Surrey Hills Private Clients

Surrey Hills Private Clients is a financial advisory practice that provides financial planning advice to clients. The firm focuses on building long-term relationships based on trust and service.
  • Tax planning
  • Corporate services
  • Retirement planning
  • Protection planning
  • Investment management
  • Mortgages and specialist banking
  • Intergenerational wealth management
Size
Small
Phone
01737 370764
Website
surreyhillsprivateclients.co.uk
Email
N/A
Locations
2A Moreton Rd, KT4 8EZ
07891615946
9:00 - 17:00
130 Hillside, SM7 1HA
07891615946
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Brooks Financial Planning Limited
Brooks Financial Planning Limited is a financial advisory firm that focuses on helping clients achieve their financial goals through personalised advice and long-term relationships.
Company Details
Surrey Hills Private Clients is operated by St. James's Place Wealth Management Plc and is a Active company incorporated on 24 November 2000 with the registered office located in Cirencester, Gloucestershire. St. James's Place Wealth Management Plc was registered 25 years ago.
Status
Active
Size
Large
Directors
7
Age
25 years old
Employees
Unreported
Turnover
£1.31B
Total Assets
£829.81M
Cash in Bank
£9.43M
Total Liabilities
-£687.39M
John Charles Fortescue Hitchins
Director • Non-Executive Director • British • Lives in England • Born in Feb 1955
Caroline Mary Waddington
Director • Chief Financial Officer • British • Lives in England • Born in Feb 1969
Philip William Best
Director • British • Lives in England • Born in Dec 1960
James Conrad Ian Rainbow
Director • Chief Executive Officer Of SJPWM Plc • British • Lives in England • Born in Apr 1975
Rooney Anand
Director • Independent Non-Executive Director • British • Lives in England • Born in May 1964
Andrew Moss
Director • British • Lives in England • Born in May 1964
More information on St. James's Place Wealth Management Plc