Finli Group
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
101
available on Kipplo
LinkedIn employees
141
201 to 500 range
Open roles
—
no listings
Distinct roles
67
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
101 contacts with verified email or phone · masked until revealed.
- KH
Kate Hemens Tap.
Head of Technology Adoption · Other
EmailPhone - MC
Marie Calvin
Regional Director - Scotland · General Business & Management
EmailPhone - CD
Christopher Deeming
Financial Planner · Finance & Accounting
EmailPhone - DC
Daniel Coburn
Independent Financial Planner · Finance & Accounting
EmailPhone - RH
Richard Holland Dipfa
Financial Planner · Finance & Accounting
EmailPhone - DD
Derrick Dunne
Executive Committee Member · General Business & Management
EmailPhone - JA
Jordan Atkinson
Senior Operations Support · Operations
EmailPhone - KD
Karin de Tour
Client Services Associate · Customer/Client Service
EmailPhone - EQ
Emily Querfurth
Deputy CFO · Finance & Accounting
EmailPhone
Showing 9 of 101 verified contacts
Top roles at Finli Group
67 distinct titles indexed · top 10 shown.
- 7client services associate
- 6financial planner
- 6paraplanner
- 3client administrator
- 2advice operations team leader
- 2head of advice support
- 1',
- 1acquisition analyst
- 1acquisition director
- 1administration manager
- +57more titles
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