Qi Financial Solutions Ltd
We offer bespoke advice to Private Clients. We offer independent advice relating to wealth management, wealth preservation, investment planning, tax planning, guaranteed investments and estate planning. We have particular expertise in retirement planning/retirement income options family wealth transfer inheritance tax planning. We offer specialist advice to SME's, including support with Company Investments, Business Protection, Corporate Pensions, Auto Enrolment, Group SIPP/SSAS, GPP and a range of staff benefits. We have offices in Croydon, Surrey and the City of London. We deal with clients from a range of backgrounds including Limited companies and the Self employed. Qi Financial Solutions are based in Surrey but also work in London, Sussex & Kent.
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Verified contacts
8
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
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no listings
Distinct roles
7
indexed titles
Tech stack
2
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- DH
Debbie Holloway
Chartered Financial Planner · Finance & Accounting
EmailPhone - JD
Jane Dearing
Office & Accounts Manager · Finance & Accounting
EmailPhone - DE
David Ellener
Paraplanner and Research Analyst · Finance & Accounting
EmailPhone - WP
Wendy Povey
Equity Release Adviser · Finance & Accounting
EmailPhone
Showing 4 of 8 verified contacts
Top roles at Qi Financial Solutions Ltd
7 distinct titles indexed · top 7 shown.
- 2chartered financial planner
- 1director & chartered financial planner
- 1equity release adviser
- 1financial advisor
- 1investment associate
- 1office & accounts manager
- 1paraplanner and research analyst
Sign up to unlock all 8 contacts at Qi Financial Solutions Ltd
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