Impact Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management
Company

Impact Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management

Financial Services United Kingdom 90 employees
Employees
90
Contacts
3
Emails
3

Impact Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management Overview

Headquarters
United Kingdom
Phone Number
Available in AeroLeads
Website
impactwm.co.uk
Industry
Financial Services
Employees
90
Founded
2007
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Impact Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management

Impact Wealth Management Ltd - Taking care of your wealth, so it takes care of you. The company was established in 2007. Our mission is to be amongst the finest of financial advisers - the only financial advisers our clients will ever need to work with. We specialise in providing high quality personal advice on many aspects of wealth management including mortgages, protection, pension planning and investments, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. Some buy-to-let mortgages are not regulated by the Financial Conduct Authority. The Partner Practice 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. The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives

Impact Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

Impact Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Owen Gawith Dippfs, Lm Helping Health& Social Care Professionals and Business Owners to Protect and Enhance Their Wealth.
Email
Amy Goodson Helping Business Owners Grow and Preserve Their Wealth
Email
Saul Weitzman Chartered Financial Planner. Director of Weitzman & Johnson Wealth Planners Ltd, Partner Practice of St. James's Place Wealth Management
View
Elian Jones Chartered Financial Planner - I Help Professionals Acquire the Know-how to Manage Their Wealth
Email

Employees by Management Level

Individual contributor 4 profiles
Director 1 profile

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