First Sentinel Wealth
Company

First Sentinel Wealth

Financial Services London, City of, United Kingdom 9 employees
Employees
9
Contacts
1
Emails
1

First Sentinel Wealth Overview

Headquarters
London, City of, United Kingdom
Industry
Financial Services
Employees
9
Founded
2022
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About First Sentinel Wealth

First Sentinel Wealth offers personalised independent financial advice. We develop long term relationships with our clients and our mission is to provide you and your family with high quality advice for life, enhancing your relationship with money. We prioritise communication with our clients and are here to break down the complexities of finance and help your money grow in the most tax-efficient way. Our team are personable, precise and always available. We pride ourselves on sourcing investment opportunities across a wide range of products; in today’s fast-changing world, long-term value is achieved through continuous innovation. First Sentinel Wealth offers a wide range of services including: - Retirement planning - Investment management - Bespoke portfolio structuring - Tax efficient investing - Cash flow modelling - Family planning - Cross border and expat financial advice To find out how we can help you, please visit our website or contact us via LinkedIn.

First Sentinel Wealth Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

First Sentinel Wealth Org Chart

Sample employees and titles
Name Title Contact
Paolo Sidoli Consultant
Email
Jonathan Hives B.a.(hons), Efa, Dippfs I Provide Independent Financial Advice to Hnw Private Clients, Family Estates and Us Connected Clients in the Uk.
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Jack Ballard Independent Financial Adviser - Us Connected Specialist - Us Citizens, Now Uk Residents
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Toby Band - Financial Adviser, Pts, Dippfs, Efa Citywire Top 35 Adviser Under 35. I Make Financial Planning Exciting.
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Employees by Management Level

Individual contributor 4 profiles

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