Fiscal Engineers Ltd
Established in Fiscal Engineers is a multi-award winning boutique wealth management firm, accredited by the Institute of Financial Planning and a ‘big four’ global accounting firm. With a Midlands heritage, we have offices in Nottingham, London and Birmingham – advising clients throughout the UK. Specialists in delivering family office services for top tier professionals approaching retirement and entrepreneurs exiting private-equity backed businesses, we provide a dedicated service for those at the point of transition with substantial investment needs. We support our clients through these key financial moments in their lives by helping them realise the outcomes they want. Our experience in managing transitional change has taught us the most effective ways to maximise return from these milestone events, freeing our clients from the day-to-day worry of managing, protecting and growing their wealth. Working alongside internationally respected academics, Fiscal Engineers was recognised in 2012 for its contribution to the sector by undertaking studies in trust and confidence post the global financial crisis that has negatively impacted so many. Fiscal Engineers is a ‘relationship’ system built on mutual respect, trust, listening and understanding. It is our mission to help our clients achieve the perfect money/life balance.
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Verified contacts
36
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
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no listings
Distinct roles
23
indexed titles
Tech stack
3
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
36 contacts with verified email or phone · masked until revealed.
- KB
Kevin Bunting
Chartered Wealth Manager · Finance & Accounting
EmailPhone - JC
John Clarke
Chief Investment Officer · Finance & Accounting
EmailPhone - EB
Elizabeth Bradshaw
Head of Relationship Development · Sales & Business Development
EmailPhone - AC
Alison Cobb
Client Liaison · Customer/Client Service
EmailPhone - HM
Hazel Manlove
Chartered Financial Planner · Finance & Accounting
EmailPhone - IR
Ian Rodger
Chartered Wealth Manager · Finance & Accounting
EmailPhone - JB
Jacqui Beesley
Operations Manager · Operations
EmailPhone - MJ
Martin Jarvis
Financial Planner · Finance & Accounting
EmailPhone - AC
Alex Cork
Finncial Planning Technician · Finance & Accounting
EmailPhone
Showing 9 of 36 verified contacts
Top roles at Fiscal Engineers Ltd
23 distinct titles indexed · top 10 shown.
- 5financial planning technician
- 3financial planning administrator
- 2chartered financial planner
- 2chartered wealth manager
- 2chief executive officer
- 2financial planning graduate
- 2finncial planning technician
- 1administration team leader
- 1chief investment officer
- 1client liaison
- +13more titles
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