Circle Wealth Partners
At Circle Wealth Partners, we understand that wealth is not just a number; it's a reflection of your aspirations, hard work and dreams for the future. Discover a bespoke approach that goes beyond numbers. We believe in building lasting partnerships based on trust, transparency, and a commitment to your financial wellbeing. Circle your way to financial success Circle Wealth Partners Ltd 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). The title 'Partner Practice' is a marketing term used to describe St.James's Place representatives.
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Verified contacts
11
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- JB
Jessie Birch
Operations Manager · Operations
EmailPhone - NH
Nigel Harwood
Performance Director · Sales & Business Development
EmailPhone - JM
Jamie McConnachie
Financial Planner · Finance & Accounting
EmailPhone - PG
Petra Gulyassy
Operations Assistant · Operations
EmailPhone - KS
Kevin Shaw Chartered Financial Planner
CEO and Chartered Financial Planner · Other
EmailPhone
Showing 5 of 11 verified contacts
Top roles at Circle Wealth Partners
10 distinct titles indexed · top 10 shown.
- 1ceo and chartered financial planner
- 1chartered financial planner
- 1director and financial planner
- 1financial planner
- 1operations assistant
- 1operations manager
- 1paraplanner
- 1performance director
- 1senior paraplanner
- 1st james s place wealth management
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