Velocity Financial Planning
Velocity Financial Planning provides financial planning services that assist clients in understanding and managing their wealth. They focus on guiding individuals through significant life transitions with customized financial strategies.
- Financial planning
- Retirement planning
- Investment management
- Life transition planning
- Divorce financial advice
Locations
Digital Popularity
Social Media
LinkedIn85 Followers
Competitors
Wren Sterling is an independent financial planning expert dedicated to helping individuals and families build a better financial future.
Warwick Financial Solutions has been providing personalised financial planning services in the Midlands since 1991.
Redmayne Bentley is one of the leading independently-owned private client investment management and stockbroking firms in the UK, established in 1875.
Company Details
Velocity Financial Planning is operated by Velocity Financial Planning Limited and is a Active company incorporated on 12 November 2020 with the registered office located in Coventry, West Midlands. Velocity Financial Planning Limited was registered 4 years ago.
Status
Active
Size
Micro
Directors
1
Age
4 years old
Employees
2
Turnover
Unreported
Total Assets
£28.54K
Cash in Bank
Unreported
Total Liabilities
-£14.76K
Teams
2
Founder & Chartered Financial Planner • Joined Dec 2020
Client Experience Manager • Joined Mar 2022