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
Medium
Directors
5
Age
17 years old
Employees
107
Turnover
£17.78M
Total Assets
£28.41M
Cash in Bank
£1.13M
Total Liabilities
-£24.36M
Teams
108
79
51
21
14
13
6
Non Executive Chairman • Joined May 2022
CEO & Chartered Financial Planner • Joined Jan 2000
Executive Coordinator • Joined Mar 2025
People & Culture Partner • Joined Jan 2025
Client Executive • Joined Feb 2022
Client Executive • Joined Sep 2021
Client Executive • Joined Nov 2024
Client Executive • Joined Jun 2024
Marketing Executive • Joined Feb 2024
Client Executive • Joined Feb 2023
Non Executive Chairman • Joined May 2022
CEO & Chartered Financial Planner • Joined Jan 2000
People & Culture Partner • Joined Jan 2025
Client Executive • Joined Feb 2022
Client Executive • Joined Sep 2021
Client Executive • Joined Nov 2024
Client Executive • Joined Jun 2024
Marketing Executive • Joined Feb 2024
Client Executive • Joined Feb 2023
Client Executive • Joined Jun 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 Apr 2019
Wealth Management Consultant • Joined Apr 2008
Wealth Management Consultant • Joined Mar 2020
Wealth Management Consultant • Joined Mar 2020
Marketing Executive • Joined Feb 2024
Marketing Executive • Joined Jul 2024
Marketing Executive • Joined Aug 2023
Communications Project Lead • Joined Jun 2021
Business Development Executive • Joined Feb 2015
Business Development Manager • Joined Jun 2018
Growth & Development Manager • Joined Jan 2025
Head Of Marketing And Operations • Joined May 2020
CRM Coordinator • Joined Feb 2019
Event Coordinator • Joined Jan 2022
Client Experience Administrator • Joined Jan 2023
Adviser • Joined Jul 1999
Financial Adviser • Joined Jan 2025
Financial Adviser • Joined Sep 2022
Financial Adviser • Joined Mar 2025
Adviser • Joined Dec 2012
Financial Adviser • Joined Sep 2021
Corporate Receptionist • Joined Nov 2017
Adviser Support • Joined Apr 2020
Brand Support • Joined Nov 2018
Client Executive • Joined Feb 2022
Client Executive • Joined Sep 2021
Client Executive • Joined Nov 2024
Client Executive • Joined Jun 2024
Marketing Executive • Joined Feb 2024
Client Executive • Joined Feb 2023
Client Executive • Joined Jun 2022
Client Executive • Joined Feb 2022
Client Executive • Joined Feb 2023
Marketing Executive • Joined Jul 2024
Executive Coordinator • Joined Mar 2025
Financial Administrator • Joined Aug 2023
Business Services Coordinator • Joined Dec 2023
Business Services Coordinator • Joined Oct 2023
Client Experience Administrator • Joined Jan 2023
Corporate Receptionist • Joined Nov 2017
View 108 members