Reflect Financial Limited
Reflect Financial Limited is a Liverpool based wealth management practice. We provide holistic financial advice covering investment planning, retirement planning, protection and business support. Reflect Financial Limited is is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 20/4/2023
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Verified contacts
37
available on Kipplo
LinkedIn employees
28
51 to 200 range
Open roles
—
no listings
Distinct roles
19
indexed titles
Tech stack
2
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
37 contacts with verified email or phone · masked until revealed.
- AA
Andrew Allerston
Financial Adviser · Finance & Accounting
EmailPhone - MQ
Matthew Quinn
Director · General Business & Management
EmailPhone - DE
David Eaton
Senior Financial Adviser · Finance & Accounting
EmailPhone - DG
David Gatehouse
Operations & Development Manager · Operations
EmailPhone - MF
Megan Farnham
Financial Planner · Finance & Accounting
EmailPhone - EM
Edie Murray
Client Services Administrator · Customer/Client Service
EmailPhone - JD
Joe Dooley
Client Servicing Administrator · Customer/Client Service
EmailPhone - JS
John Stradling
Management Information · Other
EmailPhone - KW
Kayliegh Williams
Client Services Administrator · Customer/Client Service
EmailPhone
Showing 9 of 37 verified contacts
Top roles at Reflect Financial Limited
19 distinct titles indexed · top 10 shown.
- 9financial adviser
- 4client services administrator
- 3paraplanner
- 2administration manager
- 2financial advisor
- 2financial planner
- 2senior financial advisor
- 1client services
- 1client servicing administrator
- 1director
- +9more titles
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