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VerifiedFinancial Services· Founded 2014

Athena Wealth Planning Ltd

Established in 2014, Athena Wealth Planning is here to provide clear, independent financial planning and advice tailored to your individual and business needs. Athena truly puts your interests first and holds our, and your, core values at heart. We are proud to be Chartered Financial Planners and to offer whole of market investment advice and strategies. We are proud to offer a very personal service. Our greatest wish Is for you to know that you have plans in place to make sure you have enough money to live the life you want. This doesn’t come from owning a financial product or a series of financial products … it comes from having a clear understanding of financial goals and a clear plan to achieve them. And … it comes from us having a clear understanding of your priorities in life. Not everyone needs a very large amount of money to keep them fulfilled. They do need to know what they have is well looked after. That’s why we are here for you, here for business, here for life

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HeadquartersSevenoaks, United KingdomEmployees14(1 to 10)Founded year2014Websiteathenawealthplanning.co.ukLinkedIn profileLinkedIn

Verified contacts

13

available on Kipplo

LinkedIn employees

14

1 to 10 range

Open roles

no listings

Distinct roles

9

indexed titles

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0

tools in use

Monthly traffic

organic / mo

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Top roles at Athena Wealth Planning Ltd

9 distinct titles indexed · top 9 shown.

  • 3client services executive
  • 2financial planner
  • 1bassel
  • 1chartered financial planner
  • 1deejey
  • 1director of operations
  • 1financial advisor
  • 1paraplanner
  • 1senior mortgage & equity release specialist

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