Seven Wealth is a wealth management business based in Glasgow but covering the rest of Scotland and the UK.
The number 7 is an a important one for us but what’s more important is that our client’s understand their own numbers and have access to guidance, advice and support to help them make the most of their financial planning in the short, medium and longer term.
We want to build relationships with our clients that allow open communication and the ability to challenge each other to get the most from the relationship.
We work with families, professionals, business owners, those in professional sports and high net worth individuals.
We are very much a people business and we strive to support each individual as best as we can with service, clear communication and bespoke plans to support their financial goals and objectives.
We can help with: -
Protection planning
Investment planning
Retirement planning
Tax planning
We would love to hear from you if you have any specific requirements or are generally interested in learning more.
As an open minded and ambitious business ourselves, we are always happy to talk about collaboration with likeminded companies, brands and professional advisers.
Keep an eye out for ‘7 @ Sarti’ an informal, networking event designed to get people talking and adding value to each other. An early start with good energy, coffee and high performing people!
Seven Wealth Ltd 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 used to describe St. James's Place representatives.
SJP Approved 08/10/24
Company Details
- Employees
- 1
- Founded
- -
- Address
- 168 West George Street, Glasgow,scotland G2 2nr,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.seven-wealth.co.uk
- Keywords
- Wealth Management, Savings/Investment Planning, Retirement Planning, Tax Planning, Protection Planning, Planning for Business Owners, Planning for Sport Professionals.
- HQ
- Glasgow, Scotland
Seven Wealth Ltd Questions
Seven Wealth Ltd's website is http://www.seven-wealth.co.uk
Seven Wealth Ltd's LinkedIn profile is https://uk.linkedin.com/company/sevenwealth
Seven Wealth Ltd has
1 employees.
View email and phone details for 1
employees at Seven Wealth Ltd.
Seven Wealth Ltd's industry is
Financial Services
Seven Wealth Ltd's top competitors are
Mcelhone Financial Planning,
Orestone Wealth Management Ltd,
White House Capital Management Ltd,
Adapt Commercial Property,
Aria Group - Aria Luxury Properties,
Nusun Realty,
Flowtech-Enviro,
7wealth,
Clearsky Financial,
Rgz Developers.
Seven Wealth Ltd's categories are Financial Services
Seven Wealth Ltd's founding year is 2021
