Eight Wealth Management
Eight Wealth Management is a Principal Partner Practice of St. James’s Place, providing expertise in financial planning for individuals and businesses. They offer services in various aspects of wealth management.
- Long Term Care
- Retirement Planning
- Investment Planning
- Financial Protection
- Entrepreneur Initiative
- Corporate Financial Planning
- Tax and Intergenerational Planning
Locations
Digital Popularity
Competitors
Premier Wealth Solutions Ltd (PWS) is a Financial Planning and Investment Solutions Provider that aims to support clients in building a plan for their financial future.
Aspirion Wealth provides personalised financial advice with a focus on helping clients achieve their aspirations.
Company Details
Eight Wealth Management is operated by Eight Wealth Management Limited and is a Active company incorporated on 26 March 2008 with the registered office located in Fareham, Hampshire. Eight Wealth Management Limited was registered 17 years ago.
Status
Active
Size
Small
Directors
5
Age
17 years old
Employees
99
Turnover
£14.46M
Total Assets
£28.9M
Cash in Bank
£309K
Total Liabilities
-£25.34M
Teams
108
50
44
21
21
13
5
Non Executive Chairman • Joined May 2022
CEO & Chartered Financial Planner • Joined Jan 2000
People & Culture Partner • Joined Jan 2025
Executive Coordinator • Joined Mar 2025
Client Executive • Joined Jun 2022
Marketing Executive • Joined Jul 2024
Client Executive • Joined Nov 2024
Client Executive • Joined Jun 2024
Marketing Executive • Joined Feb 2024
Client Executive • Joined Feb 2022
CEO & Chartered Financial Planner • Joined Jan 2000
Head Of Mortgages • Joined Mar 2024
Senior Wealth Manager • Joined Jan 2024
Director Of Finance • Joined Sep 2023
Business Development Director & Chartered Financial Planner • Joined Jun 2018
Financial Administrator • Joined Aug 2023
Wealth Management Consultant • Joined Sep 2018
Wealth Management Consultant • Joined Apr 2023
Wealth Management Consultant • Joined Apr 2008
Wealth Management Consultant • Joined Apr 2019
Client Executive • Joined Jun 2022
Marketing Executive • Joined Jul 2024
Client Executive • Joined Nov 2024
Client Executive • Joined Jun 2024
Marketing Executive • Joined Feb 2024
Client Executive • Joined Feb 2022
Client Executive • Joined Sep 2021
Client Executive • Joined Feb 2023
Client Executive • Joined Feb 2022
Client Executive • Joined Feb 2023
CEO & Chartered Financial Planner • Joined Jan 2000
People & Culture Partner • Joined Jan 2025
Business Development Director & Chartered Financial Planner • Joined Jun 2018
Wealth Consultant • Joined Oct 2015
Wealth Management Consultant • Joined Sep 2018
Wealth Management Consultant • Joined Apr 2023
Wealth Management Consultant • Joined Apr 2008
Wealth Management Consultant • Joined Apr 2019
Wealth Management Consultant • Joined Jun 2016
Wealth Management Consultant • Joined Nov 2021
Client Experience Administrator • Joined Jan 2023
Financial Adviser • Joined Sep 2022
Financial Adviser • Joined Mar 2025
Adviser • Joined Jul 1999
Financial Adviser • Joined Jan 2025
Adviser • Joined Dec 2012
Corporate Receptionist • Joined Nov 2017
Review Writer
Brand Support • Joined Nov 2018
Financial Adviser • Joined Sep 2021
Client Executive • Joined Jun 2022
Marketing Executive • Joined Jul 2024
Client Executive • Joined Nov 2024
Client Executive • Joined Jun 2024
Marketing Executive • Joined Feb 2024
Client Executive • Joined Feb 2022
Client Executive • Joined Sep 2021
Client Executive • Joined Feb 2023
Client Executive • Joined Feb 2022
Client Executive • Joined Feb 2023
Head Of People & Culture • Joined Jul 2024
Head Of Marketing And Operations • Joined May 2020
Head Of Advisory G&D • Joined Jun 2024
Event Coordinator • Joined Jan 2022
Creative Assistant • Joined Aug 2022
View 108 members