Compass Financial Planning
Finance · United Kingdom · 11-50 Employees
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Overview
Headquarters
Stramongate 10 Beacon Buildings, Kendal,...Phone Number
+44 3302020128Website
www.compassfin.co.ukRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Compass Financial Planning
Compass Financial (UK) Limited is a financial advisory firm headquartered in Manchester, England. The company provides tailored personal services and advice focusing on investments, retirement planning, and wealth management. Its service offerings include ISA management, inheritance tax planning, savings strategies, insurance, and family wealth preservation. Operating as an Appointed Representative of Quilter Financial Services Limited and part of the Quilter Financial Planning Network, the firm serves individual clients through a model of continuous dialogue and regular financial reviews to help them reach specific financial goals and objectives.Explore more
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Revenue
Number of Employees
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Founded In
Compass Financial Plannin...
<$5M
11-50
Private
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N/A
Company Profile Activity
Activity Insights
Compass Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Compass Financial (UK) Limited is a financial advisory firm headquartered in Manchester, England. The company provides tailored personal services and advice focusing on investments, retirement planning, and wealth management. Its service offerings include ISA management, inheritance tax planning, savings strategies, insurance, and family wealth pre... Read More
