Affluent Financial Planning Ltd
Multi award winning Independent Financial Adviser practice specialising in Financial Planning & Wealth Management for affluent private investors with of investable assets (investments and/or pension funds) or with pa family income. Our clients value our experience, skills and knowledge and transparent approach. We offer a comprehensive financial planning service for those seeking a long term adviser relationship and a highly personal approach to managing their finances.
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Verified contacts
7
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- DW
Darren Watson
Chartered Financial Planner · Finance & Accounting
EmailPhone - KS
Kitty Stirling
Practice Manager · Operations
EmailPhone - GB
Gordon Bruce
Trainee Paraplanner · Finance & Accounting
EmailPhone - CM
Carl Melvin
Managing Director · General Business & Management
EmailPhone - MC
Michelle Caffrey
Legal Services Administrator · Other
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Affluent Financial Planning Ltd
6 distinct titles indexed · top 6 shown.
- 2chartered financial planner
- 1client services manager
- 1legal services administrator
- 1managing director
- 1practice manager
- 1trainee paraplanner
Sign up to unlock all 7 contacts at Affluent Financial Planning Ltd
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 7 verified contacts at Affluent Financial Planning Ltd
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