Welcome to The Wealth Manager. Based in Roydon, Essex, on the Hertfordshire border helping local people and business owners in the surrounding areas plan for a successful future.
The Wealth Manager has a very clear vision of what financial planning should look like. Our business is built on the belief that the key to future success is through establishing long term mutually beneficial relationships with our clients, whether individuals, employers, organisations or empathy groups.
This is achieved by developing strong mutual trust and respect through professional, ethical and friendly approach.
Our Aim is quite simply to enhance the wealth of our clients through the innovative use of our expertise, working with people in an open, honest and professional manner.
''Advise from people you can trust''
We offer a comprehensive financial planning service for all your Pension, Investment, Protection and Mortgage needs. We will guide you through every aspect of the financial advice and planning for the future, helping you set goals and ambitions.
Our Advisers typically create a tailored investment strategy and plan for our clients to help them manage their assets. This is just the beginning of our financial adviser's journey with our clients, we will review client plans regularly to ensure that were keeping on track and fulfil any future needs and getting our clients the result, they want.
Financial Planning Certificate (FPC)
Diploma for Financial Advisers (DipFA)
Society of Estate Planners Certified (StepCert)
Certificate in Mortgage Active & Practice (CeMAP)
Certificate in Regulated Equity release (CeRER)
Countrywide Tax & Trust Trained
Company Details
- Founded
- -
- Address
- Lynfield House, Harlow Road,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- ifahomecounties.co.uk
- Keywords
- General Financial advice, Pension Advice, Retirement Income Advice, Pension and Retirement Advice, Insurance and Protection, Financial Advice for Business, Mortgage Broker, Investments, Will Writing and Trust Planning.
- HQ
- Roydon, Essex
- Competitors
- Sense Network, Afro Asian Insurance Services Ltd, Access Insurance Services, First Security Financial Wealth Manager, Inc., WIS Mortgages and Insurance Services, Julian Harris Adviser Networks, ⚜️ Elite CPA Course for Professionals⚜️, Certus, Vision Independent Financial Planning Ltd, ACTHIF.
The Wealth Manager - Julian Harris Financial Consultants Questions
The Wealth Manager - Julian Harris Financial Consultants's website is ifahomecounties.co.uk
The Wealth Manager - Julian Harris Financial Consultants's LinkedIn profile is https://uk.linkedin.com/company/the-wealth-manager
The Wealth Manager - Julian Harris Financial Consultants's industry is
Financial Services
The Wealth Manager - Julian Harris Financial Consultants's top competitors are
Sense Network,
Afro Asian Insurance Services Ltd,
Access Insurance Services,
First Security Financial Wealth Manager, Inc.,
Wis Mortgages And Insurance Services,
Julian Harris Adviser Networks,
⚜️ Elite Cpa Course For Professionals⚜️,
Certus,
Vision Independent Financial Planning Ltd,
Acthif.
The Wealth Manager - Julian Harris Financial Consultants's categories are Financial Services
The Wealth Manager - Julian Harris Financial Consultants's founding year is 2008
