Compass Wealth Management Consultants Ltd
Compass Wealth Management consultants is one of the South's leading Financial Advisers and Investment Managers From a modest beginning in 2001 Compass has become one of the most successful Wealth Managers in the South advising clients with invested assets in excess of £700 million under administration. Compass is uniquely positioned to provide solutions to meet all the financial planning and wealth management requirements of individuals and businesses alike. Through our regional offices, and using the latest technology, we accommodate the differing needs of clients by offering face-to-face financial planning and wealth management. Compass is an organisation whose purpose is to help Private and Corporate clients understand, create, protect, and increase their assets. Like us on Follow us on https://twitter.com/compasswealth Visit us @
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Verified contacts
33
available on Kipplo
LinkedIn employees
36
51 to 200 range
Open roles
—
no listings
Distinct roles
24
indexed titles
Tech stack
1
tools in use
Monthly traffic
4
organic / mo
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Decision-makers and verified team members
33 contacts with verified email or phone · masked until revealed.
- SS
Susan Swan
Head of Group Operations · Operations
EmailPhone - LH
Lea Harrison
Compliance Officer · Finance & Accounting
EmailPhone - RG
Rainer G. Obermann
Partner Marketing Manager · Advertising & Marketing
EmailPhone - AT
Alan Tyley
Mortgage and Protection Consultant · Sales & Business Development
EmailPhone
Showing 4 of 33 verified contacts
Top roles at Compass Wealth Management Consultants Ltd
24 distinct titles indexed · top 10 shown.
- 4financial advisor
- 3independent financial advisor
- 2administrator
- 2independent financial consultant
- 2paraplanner
- 1administrative assistant
- 1benefits consultant
- 1chartered financial adviser
- 1compliance officer
- 1customer care officer
- +14more titles
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