Kubera Wealth Ltd
We are a specialist financial advisory firm, committed to providing independent financial advice and life planning solutions to a select number of private clients and families. From our offices in Gerrards Cross, we deliver an informed, personal and professional service to clients based in the UK and abroad. Using our WiseWealth process, we help you to define your goals and ambitions, even your fears. We then create a financial plan to set you on your path toward achieving what truly matters to you. Strategic partnerships with members of the legal, accountancy, private banking and investment management professions afford us access to a broad spectrum of solutions, so we can seamlessly coordinate all areas of your affairs. At Kubera Wealth we put you in the picture. You are at the centre of your plan and our focus is on building long-term, collaborative relationships to meet your needs both now and in the future.
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Verified contacts
11
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
1
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- SP
Stuart Poonawala Lifestyle Financial Planner
Managing Director · General Business & Management
EmailPhone - KL
Kellie Lewis
Business Relationship Manager · Sales & Business Development
EmailPhone - CL
Caroline Levy
Technical Specialist · Information Technology
EmailPhone - DH
Daniel Hawes
Associate Financial Planner · Finance & Accounting
EmailPhone - JB
Joanna Bailey
Associate Planner · Finance & Accounting
EmailPhone
Showing 5 of 11 verified contacts
Top roles at Kubera Wealth Ltd
7 distinct titles indexed · top 7 shown.
- 2client services assistant
- 2financial planner
- 1associate financial planner
- 1associate planner
- 1business relationship manager
- 1managing director
- 1technical specialist
Sign up to unlock all 11 contacts at Kubera Wealth Ltd
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