Fell Financial Planning

Fell Financial Planning offers financial advice to assist clients in managing, preserving, and growing their wealth. They aim to support clients in achieving their financial goals.
  • Wealth management
  • Investment advice
  • Financial planning
Size
Small
Phone
01786 834609
Website
IWM-group.com
Email
Available in Endole App
Locations
Suite 14, Scion House, University of Stirling Innovation Park, FK9 4NF
01786834609
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Lomond Wealth
Lomond Wealth is a personal wealth management firm that focuses on building lasting relationships with clients while helping them achieve their financial goals.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Fell Financial Planning is operated by Integrated Wealth Management Ltd and is a Active company incorporated on 7 July 2011 with the registered office located in Stirling, Stirling and Falkirk. Integrated Wealth Management Ltd was registered 14 years ago.
Status
Active
Size
Micro
Directors
2
Age
14 years old
Employees
6
Turnover
Unreported
Total Assets
£216.61K
Cash in Bank
£41K
Total Liabilities
-£71.4K
Mr James Scott Laurie
Director • PSC • PSC • Independent Financial Planner • British • Lives in Scotland • Born in Sep 1958
More information on Integrated Wealth Management Ltd
Teams
All
4
Management
2
IT
1
Other
1
Scott Laurie
Director • Joined Jul 2016
Amy Kenmuir
Client Portfolios Manager • Joined Jul 2016
Lauren Pope
Client Services Director • Joined Aug 2019
Charlotte C
Digital Marketing Assistant • Joined May 2022
Scott Laurie
Director • Joined Jul 2016
Lauren Pope
Client Services Director • Joined Aug 2019
Charlotte C
Digital Marketing Assistant • Joined May 2022
Amy Kenmuir
Client Portfolios Manager • Joined Jul 2016