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VerifiedFinancial Services· Founded 2000

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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Employees23(11 to 50)Founded year2000Websitefiscalengineers.comLinkedIn profileLinkedIn

Verified contacts

36

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LinkedIn employees

23

11 to 50 range

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Distinct roles

23

indexed titles

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3

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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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