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
Locations
View 53 addresses
Competitors
Chartsmore Wealth Ltd is a financial advisory firm based in London, providing bespoke wealth management advice to individuals and businesses.
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 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
Teams
7
3
3
1
Director • Joined Sep 2013
Senior Mortgage Administrator • Joined Sep 2016
Wealth Management Administrator • Joined Jan 2022
Financial Adviser • Joined Nov 2024
Financial Advisor • Joined Nov 2022
Team Leader (Wealth Management) • Joined Jan 2019
Client Relations & Marketing • Joined Feb 2020
Wealth Management Administrator • Joined Jan 2022
Financial Adviser • Joined Nov 2024
Financial Advisor • Joined Nov 2022
Director • Joined Sep 2013
Senior Mortgage Administrator • Joined Sep 2016
Team Leader (Wealth Management) • Joined Jan 2019
Client Relations & Marketing • Joined Feb 2020