Avidity Wealth Management
Avidity Wealth Management is a financial planning practice that focuses on understanding client needs and objectives. They integrate financial planning with long-term goals.
- Tax Planning
- Investment Advice
- Protection Advice
- Retirement Planning
Locations
Competitors
Saltus is a wealth management firm that provides a range of financial planning and investment management services to individuals and institutions.
TISCO is a Chartered Financial Planning firm and Independent Financial Advisers based in St Albans, Hertfordshire.
Lifetime Group is a leading UK wealth advisory firm that focuses on delivering bespoke, long-term financial planning solutions.
Lumin Wealth Management provides personable financial advice alongside investment management services.
Company Details
Avidity Wealth Management is operated by Avidity Wealth Management Limited and is a Active company incorporated on 29 April 2010 with the registered office located in St. Albans, Hertfordshire. Avidity Wealth Management Limited was registered 15 years ago.
Status
Active
Size
Small
Directors
4
Age
15 years old
Employees
22
Turnover
Unreported
Total Assets
£3.62M
Cash in Bank
£1.66M
Total Liabilities
-£2.76M
Teams
20
14
14
3
1
2
Director • Joined Apr 1987
Director
Director • Joined Apr 2023
Director And Principle Financial Adviser • Joined Apr 2009
Post Sales Administrator • Joined Jun 2014
Financial Services Administrator Apprentice • Joined May 2023
Senior Financial Adviser • Joined Apr 2023
Paraplanner • Joined Sep 2018
Financial Adviser • Joined Sep 2022
Financial Adviser • Joined Apr 2010
Senior Financial Adviser • Joined Apr 2023
Paraplanner • Joined Sep 2018
Financial Adviser • Joined Sep 2022
Financial Adviser • Joined Apr 2010
Paraplanner • Joined Nov 2013
Paraplanner • Joined Aug 2015
Paraplanner • Joined Feb 2022
Financial Adviser • Joined Oct 2014
Chartered Financial Planner • Joined Sep 2016
Financial Adviser • Joined Sep 2022
Senior Financial Adviser • Joined Apr 2023
Paraplanner • Joined Sep 2018
Financial Adviser • Joined Sep 2022
Financial Adviser • Joined Apr 2010
Paraplanner • Joined Nov 2013
Paraplanner • Joined Aug 2015
Paraplanner • Joined Feb 2022
Financial Adviser • Joined Oct 2014
Chartered Financial Planner • Joined Sep 2016
Financial Adviser • Joined Sep 2022
Director • Joined Apr 1987
Director
Director • Joined Apr 2023
Post Sales Administrator • Joined Jun 2014
Director And Principle Financial Adviser • Joined Apr 2009
Financial Services Administrator Apprentice • Joined May 2023
View 20 members