4life Wealth Management
4Life Wealth Management was founded to offer a wider audience first class financial advice to meet their needs not only now but for generations to come. Here to help, whatever your needs may be. By establishing an elite team of financial advisers, from young trainees to highly qualified, experienced advisers, backed up by a well-trained, efficient administrative office, we ensure that our clients receive consistent, high quality advice helping them to achieve their financial goals. We work with our clients existing professional advisers and liaise with other specialists and experts, as required, to provide a cohesive wealth management solution. Our structured advice process is designed to help our clients make informed decisions and avoid costly errors. The overriding aim is to establish and maintain trusting and mutually beneficial relationships over the long-term. Our on-going service places our clients in a position so that they are able to respond positively to change and their financial plan is still tailored to deliver the outcome they expect. For the present; for the future; 4Life Wealth Management. 4 Life Wealth Management 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, more details of which are set out on the group's website
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Verified contacts
16
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
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no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- GN
Gary Nash
Operations Director · Operations
EmailPhone - JM
Julie McKenzie
Paraplanner · Finance & Accounting
EmailPhone - CB
Chris Brewis
Wealth Management Consultant · Finance & Accounting
EmailPhone - LN
Louise Newton
Wealth Management Consultant · Finance & Accounting
EmailPhone - RJ
Ryan Jagt
Wealth Management Consultant · Finance & Accounting
EmailPhone - FO
Freddie Oneill
Trainee Financial Adviser · Finance & Accounting
EmailPhone - JH
Jim Henderson
Financial Services Consultant · Finance & Accounting
EmailPhone - VH
Victoria Haynes
Senior Paraplanner · Finance & Accounting
EmailPhone - DM
Dianne Murray
Practice Administrator - 4life Wealth Management · Other
EmailPhone
Showing 9 of 16 verified contacts
Top roles at 4life Wealth Management
9 distinct titles indexed · top 9 shown.
- 5wealth management consultant
- 3paraplanner
- 1financial planner
- 1financial planning admin
- 1financial services consultant
- 1operations director
- 1practice administrator - 4life wealth management
- 1senior paraplanner
- 1trainee financial adviser
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