Finli G&p
We are a nationwide financial services provider that helps our clients live their best financial lives. At Finli, we aim to deliver a fresh approach to financial advice. We do this by combining a people-first perspective with innovative financial tools. This helps our clients feel empowered on their path to prosperity. Our values are important to us and help us deliver the best outcomes for our clients, these are: Knowledge and clarity - We believe in making the complicated things simple for our clients. Creating excellent outcomes - We always put the client at the centre of everything we do to ensure excellent outcomes. Emotional connection - We maintain an emotional connection with our clients by staying relevant, authentic and true. The value of business - We aim to offer advice and technology that educates and empowers our people
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Verified contacts
37
available on Kipplo
LinkedIn employees
47
51 to 200 range
Open roles
—
no listings
Distinct roles
27
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
37 contacts with verified email or phone · masked until revealed.
- DH
David Hugh Carr
Vice Chair · General Business & Management
EmailPhone - AP
Anthony Posner
Independent Financial Planner · Finance & Accounting
EmailPhone - AB
Ashley Bell
Independent Financial Advisor · Finance & Accounting
EmailPhone - BI
Bethany Irwin
Client Services Team Leader · Customer/Client Service
EmailPhone - DM
David Mortgage Satter
Wealth Management Advisor · Finance & Accounting
EmailPhone - GA
Ginny Atkinson
Advice Operations Team Leader · Operations
EmailPhone - PB
Paul Bain
Wealth Planning Adviser · Finance & Accounting
EmailPhone - TB
Tina Badham
Client Services · Customer/Client Service
EmailPhone - JD
James Downing
Finli (G & P) Ltd · Other
EmailPhone
Showing 9 of 37 verified contacts
Top roles at Finli G&p
27 distinct titles indexed · top 10 shown.
- 4wealth planning adviser
- 2client manager
- 2financial planner
- 2finli (g & p) ltd
- 1account manager
- 1administrator
- 1advice operations team leader
- 1chartered financial planner
- 1client administrator
- 1client services
- +17more titles
Sign up to unlock all 37 contacts at Finli G&p
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