Prismatic Wealth Limited
Prismatic Wealth Limited are a firm of fee-based and wholly Independent Financial Advisers. With over £180 million of funds under management, Prismatic Wealth can boast an enviable reputation in investment management spanning over 30 years. Our dedicated and highly qualified team of financial advisers and support staff pride themselves on developing creative and innovative solutions to help achieve your goals and manage your financial affairs. As Independent Financial Advisers, authorised and regulated by the Financial Conduct Authority we offer a full lifestyle financial planning service focusing on both your financial and life goals. Through our corporate financial planning service, we provide tailored packages to grow and protect your business based on its unique needs.
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Verified contacts
18
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
0
tools in use
Monthly traffic
2
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- VH
Vicky Harrison
Director · General Business & Management
EmailPhone - VH
Vicky Harrison
Director · General Business & Management
EmailPhone - CS
Carl Simpson
Operations Manager · Operations
EmailPhone - CD
Carly Dursley
Corporate Adviser · General Business & Management
EmailPhone - LD
Luciana Drabble
Corporate Administrator · General Business & Management
EmailPhone - SD
Simon Daykin
Financial Planner · Finance & Accounting
EmailPhone - AS
Andrea Softley
Senior Paraplanner · Finance & Accounting
EmailPhone - JP
Joanne Pearson
Chartered Financial Adviser · Finance & Accounting
EmailPhone - KW
Katie Watts
Trainee Paraplanner · Finance & Accounting
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Prismatic Wealth Limited
15 distinct titles indexed · top 10 shown.
- 2corporate administrator
- 2director
- 2managing director
- 1chartered financial adviser
- 1corporate adviser
- 1corporate manager
- 1employee benefits
- 1financial advisor
- 1financial planner
- 1operations manager
- +5more titles
Sign up to unlock all 18 contacts at Prismatic Wealth Limited
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