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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Verified contacts
13
available on Kipplo
LinkedIn employees
14
1 to 10 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
13 contacts with verified email or phone · masked until revealed.
- SR
Sarah Revell
Director of Operations · Operations
EmailPhone - AV
Adrian van Aswegen
Financial Planner · Finance & Accounting
EmailPhone - LM
Laura Major
Chartered Financial Planner · Finance & Accounting
EmailPhone - AC
Alastair Cameron-Dick Badipfa
Financial Advisor · Finance & Accounting
EmailPhone - EC
Emmanuel Chuku
Paraplanner · Finance & Accounting
EmailPhone - FA
Fran Afonso Cert
Senior Mortgage & Equity Release Specialist · Finance & Accounting
EmailPhone - IK
Ian Knipe
Client Services Executive · Customer/Client Service
EmailPhone - MW
Michele Wooldridge
Client Services Executive · Customer/Client Service
EmailPhone - MR
Mo Redmond
Client Services Executive · Customer/Client Service
EmailPhone
Showing 9 of 13 verified contacts
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
Sign up to unlock all 13 contacts at Athena Wealth Planning Ltd
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