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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4 contacts with verified email or phone · masked until revealed.
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Anthony Miller
Head of Operations · Operations
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Lesley Mansfield
Chartered Financial Planner · Finance & Accounting
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Wasim Zaman
Technical Analyst · Information Technology
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- 2chartered financial planner
- 1head of operations
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