Kubera Wealth Ltd
Financial Services
Gerrards Cross, Buckinghamshire, United Kingdom
10 employees
- Employees
- 10
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Kubera Wealth Ltd Overview
- Headquarters
- Gerrards Cross, Buckinghamshire, United Kingdom
- Website
- kuberawealth.co.uk
- Industry
- Financial Services
- Employees
- 10
- Founded
- 2010
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Kubera Wealth Ltd
We are a specialist financial advisory firm, committed to providing independent financial advice and life planning solutions to a select number of private clients and families. From our offices in Gerrards Cross, we deliver an informed, personal and professional service to clients based in the UK and abroad. Using our WiseWealth process, we help you to define your goals and ambitions, even your fears. We then create a financial plan to set you on your path toward achieving what truly matters to you. Strategic partnerships with members of the legal, accountancy, private banking and investment management professions afford us access to a broad spectrum of solutions, so we can seamlessly coordinate all areas of your affairs. At Kubera Wealth we put you in the picture. You are at the centre of your plan and our focus is on building long-term, collaborative relationships to meet your needs both now and in the future.
Kubera Wealth Ltd Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Kubera Wealth Ltd Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Claire Hobbs | Client Services Manager - Mental Health |
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|
|
| Stuart Poonawala - Lifestyle Financial Planner | Lifestyle Financial Planner and Multi | London, England, United Kingdom |
Email
Phone
|
| Kelly Kular | London, England, United Kingdom |
Email
|
|
| Graeme Cowie | Director and Senior Strategic Planner | United Kingdom |
Email
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Associate / junior
2 profiles
Director
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 1 |
| Executive | 1 | 1 | 1 |
| Sales | 1 | 1 | 0 |
| IT | 1 | 1 | 0 |
Kubera Wealth Ltd Tech Stack
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