Satis Wealth Management
SATIS Asset Management was set up in 2012 by Hillier Hopkins LLP and led by Directors, Ross Badger and Ben Sherwood to provide a dedicated wealth management service to discerning individuals and their families who are concerned about protecting their wealth. We are also one of the few firms to be able to provide specialist wealth and tax planning advice and services to Americans living in the UK.
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Verified contacts
12
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- LM
Lee McGuinness
Associate Planner · Finance & Accounting
EmailPhone - HJ
Hitesh Jogia
Senior Chartered Financial Planner · Finance & Accounting
EmailPhone - AS
Amber Smith
Client Services Coordinator · Customer/Client Service
EmailPhone - CL
Cameron Leavell
Intern · Finance & Accounting
EmailPhone - GS
Gabriela Strug
Financial Planner, Chartered (Alibf) · Other
EmailPhone - LJ
Lindsay John
Chartered Financial Planner (Trusts and Estates) · Other
EmailPhone
Showing 6 of 12 verified contacts
Top roles at Satis Wealth Management
10 distinct titles indexed · top 10 shown.
- 1administrative assistant
- 1associate planner
- 1chartered financial planner (trusts and estates)
- 1client services coordinator
- 1financial planner, chartered (alibf)
- 1intern
- 1operations director
- 1senior chartered financial planner
- 1senior client services administrator
- 1senior financial planner
Sign up to unlock all 12 contacts at Satis Wealth Management
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