Qi Financial Solutions Ltd
Financial Services
Croydon, United Kingdom
10 employees
- Employees
- 10
- Contacts
- 3
- Emails
- 3
Qi Financial Solutions Ltd Overview
- Headquarters
- Croydon, United Kingdom
- Phone Number
- Available in AeroLeads
- Website
- qifinancialsolutions.co.uk
- Industry
- Financial Services
- Employees
- 10
- Founded
- 1992
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Qi Financial Solutions Ltd
We offer bespoke advice to Private Clients. We offer independent advice relating to wealth management, wealth preservation, investment planning, tax planning, guaranteed investments and estate planning. We have particular expertise in retirement planning/retirement income options family wealth transfer inheritance tax planning. We offer specialist advice to SME's, including support with Company Investments, Business Protection, Corporate Pensions, Auto Enrolment, Group SIPP/SSAS, GPP and a range of staff benefits. We have offices in Croydon, Surrey and the City of London. We deal with clients from a range of backgrounds including Limited companies and the Self employed. Qi Financial Solutions are based in Surrey but also work in London, Sussex & Kent.
Qi Financial Solutions Ltd Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
Qi Financial Solutions Ltd Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Tracy Sansom | Financial Services Professional | Bude, England, United Kingdom |
Email
|
| David Ellener | Paraplanner and Research Analyst at Qi Financial Solutions Ltd | South Croydon, England, United Kingdom |
Email
|
| Wendy Povey | Mortgage, Protection & Equity Release Adviser at Qi Financial Solutions Ltd |
View
|
|
| Paul Annys | Managing Director at Qi Financial Solutions | South Croydon, England, United Kingdom |
Email
|
Employees by Management Level
Individual contributor
4 profiles
Director
2 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 3 | 3 | 0 |
| Executive | 1 | 1 | 0 |
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