Optasia Wealth Management Ltd
FINANCIAL PLANNING AND WEALTH MANAGEMENT FROM OPTASIA WEALTH MANAGEMENT LTD. The vision to plan and provide forward thought based on sound principles, solid foundations and real insight. Inspiring trust and integrity through a shared understanding of objectives. Approved by The Openwork Partnership on 31/03/2023
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Verified contacts
16
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- JS
Joe Smith-Butler Cert
Wealth Management Consultant · Finance & Accounting
EmailPhone - LS
Lynn Street
Wealth Management Consultant · Finance & Accounting
EmailPhone - RW
Ryan Walker
Chartered Financial Planner · Finance & Accounting
EmailPhone - BO
Bianca Oldroyd
Account Executive · Sales & Business Development
EmailPhone - CH
Clive Howes
Wealth Management Consultant at Optasia Wealth Management · Finance & Accounting
EmailPhone - DP
Diane Parkinson
Executive Assistant · General Business & Management
EmailPhone - SL
Shannen Leonard
Mortgage Broker · Finance & Accounting
EmailPhone - SG
Stephen Graney Sibsmart Mortgages
Mortgage and Protection Adviser · Finance & Accounting
EmailPhone - WS
Will Smith
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Optasia Wealth Management Ltd
12 distinct titles indexed · top 10 shown.
- 3wealth management consultant
- 2financial planning consultant
- 2mortgage and protection adviser
- 1account executive
- 1chartered financial planner
- 1director
- 1executive assistant
- 1financial advisor
- 1mortgage and protection advisor
- 1mortgage broker
- +2more titles
Sign up to unlock all 16 contacts at Optasia Wealth Management Ltd
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