Pyrmont Wealth
Pyrmont Wealth Management is a leading team of forward-thinking individuals who believe in providing quality Life-Centred Financial Planning advice, delivered via our LifePlan process. Importantly, our transparent fee-based approach means that we are always aligned with your best interests - Our Purpose Our purpose is to help you achieve the best life possible with the money you have. We work in partnership with you, putting your life at the centre of our conversations. We will take time to understand you, your background, philosophy, needs and objectives so that we can help you put your money to good use. In so doing, our aim is to provide you with a better Return on Life not just a better return on your investments- Simplification We will help you get your financial house in order and will help keep it that way. We will help you provide for your lifetime income and expenditure needs, your tax planning, investments, protection and estate planning. Our aim is to simplify your life and to save you time and money- Planning Ahead We use the latest financial planning software to help you to visualise your financial future, to assist you in prioritising your goals, and to benchmark our progress towards achieving them- Smart Decisions We provide insight and guidance to help you avoid emotionally driven decisions in important money matters. We are available to consult with you to ensure you have all the necessary information needed to make informed and smart choices- License and Location As a fully regulated firm, Pyrmont Wealth Management hold both SFC Type 4 and 9 licenses as well as an insurance license from the Hong Kong Insurance Authority Whilst we are a Hong Kong based firm, we take a global view and in addition to local clients we actively support clients across the UK, mainland Europe, The Middle East, Asia and Australia Get in touch today to see how we can help you. info@pyrmontwm.com
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Verified contacts
14
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
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no listings
Distinct roles
10
indexed titles
Tech stack
0
tools in use
Monthly traffic
8
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- AB
Andrew Bone
Director Wealth Management · Finance & Accounting
EmailPhone - DB
David Budden
Director - Wealth Management · Finance & Accounting
EmailPhone - TR
Thomas Rogerson
Director Wealth Management · Finance & Accounting
EmailPhone - AV
Amber Veronique
Senior Wealth Manager · Finance & Accounting
EmailPhone - EM
Euan McKirdy
Financial Planner · Finance & Accounting
EmailPhone - FC
Freda Cheng
Admin Operation and Team Support · Operations
EmailPhone - MS
Matthew Skeggs
Senior Wealth Manager · Finance & Accounting
EmailPhone - TM
Takeru Miyawaki
Senior Financial Planner · Finance & Accounting
EmailPhone - TD
Tim Daniel
Wealth Manager · Finance & Accounting
EmailPhone
Showing 9 of 14 verified contacts
Top roles at Pyrmont Wealth
10 distinct titles indexed · top 10 shown.
- 3senior wealth manager
- 2director wealth management
- 2wealth manager
- 1admin operation and team support
- 1associate
- 1director - wealth management
- 1financial planner
- 1helping expats and non uk citizens finance their uk property
- 1partner and ro
- 1senior financial planner
Sign up to unlock all 14 contacts at Pyrmont Wealth
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