement
Confido Wealth has
5 employees.
View email and phone details for 5
employees at Confido Wealth.
Confido Wealth's industry is
Financial Services
Confido Wealth's top competitors are
Ripple Wealth,
Pinnacle Wealth Management,
Us2u Consulting,
Rd Facilities Management,
Fortis Paraplanning,
Vital Financial Planning Ltd,
Enable Independent Financial Life Planners,
St. James’s Place,
Bradbys Wealth Management,
Foster Denovo.
Confido Wealth's categories are Financial Services
