Wealth Solutions
Finance · 51-200 Employees
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Overview
Phone Number
+44 1214465815Website
www.wealth-solutions.co.ukRevenue
$17.8 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1
About Wealth Solutions
Wealth Solutions was formed by Managing Director Simon Redhead to create a leading Wealth Management business that cares about what it does and its reputation for doing it well. We are proud to say we are a privately owned company completely independent of any bank, fund management house or insurance company with our only interest being our clients. Our desire is to provide an advisory service that caters for all aspects of financial planning over the long-term. We are not interested in serving individual transactions but clients who need advice today, tomorrow and beyond. We understand the need to support this service with the best people who have leading experience and knowledge of the industry. Wealth Solutions utilises cutting edge technology that allows our clients to gain secure and immediate access to their investments.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Wealth Solutions
$17.8M
51-200
Private
-
2007
N/A
Company Profile Activity
Activity Insights
Wealth Solutions is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Wealth Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wealth Solutions.
Wealth Solutions Tech Stack
A closer look at the technologies used by Wealth Solutions
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Most Recent Scoops
Project
A mid-level source in Financial Planning has indicared that the organization is in the midst of initiatives related to workforce planning. Wealth Solutions Ltd is currently evaluating vendors to support these efforts. The organization is utilizing HiBob in this area.
Financial Planning, Employee Relations, Recruitment, Workforce Management
Project
A mid-level source in Financial Planning has indicared that the organization has completed initiatives related to financial reporting within the last nine months.
Accounting, Financial Planning, Audit
Project
A mid-level source in Financial Planning has indicared that the organization is in the midst of initiatives related to customer relationship management (CRM). Wealth Solutions Ltd is currently evaluating vendors to support these efforts. The organization plans to migrate to Curo Time 4 Advice solutions in this area.
Migration, CRM, Financial Planning
Project
A mid-level source in Financial Planning has indicared that the organization is in the midst of initiatives related to asset management. Wealth Solutions Ltd is currently evaluating vendors to support these efforts.
Asset Management, Financial Planning
Project
Analytics & Insights, Data Management, Accounting, Financial Planning, Audit, Financial Systems
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Frequently Asked Questions Regarding Wealth Solutions
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Wealth Solutions was formed by Managing Director Simon Redhead to create a leading Wealth Management business that cares about what it does and its reputation for doing it well. We are proud to say we are a privately owned company completely independent of any bank, fund management house or insurance company with our only interest being our clients... Read More
