First Sentinel Wealth
First Sentinel Wealth offers personalised independent financial advice. We develop long term relationships with our clients and our mission is to provide you and your family with high quality advice for life, enhancing your relationship with money. We prioritise communication with our clients and are here to break down the complexities of finance and help your money grow in the most tax-efficient way. Our team are personable, precise and always available. We pride ourselves on sourcing investment opportunities across a wide range of products; in today’s fast-changing world, long-term value is achieved through continuous innovation. First Sentinel Wealth offers a wide range of services including- Retirement planning - Investment management - Bespoke portfolio structuring - Tax efficient investing - Cash flow modelling - Family planning - Cross border and expat financial advice To find out how we can help you, please visit our website or contact us via LinkedIn.
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Verified contacts
6
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- KC
Kyla Conway
Head of Operations · Operations
EmailPhone - JB
Jack Ballard
Independent Financial Advisor · Finance & Accounting
EmailPhone - VP
Vijay Paul
Managing Director · General Business & Management
EmailPhone
Showing 3 of 6 verified contacts
Top roles at First Sentinel Wealth
4 distinct titles indexed · top 4 shown.
- 2managing director
- 1chief executive
- 1head of operations
- 1independent financial advisor
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