Principle Wealth Solutions Ltd provides advice and planning services for people who want to make the most of their finances.
Principle Wealth Solutions was founded in Spring 2013 by a group of highly qualified professionals who collectively have over 150 years of experience in financial services. The Directors of the business Ian Warburton and Leigh Kenny, who were previously Senior Managers in a Wealth Management organisation, were keen to ensure face to face financial advice was available for those that need it following the removal of this advice service by a large number of High Street Banks.
Principle Wealth Solutions Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning are one of the largest distributors of financial advice in the UK and using the latest technology can provide an extensive range of wealth management, retirement, protection, mortgage and investment services.
A principle is a rule that has to be followed and for us that means meeting our clients financial needs with the right solutions and highest possible service.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of pension and investments can fall as well as rise. You may get back less than you invested.
The Financial Conduct Authority do not regulate Auto Enrolment & Inheritance Tax Planning.
Company Details
- Employees
- 13
- Founded
- -
- Address
- 8 North Walls, Stafford,staffordshire St16 3ad,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- principlewealthsolutions.co.uk
- Keywords
- Investments, Pensions, Insurance, Protection, Mortgages, Inheritance Tax, Auto Enrolment, Financial Advice, Retirement Planning.
- HQ
- STAFFORD, STAFFORDSHIRE
Principle Wealth Solutions Limited Questions
Principle Wealth Solutions Limited's website is principlewealthsolutions.co.uk
Principle Wealth Solutions Limited's LinkedIn profile is https://uk.linkedin.com/company/principle-wealth-solutions-limited
Principle Wealth Solutions Limited has
13 employees.
View email and phone details for 13
employees at Principle Wealth Solutions Limited.
Principle Wealth Solutions Limited's industry is
Financial Services
Principle Wealth Solutions Limited's top competitors are
Homes Partnership,
Concept Financial Services,
Paladin,
Four Oaks Financial Services,
Ai Advantage Consulting,
Campbell & Fletcher Recruitment,
Wealth Management Coaching,
Nm Money,
Mortgage Advice Bureau Foundation,
Altus Education Partnership.
Principle Wealth Solutions Limited's categories are Financial Services
Principle Wealth Solutions Limited's founding year is 2013
