Wellspring Financial, Uk
At Wellspring Financial we walk alongside our clients and their families to guide them to a brighter financial future. We do this by assessing their needs, giving tailored advice, and recommending suitable financial solutions. Our team serves clients across the UK from our North East base. Using our experience, we strive to deliver exceptional service with clarity and care. YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE Most buy to let mortgages are not regulated by the Financial Conduct Authority The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Approved by The Openwork Partnership on 28/06/2023.
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Verified contacts
5
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
1
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- JM
James Merton
Financial Planner & Partner · Finance & Accounting
EmailPhone - JM
Jon Merton
Financial Adviser & Director · Other
EmailPhone - AF
Adam Finn
Chartered Financial Planner · Finance & Accounting
EmailPhone - RK
Rachael Khan
Financial Paraplanner · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Wellspring Financial, Uk
4 distinct titles indexed · top 4 shown.
- 2financial planner & partner
- 1chartered financial planner
- 1financial adviser & director
- 1financial paraplanner
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