Confido Wealth
Confido Wealth is a boutique financial advisory firm that offers tailored advice to suit our clients’ specific needs. By combining our deep market knowledge with a personalised approach, we navigate the intricate world of finance to cultivate and protect our clients' wealth. Our personal and holistic approach allows us to form collaborative long-term solutions with our clients, where we identify specific personal or business objectives, and strategize to build and execute tailor-made plans. Our core services include both personal wealth management and business planning, tax efficiency, investment strategies, retirement preparation, intergenerational planning and protection. Confido Wealth Management 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) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website SJP Approved 12/02/2025
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LinkedIn employees
7
1 to 10 range
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Distinct roles
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Top roles at Confido Wealth
2 distinct titles indexed · top 2 shown.
- 1managing director & founder
- 1practice manager
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