Five Wealth Ltd

United Kingdom · 24 Employees
Five Wealth Ltd is a fully independent wealth management and financial planning business based in central Manchester. The company is 100% owned by its five founding directors and senior staff who between them have over 100 years of experience. Our focus is on investment led financial planning, what this means is that we place equal importance on the investments as the financial planning. We place a great deal of importance on knowing and understanding our client's goals and aspirations. We then try to help them structure their savings and investments to achieve these goals but also be flexible to inevitable changes in plans and objectives. We are extremely proud of our company and our clients, many of whom have been with us for many years and some even inter-generational. Our relationships are based on trust and respect, understanding and experience with a focus on looking after people for the long term.

概述

国家 United Kingdom
成立时间 2016
总部 21-23 quay street, manchester, greater manchester, united kingdom
电话号码 +44 0 161 521 0800
网站 http://www.fivewealth.co.uk
LinkedIn http://www.linkedin.com/company/five-wealth-ltd
Twitter
Facebook
员工数 24
行业 financial services,
简介 Five Wealth Ltd is a fully independent wealth management and financial planning business based in central Manchester. The company is 100% owned by its five founding directors and senior staff who between them have over 100 years of experience. Our focus is on investment led financial planning, what this means is that we place equal importance on the investments as the financial planning. We place a great deal of importance on knowing and understanding our client's goals and aspirations. We then try to help them structure their savings and investments to achieve these goals but also be flexible to inevitable changes in plans and objectives. We are extremely proud of our company and our clients, many of whom have been with us for many years and some even inter-generational. Our relationships are based on trust and respect, understanding and experience with a focus on looking after people for the long term.

技术

Microsoft Office 365

Other

Outlook

Email Providers

SAP

Customer Relationship Management

常见问题

Five Wealth Ltd 在哪里?

Five Wealth Ltd 的总部位于 21-23 quay street, manchester, greater manchester, united kingdom

Five Wealth Ltd 的电话号码是多少?

Five Wealth Ltd 的电话号码是 +44 0 161 521 0800

Five Wealth Ltd 的官方网站是什么?

Five Wealth Ltd 的公司官方网站是 http://www.fivewealth.co.uk

Five Wealth Ltd 是做什么的?

Five Wealth Ltd 的业务有哪些?

investments,financial planning,retirement planning,pensions,estate,inheritance tax planning,protection,business owners

Five Wealth Ltd 的年收入是多少?

Five Wealth Ltd 的收入是 0美元

Five Wealth Ltd 有多少员工?

Five Wealth Ltd 有 24 名员工

Five Wealth Ltd 属于哪个行业?

Five Wealth Ltd 从事以下行业: financial services

Five Wealth Ltd 使用什么技术?

Five Wealth Ltd 使用的一些流行技术包括: Microsoft Office 365,Outlook,SAP

如何联系 Five Wealth Ltd?

Five Wealth Ltd 联系信息: 电话号码:+44 0 161 521 0800， 网站:http://www.fivewealth.co.uk， 邮箱：jon***@***.***.uk

Five Wealth Ltd 的社交媒体链接是什么?

Five Wealth Ltd 领英：http://www.linkedin.com/company/five-wealth-ltd,fackbook：,twitte:

Five Wealth Ltd 是一家上市公司吗?

不是

Five Wealth Ltd 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Five Wealth Ltd?

Five Wealth Ltd 有 0 家投资者,包括 。

管理层

Jonathan Partington

Finance Director

Richard Gosling

Associate Director and Chartered Financial Planner

Phill Dewhurst

Chairman, Founder & Co-owner

Jordan Wheatley

Financial Planning Manager

Chris Little

Director & Co-owner

员工

Stacey Woodman

Administrator

Susan Nelder

Chartered Financial Planner

Nicola McGuire

IFA Administrator

Claire Newman

Financial Planning Assistant

Christine O'Connor

Financial Planning Assistant

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