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
- Website
- firstsentinelwealth.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2022
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Paolo Sidoli | Consultant | Parma, Emilia-romagna, Italy |
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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|
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| Jack Ballard | Independent Financial Adviser - Us Connected Specialist - Us Citizens, Now Uk Residents | London, England, United Kingdom |
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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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