Prism Financial Advice Ltd
Prism Financial Advice Limited are Independent Financial Advisers with many years' experience of advising both private and corporate clients on a wide range of financial planning issues. At Prism Financial Advice we pride ourselves on putting the client at the centre of our advice and service proposition. The solutions we offer are not product based but client based. The needs and objectives of clients are the real driver behind all our recommendations. With investing, your capital is at risk. The value of your investments will rise and fall and you could get back less then you invest. Tax Rules are subject to change at any time. Authorised and regulated by the Financial Conduct Authority. FRN: 426165 Registered in England & Wales Company No: 05303532
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Verified contacts
32
available on Kipplo
LinkedIn employees
42
51 to 200 range
Open roles
—
no listings
Distinct roles
18
indexed titles
Tech stack
2
tools in use
Monthly traffic
4
organic / mo
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Decision-makers and verified team members
32 contacts with verified email or phone · masked until revealed.
- TL
Toni Louise Morton
Client Services Executive · Customer/Client Service
EmailPhone - EN
Emily Northorpe
Client Services Executive · Other
EmailPhone - MS
Mike Smith
Owner · General Business & Management
EmailPhone - NM
Neil McGann
Owner · General Business & Management
EmailPhone - PB
Paul Bowen
Director of Marketing and Business Development · Advertising & Marketing
EmailPhone - KW
Kirsty Walker
Regional Training & Competence Manager · Human Resources
EmailPhone - LW
Luke Watkinson
Independent Financial Advisor · Finance & Accounting
EmailPhone - AH
Abida Hussain
Paraplanner Support · Finance & Accounting
EmailPhone - AR
Alex Ratcliffe
Independent Financial Adviser · Finance & Accounting
EmailPhone
Showing 9 of 32 verified contacts
Top roles at Prism Financial Advice Ltd
18 distinct titles indexed · top 10 shown.
- 7independent financial adviser
- 4paraplanner
- 3owner
- 2client services executive
- 2financial administrator
- 2independent financial advisor
- 1director
- 1director of marketing and business development
- 1finance administrator
- 1financial advisor
- +8more titles
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