VerifiedFinancial Services· Founded 2013

Ergowealth Ltd

Ergowealth is a Chartered Financial Planning firm based in Marlow, Buckinghamshire with a growing presence in southern England. The firm was founded in 2013 by a group of experienced financial planning professionals with a common vision: to provide a truly integrated advisory service, working to the highest professional standards, to deliver the best possible outcomes for our clients. Our core philosophy has always been risk management through diversification, to cushion the effects of market volatility. We invest our clients' assets with a team of leading external investment managers. This enables us to deliver to each client an individual risk-rated portfolio that is diversified using different investment houses, styles and methods. Ergowealth are recruiting for both Charted Financial Planners and soon to be Charted Financial Planners. If you're looking to be apart of a very experienced professional team and a growing company, please contact us on 01628 300 230 or info@ergowealth.com

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HeadquartersMarlow Bucks, United KingdomEmployees7(11 to 50)Founded year2013Websiteergowealth.comLinkedIn profileLinkedIn

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4

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LinkedIn employees

7

11 to 50 range

Open roles

no listings

Distinct roles

3

indexed titles

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Monthly traffic

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Top roles at Ergowealth Ltd

3 distinct titles indexed · top 3 shown.

  • 2chartered financial planner
  • 1head of operations
  • 1technical analyst

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