Invictus Wealth Consultants Limited
Company

Invictus Wealth Consultants Limited

Financial Services Centre, United Kingdom 16 employees
Employees
16

Invictus Wealth Consultants Limited Overview

Headquarters
Centre, United Kingdom
Industry
Financial Services
Employees
16
Founded
2016
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Invictus Wealth Consultants Limited

Invictus Wealth Consultants was founded as a Partner Practice of St. James’s Place Wealth Management to give financial advice to clients looking to help grow, protect or better manage their money. Our aim at the start, as it is now, is to offer a personal and bespoke service to our clients regardless of investment value – to help them plan for their best future. Our services include: Investment Planning Retirement Planning Inheritance Tax & Estate Planning Protecting You and Your Family Corporate Services (e.g. Directors' pensions, Employee benefits) Investment Planning We get to know our clients, understand their current finances and future needs and look to enhance their wealth in the best ways possible. Most new clients are referred to us by an existing client – something we are very proud of and confirms that our personal service is welcomed by those who choose to trust us with their finances. Our service is seamless and professional, and advice is offered by our qualified and hand-picked staff, chosen for their strong ethical values, personable nature and proven track record in the industry. Each client is individual, so we take the time to offer a range of options which best suit their own unique needs and circumstances – no two clients are the same. We build long-term relationships with our clients, supporting them to manage their investments over many years and steering them through both personal and economic financial changes. If you would like to start your journey with us please book a no-obligation financial review with us. The value of your investments can go down as well as up. You could get back less than you invested. Invictus Wealth Consultants Ltd 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). The title `Partner Practice' is the marketing term used to describe St. James's Place representatives. SJP Approved 21/03/2025

Invictus Wealth Consultants Limited Contact Details

People in AeroLeads
4

Invictus Wealth Consultants Limited Org Chart

Sample employees and titles
Name Title Contact
Cassie Shaw Ba(hons) Fpfs, Step Affiliate Member Chartered Financial Planner and Fellow
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Laila Marafie Head of Client Support to Advising
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Sarah Howard Servicing and Communications Executive
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Tom Rowlingson Financial Adviser at Invictus Wealth
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Employees by Management Level

Individual contributor 3 profiles
VP / Head 1 profile

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