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VerifiedFinancial Services· Founded 2013

Principle Wealth Solutions Limited

Principle Wealth Solutions Ltd provides advice and planning services for people who want to make the most of their finances. Principle Wealth Solutions was founded in Spring 2013 by a group of highly qualified professionals who collectively have over 150 years of experience in financial services. The Directors of the business Ian Warburton and Leigh Kenny, who were previously Senior Managers in a Wealth Management organisation, were keen to ensure face to face financial advice was available for those that need it following the removal of this advice service by a large number of High Street Banks. Principle Wealth Solutions Ltd is an Appointed Representative of Quilter Financial Services Limited, which is authorised and regulated in the UK by the Financial Conduct Authority (FCA) and is registered on the FCA Register with Firm Reference Number: 440703. Principle Wealth Solutions Ltd is also registered on the FCA Register with Firm Reference Number: 602383. A principle is a rule that has to be followed and for us that means meeting our clients financial needs with the right solutions and highest possible service. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of pension and investments can fall as well as rise. You may get back less than you invested. The Financial Conduct Authority do not regulate Auto Enrolment & Inheritance Tax Planning.

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HeadquartersStafford, United KingdomEmployees13(11 to 50)Annual revenue<$1MFounded year2013Websiteprinciplewealthsolutions.co.ukLinkedIn profileLinkedIn

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10

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LinkedIn employees

13

11 to 50 range

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7

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organic / mo

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Top roles at Principle Wealth Solutions Limited

7 distinct titles indexed · top 7 shown.

  • 2director & financial planning consultant
  • 2financial planning consultant
  • 2mortgage and protection consultant
  • 1financial advisor
  • 1financial planning adviser
  • 1paraplanner
  • 1senior paraplanner

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