Based in Stoke-On-Trent, we help clients plan for a secure future for their family, business and themselves.
Particularly, we focus on:
▪️ Wealth Management
▪️ Inheritance Tax Planning
▪️ Investment
▪️ Care Fees Planning
▪️ Cash Flow Modelling
▪️ Pensions
Our Practice Principle, Fred Millward has over 30 years experience, and has established a successful career within the financial sector.
Fred achieved Diploma status with the Chartered Insurance Institute (CII) is a member of the Personal Finance Society (PFS) and the Society of Later Life Advisers (SOLLA)
We are keen to develop and maintain relationships with:
✔️ Company Directors
✔️ Their Family and Friends
✔️ NHS Professionals
Our company philosophy focuses on expanding and sustaining strong and trusted relationships with our clients. We design a wealth management service to suit each individuals needs.
From behalf of us all at Quantum Private Clients we look forward to a valuable relationship in the future.
The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.
Quantum Private Clients 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 ‘ St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms to describe St. James’s Place representatives.
Company Details
- Employees
- 5
- Founded
- -
- Address
- Genesis Centre, North Staffordshire Business Park, Stoke-On-Trent,staffordshire St6 4bf,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- quantumprivateclients.co.uk
- Keywords
- Wealth Management, Wealth Protection, Inheritance Tax Planning, Investment Planning, Retirement Planning, Business Investment and Protection, Financial Life Planning.
- HQ
- Stoke-on-Trent, Staffordshire
- Competitors
- Quantum Private Clients.
Quantum Private Clients Questions
Quantum Private Clients's website is quantumprivateclients.co.uk
Quantum Private Clients's LinkedIn profile is https://uk.linkedin.com/company/quantum-private-clients
Quantum Private Clients has
5 employees.
View email and phone details for 5
employees at Quantum Private Clients.
Quantum Private Clients's industry is
Financial Services
Quantum Private Clients's top competitors are
Quantum Private Clients.
Quantum Private Clients's categories are Financial Services
Quantum Private Clients's founding year is 2000
