Severn Financial
Financial Services
Rickmansworth, Hertfordshire, United Kingdom
6 employees
- Employees
- 6
Severn Financial Overview
- Headquarters
- Rickmansworth, Hertfordshire, United Kingdom
- Website
- www.severn.financial
- Industry
- Financial Services
- Employees
- 6
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Severn Financial
Serving Clients Across West Wales to London At Severn Financial, we are proud to offer comprehensive financial advice across a wide geographic area, extending from the picturesque landscapes of West Wales along the M4 Corridor to the dynamic cityscape of London. Our dedicated team provides personalised solutions from our strategic hubs in Swansea, Cardiff, and Rickmansworth. Whether you are planning for retirement amidst the natural beauty of the Gower Peninsula or managing investments in London, we specialise in: Wealth Management: Tailored strategies to grow and protect your wealth. Retirement Planning: Bespoke plans to secure your future. Investment Advice: Expert insights to optimise your portfolio. Estate Planning: Strategies to preserve your assets for future generations. Insurance Solutions: Comprehensive coverage to protect your family and assets. Mortgage Advice: Guidance on mortgage options to help achieve your property goals. Regional Expertise, Nationwide Reach With established hubs in Swansea and Cardiff, Severn Financial combines deep regional expertise with a nationwide reach. Our advisers understand the unique opportunities and challenges presented by each area, enabling us to provide tailored financial advice that meets your specific needs. Whether you seek advice in Swansea, Cardiff, London, or anywhere in between, we are here to help you achieve your financial goals. Get in Touch To learn more about our services or to schedule a consultation at our Swansea or Cardiff hubs, please contact us or email us at. We look forward to partnering with you on your financial journey.
Severn Financial Contact Details
- People in AeroLeads
- 3
Severn Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Ed Price | Certified Financial Planner & Associate Director - Dipfa, Cemap - Helping Clients Achieve Financial Security & Wealth Growth |
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| Paul Storer Dipfa | Certified Financial Planner & Director of Severn Financial - Dipfa, Cemap - Helping Clients Achieve Financial Security. | Cardiff, Wales, United Kingdom |
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| Helen Price | Client Engagement Officer |
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Employees by Management Level
Director
2 profiles
Individual contributor
1 profile
Severn Financial Tech Stack
Security
2 profiles
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