Orion Financial Management Ltd

Orion Financial Management Ltd is a financial advisory firm that focuses on building and maintaining relationships with clients. They provide a range of services to help clients manage their wealth.
  • Tax planning
  • Corporate services
  • Retirement planning
  • Protection planning
  • Investment management
  • Mortgages and specialist banking
  • Intergenerational wealth management

Size
Large
Phone
N/A
Email
N/A
Locations
168 W George St, G2 2NR
9:00 - 17:00
98 Eastwood Blvd, SS0 0BY
07825715213
9:00 - 17:00
Pembrokeshire Science & Technology, Bridge Innovation Centre, SA72 6UN
07807519811
9:00 - 17:00
1st Floor, York House, Kingsway, WC2B 6UJ
9:00 - 17:00
23 Wellington Rd, TA1 5AN
07990833580
9:00 - 17:00
22, Island House, 200 Wandle Rd, SM4 9DS
02086463661
9:00 - 17:00
128 Avonmead, SN25 3PS
07813930454
9:00 - 17:00
4 Belgrave Rd, CB1 3DE
01223240838
9:00 - 17:00
8 Pentons Cl, GU34 4BE
07973412392
9:00 - 17:00
2nd Floor, Chancellor Court, 21 The Calls, LS2 7EH
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Chartsmore Wealth Ltd
Chartsmore Wealth Ltd is a financial advisory firm based in London, providing bespoke wealth management advice to individuals and businesses.
Dunne Wealth Management Limited
Dunne Wealth Management is a boutique wealth management firm based in the City of London, providing financial advice to successful senior executives, entrepreneurs and their families.
DF Wealth Management Limited
DF Wealth Management Limited is a wealth management business headquartered in London that focuses on providing market-leading financial services and advice for private clients across the UK.
Company Details
Orion Financial Management Ltd is operated by Orion Financial Management Limited and is a Active company incorporated on 26 June 2020 with the registered office located in Leighton Buzzard, Bedfordshire. Orion Financial Management Limited was registered 5 years ago.

Status
Active
Size
Micro
Directors
3
Age
5 years old
Employees
13
Turnover
Unreported
Total Assets
£1.15M
Cash in Bank
£23.65K
Total Liabilities
-£1.09M

Director • British • Lives in UK • Born in Oct 1963
Director • British • Lives in England • Born in Jun 1966
Director • British • Lives in England • Born in May 1965
Mr Matthew Peter Newman
PSC • British • Lives in UK • Born in Oct 1963
Mr Lee Michael Speakman
PSC • British • Lives in England • Born in May 1965
Mr Robert Harvey Gold
PSC • British • Lives in England • Born in Jun 1966
Teams
All
7
Management
5
Finance
3
Other
1
Director • Joined Sep 2013
Senior Mortgage Administrator • Joined Sep 2016
Wealth Management Administrator • Joined Jan 2022
Financial Adviser • Joined Nov 2024
Team Leader (Wealth Management) • Joined Jan 2019
Financial Advisor • Joined Nov 2022
Client Relations & Marketing • Joined Feb 2020
Director • Joined Sep 2013
Senior Mortgage Administrator • Joined Sep 2016
Financial Adviser • Joined Nov 2024
Team Leader (Wealth Management) • Joined Jan 2019
Financial Advisor • Joined Nov 2022
Wealth Management Administrator • Joined Jan 2022
Financial Adviser • Joined Nov 2024
Financial Advisor • Joined Nov 2022
Client Relations & Marketing • Joined Feb 2020