Qi Financial Solutions

Qi Financial Solutions provides independent financial advice and wealth management. Established in 1992, they serve individuals, families, charities, and businesses in London and the South East.
  • Inheritance tax planning
  • Retirement planning and pension advice
  • Investment advice and wealth management
  • Retirement income options and tax planning
  • Estate planning and family wealth transfer

Size
Small
Phone
N/A
Email
N/A
Locations
42A Tamworth Rd, CR0 1XU
02086553322
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Equilibrium
Equilibrium is an independent financial planning company that offers a comprehensive range of services, including financial planning, investment management, and tax mitigation.
Argentum Financial Planning Ltd
Argentum Financial Planning Ltd is a privately owned firm that provides independent holistic financial advice.
Miller Knight
Miller Knight is a financial planning and wealth management firm dedicated to helping clients secure a comfortable retirement lifestyle.
Company Details
Qi Financial Solutions is operated by Qi Financial Solutions Limited and is a Active company incorporated on 26 September 2000 with the registered office located in Croydon, Greater London. Qi Financial Solutions Limited was registered 24 years ago.

Status
Active
Size
Micro
Directors
4
Age
24 years old
Employees
7
Turnover
Unreported
Total Assets
£235.28K
Cash in Bank
Unreported
Total Liabilities
-£99.28K

Director • Asset Manager • Swedish • Lives in Sweden • Born in Jan 1972
Director • PSC • British • Lives in England • Born in Oct 1979
Director • PSC • British • Lives in England • Born in Mar 1978
Söderberg & Partners Holding AB
PSC
Teams
All
6
Finance
5
Consulting
5
Office & Accounts Manager • Joined Dec 2010
Director & Chartered Financial Planner • Joined Jan 2019
Paraplanner And Research Analyst • Joined Sep 2021
Chartered Financial Planner • Joined Apr 2022
Mortgage Adviser • Joined Jul 2015
Financial Advisor
Office & Accounts Manager • Joined Dec 2010
Director & Chartered Financial Planner • Joined Jan 2019
Chartered Financial Planner • Joined Apr 2022
Mortgage Adviser • Joined Jul 2015
Financial Advisor
Director & Chartered Financial Planner • Joined Jan 2019
Paraplanner And Research Analyst • Joined Sep 2021
Chartered Financial Planner • Joined Apr 2022
Equity Release Adviser • Joined Feb 2020
Financial Advisor