Pool House Group
Pool House Group are experts in financial planning based in the heart of Lichfield. We provide Independent Advice as a Chartered Practice and always adhere to the highest level of ethics to ensure the advice given is in the clients best interest. Our Directors have both had careers in Financial Services for over 30 years, and have a range of skills and qualifications in specialist areas. We provide a wealth of experience in Corporate Tax Planning, Investment Management, Professional Trustee Services, SSAS Administration, Final Salary Pension Advice, Retirement Planning, Wealth Management, Inheritance, Tax Planning and Mortgage Advice. At Pool House Group we offer the highest levels of service and bespoke solutions to fit our clients' respective requirements.
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Verified contacts
9
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- FH
Fiona Haigh
Operations Director · Operations
EmailPhone - PK
Phoebe Kalsi
Client Director · Sales & Business Development
EmailPhone - AC
Alex Carter
Client Manager · Customer/Client Service
EmailPhone - AC
Alicia Cheeseman
Client Manager · Customer/Client Service
EmailPhone - AC
Alicia Cheeseman
Client Manager · Customer/Client Service
EmailPhone - JD
Julie Dunn
Administrator · Operations
EmailPhone - KT
Kim Taylor
Administrator · Operations
EmailPhone - VD
Vicky Dangerfield
Accounts Administrator · Finance & Accounting
EmailPhone
Showing 8 of 9 verified contacts
Top roles at Pool House Group
6 distinct titles indexed · top 6 shown.
- 3client manager
- 2administrator
- 1accounts administrator
- 1asistente personal
- 1client director
- 1operations director
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