PFP Wealth Group Ltd
PFP Wealth Group Ltd is a financial advisory practice that creates personalised financial plans for clients. They focus on building long-term relationships and providing advice across various aspects of wealth management.
- Tax planning
- Corporate services
- Investment planning
- Retirement planning
- Protection planning
- Mortgages and specialist banking
- Intergenerational wealth management
Locations
Competitors
The Platt Partnership Ltd offers a distinctive approach to clients and their financial affairs, providing personal attention and years of experience from a friendly team of financial advisers.
Hamilton Bennett Financial Solutions Ltd is a financial advisory firm dedicated to helping clients achieve their financial goals through personalised wealth management services.
Company Details
PFP Wealth Group Ltd is operated by PFP Wealth Group Ltd and is a Active company incorporated on 15 March 2021 with the registered office located in Wakefield, West Yorkshire. PFP Wealth Group Ltd was registered 4 years ago.
Status
Active
Size
Small
Directors
5
Age
4 years old
Employees
23
Turnover
Unreported
Total Assets
£3.37M
Cash in Bank
£195.33K
Total Liabilities
-£2.54M
Teams
25
14
11
7
3
3
3
Practice Manager • Joined Mar 2022
Managing Director • Joined Mar 2021
Client Services Executive • Joined Sep 2021
Head Of Paraplanning • Joined Nov 2022
Head Of Marketing • Joined Oct 2017
Director Of Operations • Joined Feb 2022
Director PFP Wealth Group Ltd • Joined Oct 2014
Practice Administrator
Business Operations Coordinator • Joined Jan 2025
Practice Support Administrator • Joined Dec 2020
Head Of Paraplanning • Joined Nov 2022
Financial Adviser • Joined Dec 2020
Financial Advisor • Joined Aug 2014
Retired
Financial Adviser • Joined Jan 2015
Financial Adviser • Joined Dec 2015
Financial Adviser • Joined Nov 2021
Financial Adviser • Joined Jul 2021
Financial Adviser • Joined Mar 2020
Chartered Financial Planner • Joined Aug 2024
Practice Manager • Joined Mar 2022
Managing Director • Joined Mar 2021
Head Of Paraplanning • Joined Nov 2022
Head Of Marketing • Joined Oct 2017
Director Of Operations • Joined Feb 2022
Practice Administrator
Business Operations Coordinator • Joined Jan 2025
Director Of Operations • Joined Feb 2022
Director PFP Wealth Group Ltd • Joined Oct 2014
Business Operations Coordinator • Joined Jan 2025
Client Services Executive • Joined Sep 2021
Financial Adviser • Joined Dec 2020
Financial Adviser • Joined Jan 2015
Financial Adviser • Joined Dec 2015
Financial Adviser • Joined Nov 2021
Financial Adviser • Joined Jul 2021
Financial Adviser • Joined Mar 2020
Financial Adviser • Joined Mar 2021
Financial Adviser • Joined Feb 2024
Financial Adviser • Joined Aug 2023
Practice Manager • Joined Mar 2022
Practice Administrator
Practice Support Administrator • Joined Dec 2020
Client Services Executive • Joined Sep 2021
Practice Support Administrator • Joined Dec 2020
Marketing Assistant
View 25 members