Concentric Group
The Concentric Group provides investment consultancy, treasury consultancy and private client wealth services. Concentric delivers high-calibre investment solutions using refined financial planning techniques to charities, employer pension schemes, trustees and private clients, offering Impact and traditional discretionary solutions. Impact solutions enable investors to combine their investment objectives with support for the UN’s Sustainable Development Goals. Concentric Consultancy provides in depth investment performance reporting incorporating analysis of the social and environmental impact of our investor’s capital. Concentric Treasury provides liquidity analysis, deposit consultancy, cash pooling and FX services. Concentric Financial Services Limited is regulated by the Jersey Financial Services Commission to conduct investment business under the Financial Services (Jersey) Law 1998. Concentric Financial Services (Guernsey) Limited is licensed and regulated by the Guernsey Financial Services Commission. Expect more from your investments.
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Verified contacts
18
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
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no listings
Distinct roles
11
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
18 contacts with verified email or phone · masked until revealed.
- AL
Anthony Lathwell
Wealth Consultant · Finance & Accounting
EmailPhone - LA
Louise Allenby
Office Manager · Operations
EmailPhone - GB
Gordon Bennie
Chief Executive Officer · General Business & Management
EmailPhone - AR
Adrian Rafa
Director & Head of Research · Research & Development
EmailPhone - TF
Tracey Freeman
Head of Compliance · Legal
EmailPhone - CC
Chris Curtis
Wealth Consultant · Finance & Accounting
EmailPhone - JM
Jason Mills
Wealth Consultant · Finance & Accounting
EmailPhone - JM
John Medcalf
Wealth Consultant · Finance & Accounting
EmailPhone - KG
Kevin Goodbody
Wealth Consultant · Finance & Accounting
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Concentric Group
11 distinct titles indexed · top 10 shown.
- 7wealth consultant
- 2research analyst
- 1chief executive officer
- 1compliance support officer
- 1director & head of research
- 1director & wealth consultant
- 1head of compliance
- 1managing director
- 1office manager
- 1wealth consultant chartered fcsi
- +1more titles
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