Periscope Wealth Ltd
Company Management

Periscope Wealth Ltd

Financial Services Altrincham, Trafford, United Kingdom 2 employees
Employees
2
Contacts
1
Emails
1
Phones
1

Periscope Wealth Ltd Overview

Headquarters
Altrincham, Trafford, United Kingdom
Industry
Financial Services
Employees
2
Founded
2016
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Periscope Wealth Ltd

OUR PHILOSOPHY IS SIMPLE. We believe that everyone should have access to the clear, straight forward financial advice they need to achieve their goals and plan for the future. We’re a fully regulated practice based in South Manchester offering whole of the market access. What this means is that we are able to offer objective advice that’s most aligned with our clients’ goals, rather than having to pick the best fit from a limited range of financial products. We work alongside our clients to identify priorities and set clear objectives, so they can make informed choices that help them protect and grow their wealth. To do this, we take a holistic approach. Rather than focusing on a single area, our advisers look at the whole picture. From pensions, to ISAs, Wills, Insurance and tax efficiency; we leave no stone unturned when it comes to helping our clients achieve their goals.

Periscope Wealth Ltd Contact Details

People in AeroLeads
2
With contact data
1
Email contacts
1
50.0% coverage
Phone contacts
1
50.0% coverage

Periscope Wealth Ltd Org Chart

Sample employees and titles
Name Title Contact
Matthew Griffiths Empowering Ifa's to Maximise Their Potential by Unlocking Book Sales Opportunities 📈 Recovering Mis-sold Investments for Clients 💼 Brand Protection
Email Phone
Martin Cusworth Operations Manager Ifa-support (Ifa Sales and Partial Sales of Client Books, Pension and Investment Claims, Business Energy Claims)
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Department Contact Coverage

Department Contacts Email Phone
Sales 1 1 1

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