Financial Goal Attainment Ltd

Financial Goal Attainment Ltd is an independent financial advisory firm that provides services for clients, including high-net-worth individuals and families. They specialise in residential mortgages, commercial lending, insurance, and estate planning.
  • Life Insurance
  • Wealth Management
  • Commercial Lending
  • Residential Mortgages
  • Critical Illness Cover
  • Wills and Estate Planning
  • Independent Financial Advice
Size
Small
Phone
N/A
Website
financialgoalattainment.uk
Email
N/A
Locations
frieslawn farm centre, B3, TN15 7LH
01959563882
9:00 - 17:00
Digital Popularity
Social Media
Company Details
Financial Goal Attainment Ltd is operated by Financial Goal Attainment Limited and is a Active company incorporated on 17 March 2014 with the registered office located in Harrow, Greater London. Financial Goal Attainment Limited was registered 11 years ago.
Status
Active
Size
Micro
Directors
1
Age
11 years old
Employees
2
Turnover
£566.27K
Total Assets
£187.69K
Cash in Bank
£57.29K
Total Liabilities
-£108.93K
Mr Bhavik Patel
Director • Mortgage Broker • British • Lives in UK • Born in Jul 1974
Khayjai Limited
PSC
More information on Financial Goal Attainment Limited
Teams
All
4
Finance
3
Technical Support
1
Paul Hooper
Information Technology Specialist • Joined May 2020
Nicola Smith
Financial Assistant
Jayan Patel
Mortgage Broker • Joined Dec 2023
Becky Payne Advdipfa Cemap Cerer
Chartered Independent Financial Advisor • Joined Feb 2019
Nicola Smith
Financial Assistant
Jayan Patel
Mortgage Broker • Joined Dec 2023
Becky Payne Advdipfa Cemap Cerer
Chartered Independent Financial Advisor • Joined Feb 2019
Paul Hooper
Information Technology Specialist • Joined May 2020