Wealth Planning Associates

Finance · United Kingdom · 11-50 Employees

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Overview

Headquarters

Innovation Way Discovery Park, Sandwich,...

Phone Number

+44 8450405956

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wealth Planning Associates

Wealth Planning Associates provide tailored solutions covering all aspects areas of financial planning, from investments and pension advice to mortgages and related protection policies. Our advice is impartial and we focus on offering our clients a superior service. Our main ethos at Wealth Planning Associates is customer care - the success of which means that our core business now comes from our existing clients and client recommendations. With our head office in Canterbury, and advisers in a variety of locations, we are able to offer clients advice throughout Kent, London and the surrounding areas. Our advisers are highly trained, with some of the team specialising in more complex financial areas. We pride ourselves in offering professional, impartial advice to all of our clients even if this is just giving them the reassurance that the financial products they already have are indeed the best available to them. The success of our business is based on long-term relationship with our cRead more
Wealth Planning Associates's Social MediaPopular SearchesWealth Planning AssociatesWealth Planning Associates LtdLisa Howes - Mortgage Adviser at Wealth Planning A...Planning Associates LtdWealth PlanningSIC Code 62,628NAICS Code 52,523Show more

Wealth Planning Associates Org Chart

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Company Name

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Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Planning Associate...

<$5M
11-50
Private
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<$5M
11-50
Private
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-
N/A
<$5M
1-10
Private
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2019
N/A
<$5M
1-10
Private
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-
N/A
<$5M
1-10
Private
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-
N/A
<$5M
1-10
Private
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2015
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<$5M
1-10
Private
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2013
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wealth Planning Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wealth Planning Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wealth Planning Associates.

Wealth Planning Associates Tech Stack

A closer look at the technologies used by Wealth Planning Associates

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Frequently Asked Questions Regarding Wealth Planning Associates

What is Wealth Planning Associates's official website?
Wealth Planning Associates's official website is www.wealthplanningassociates.co.uk
What is Wealth Planning Associates's Revenue?
Wealth Planning Associates's revenue is <$5 Million
What is Wealth Planning Associates's SIC code?
Wealth Planning Associates's SIC: 62,628
What is Wealth Planning Associates's NAICS code?
Wealth Planning Associates's NAICS: 52,523
How many employees does Wealth Planning Associates have?
Wealth Planning Associates has 11-50 employees
What industry does Wealth Planning Associates belong to?
Wealth Planning Associates is in the industry of: Finance, Securities Trading
What is Wealth Planning Associates competition?
Wealth Planning Associates top competitors include: Alpha Omega Independent, Bennison Brown Wealth Management, CJP Financial Planning, Holcombe Financial Services
What technology does Wealth Planning Associates use?
Some of the popular technologies that Wealth Planning Associates uses are: Microsoft Dynamics CRM, Microsoft 365, Sectigo, Microsoft Exchange Online
How do I contact Wealth Planning Associates?
Wealth Planning Associates contact info: Phone number: +44 8450405956 Website: www.wealthplanningassociates.co.uk
What does Wealth Planning Associates do?

Wealth Planning Associates provide tailored solutions covering all aspects areas of financial planning, from investments and pension advice to mortgages and related protection policies. Our advice is impartial and we focus on offering our clients a superior service. Our main ethos at Wealth Planning Associates is customer care - the success of whic... h means that our core business now comes from our existing clients and client recommendations. With our head office in Canterbury, and advisers in a variety of locations, we are able to offer clients advice throughout Kent, London and the surrounding areas. Our advisers are highly trained, with some of the team specialising in more complex financial areas. We pride ourselves in offering professional, impartial advice to all of our clients even if this is just giving them the reassurance that the financial products they already have are indeed the best available to them. The success of our business is based on long-term relationship with our clients, and therefore treating customers professionally and fairly will ensure both our clients and the business benefit now and in the future. Feel free to call us on 08450 405 956 or emailThis email address is being protected from spambots. You need JavaScript enabled to view it.Read More

What are Wealth Planning Associates social media links?
Wealth Planning Associates Linkedin page Wealth Planning Associates Twitter page Wealth Planning Associates Facebook page
Is Wealth Planning Associates a public company?
Wealth Planning Associates is private company therefore does not currently have an official ticker symbol
See more information about Wealth Planning Associates

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