Eos Wealth Management Ltd
Eos Wealth Management was formed in 2010, built on the success of the founding directors' many years in the financial services and wealth management industry. Our experience and unrivalled knowledge puts us in an enviable position of understanding what is most important to our clients, which together with our ability to empathise with their needs and circumstances propels us to the front of the queue when clients are looking for a trusted financial advisor. We put our clients at the very heart of our business, ensuring that we clearly understand their personal, family and business goals before tailoring financial plans and solutions to meet those objectives within the specified timeframe. Our solutions seek to mitigate risk wherever possible and our regular reviews keep our clients informed of their progress towards reaching their goals through honest feedback and clear reporting.
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
11 to 50 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
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tools in use
Monthly traffic
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organic / mo
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Top roles at Eos Wealth Management Ltd
3 distinct titles indexed · top 3 shown.
- 2director
- 1chartered financial planner
- 1compliance assistant
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