de Lisle Financial Planning

de Lisle Financial Planning is a financial advisory service that assists small business owners and professionals approaching retirement in organizing their finances. The firm provides financial planning to help clients manage their financial situations.
  • Financial planning
  • Financial education
  • Investment management
  • Tax reduction strategies
  • Wealth growth and legacy planning
Size
Small
Phone
N/A
Website
delislefp.co.uk
Email
N/A
Locations
4, The Apple Store, Far Peak, GL54 3JL
01285707111
Digital Popularity
Social Media
Company Details
de Lisle Financial Planning is operated by De Lisle Financial Planning Ltd and is a Active company incorporated on 8 April 2021 with the registered office located in Cheltenham, Gloucestershire. De Lisle Financial Planning Ltd was registered 4 years ago.
Status
Active
Size
Micro
Directors
1
Age
4 years old
Employees
3
Turnover
Unreported
Total Assets
£77.07K
Cash in Bank
£36.69K
Total Liabilities
-£51.11K
James Andros De Lisle Wells
Director • PSC • Financial Adviser • British • Lives in UK • Born in Dec 1978
Lisa Emily De Lisle Wells
PSC • British • Lives in UK • Born in Aug 1987
More information on De Lisle Financial Planning Ltd
Teams
All
2
Sarah Sillars
Practice Manager • Joined Jul 2024
James De Lisle Wells CFP® APFS
Chartered Financial Planner • Joined Dec 2021