Seven Street Wealth
We believe that our role is not just to provide financial advice but to guide you through life’s financial decisions. We work with you to develop a comprehensive financial plan that addresses your current needs and your future aspirations. We monitor your progress, provide ongoing advice, and adjust the plan when required. We are selective about the clients we work with, only taking on work when we are confident we can make a positive impact. This ensures that we can continue to deliver the valuable advice that our clients trust. As a result, we have built a strong reputation and an impressive client base across the UK. We know that meaningful conversations and connections are the foundation of our work. By working together, we can build a lasting relationship that provides value for years to come. We offer a range of services to individuals, families, corporates and charities.
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Verified contacts
10
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- ED
Emily Dobson
Director · General Business & Management
EmailPhone - MD
Mark Dobson
Managing Director · General Business & Management
EmailPhone - CM
Colette McKeown
Head of Compliance · Legal
EmailPhone - RM
Rikki Mohi
Client Services Manager · Customer/Client Service
EmailPhone - BA
Brooke Armstrong
Client Services Executive · Customer/Client Service
EmailPhone - JM
Jake McClung
Trainee Paraplanner · Finance & Accounting
EmailPhone - JP
Jonathan Pryde
Financial Adviser · Finance & Accounting
EmailPhone - SR
Sarah Rankin
Seven Street Wealth (Previously Chiene Tait Financial Planning) · Other
EmailPhone
Showing 8 of 10 verified contacts
Top roles at Seven Street Wealth
8 distinct titles indexed · top 8 shown.
- 2client services executive
- 2trainee paraplanner
- 1client services manager
- 1director
- 1financial adviser
- 1head of compliance
- 1managing director
- 1seven street wealth (previously chiene tait financial planning)
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