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VerifiedFinancial Services· Founded 1992

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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HeadquartersCroydon, United KingdomEmployees10(1 to 10)Annual revenue<$1MFounded year1992Websiteqifinancialsolutions.co.ukLinkedIn profileLinkedIn

Verified contacts

8

available on Kipplo

LinkedIn employees

10

1 to 10 range

Open roles

no listings

Distinct roles

7

indexed titles

Tech stack

2

tools in use

Monthly traffic

organic / mo

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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

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