Twelve Wealth Management
Financial Services
London, City of, United Kingdom
20 employees
- Employees
- 20
- Contacts
- 2
- Emails
- 2
Twelve Wealth Management Overview
- Headquarters
- London, City of, United Kingdom
- Website
- twelvewm.co.uk
- Industry
- Financial Services
- Employees
- 20
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Twelve Wealth Management
At Twelve Wealth Management, our primary focus is our clients. We look to establish strong, long lasting relationships with individuals/businesses based on trust and honesty. We do our upmost to ensure that clients meet their financial goals and aspirations in a tax efficient manner. The value of an investment with St James's Place may fall as well as rise. You may get back less than you invested. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Your home may be repossessed if you do not keep up with repayments on your mortgage. Twelve Wealth Management 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) for the purpose of advising solely on the group's wealth management products and services. SJP APPROVED 31/01/2025
Twelve Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Twelve Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Liam Wright | Financial Advisor, Twelve Wealth |
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|
|
| Marc Norris | Senior Partner ► Helping Individuals | Greater London, England, United Kingdom |
Email
|
| Sam Fordred | Financial Adviser at Twelve Wealth | London, England, United Kingdom |
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|
| Michael Roche | Business Adviser and Investor | Greater London, England, United Kingdom |
Email
|
Employees by Management Level
Individual contributor
5 profiles
Senior / Lead
2 profiles
VP / Head
1 profile
Associate / junior
1 profile
Intern / trainee
1 profile
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