Wealth Professional Cfp
Our clients share their dreams, we get to work to deliver a financial plan & journey, and then we change their lives.’ At Wealth Professional we aim push the boundaries of what outstanding financial advice looks like, for you, your family and your business. Our people are what make us different. We love what we do and this is evident in the results we achieve for our clients. We are a long standing and proud member of the multi-award winning Benchmark Capital Group (Best Practice IFA Chartered Network).
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Verified contacts
17
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
2
organic / mo
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- AM
Abbie Millar
Wealth Consultant · Sales & Business Development
EmailPhone - DM
Douglas Mitchell
Director · General Business & Management
EmailPhone - NJ
Nigel Jeynes
Director · General Business & Management
EmailPhone - CF
Charlotte Ford
Client Service Executive · Customer/Client Service
EmailPhone - KM
Kirsty Melville
Senior Client Service Executive · Customer/Client Service
EmailPhone - SL
Susan Lennox
Corporate Client Service Manager · Other
EmailPhone - CC
Charlie Cumming
Trainee Wealth Consultant · Finance & Accounting
EmailPhone - LC
Lewis Crosbie
Trainee Wealth Consultant · Finance & Accounting
EmailPhone - SH
Sabrina Hartman
Referral Coordinator · Customer/Client Service
EmailPhone
Showing 9 of 17 verified contacts
Top roles at Wealth Professional Cfp
11 distinct titles indexed · top 10 shown.
- 3director
- 3trainee wealth consultant
- 2doctor
- 2wealth consultant
- 1client service administrator
- 1client service executive
- 1corporate client service manager
- 1dental nurse
- 1referral coordinator
- 1senior client service executive
- +1more titles
Sign up to unlock all 17 contacts at Wealth Professional Cfp
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 17 verified contacts at Wealth Professional Cfp
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