Aquila Financial Management Ltd

Aquila Financial Management Ltd is an independent financial advisory firm in the West Country, offering financial planning services to its clients. The firm has developed specialist areas over the years, including investment planning, trust work, inheritance tax planning, and retirement options.
  • Advice on Pensions
  • Retirement Planning
  • Inheritance Planning
  • Investment Portfolios
  • Advice on Business Protection
  • Financial Analysis and Planning

Size
Small
Phone
01392 411159
Email
Available in Endole App
Locations
The Summit, Woodwater Park, Pynes Hill, EX2 5WS
01392411159
Digital Popularity
Social Media
Competitors
Bright Future Financial Planning & Wealth Management IFA Lyme Regis
Bright Future Financial is an independent financial advisory firm that specialises in financial planning and wealth management services.
Beckworth Financial Services Ltd
Beckworth Financial Services Ltd is dedicated to providing expert financial advice tailored to individual client needs.
Company Details
Aquila Financial Management Ltd is operated by Aquila Financial Management Limited and is a Active company incorporated on 11 April 2001 with the registered office located in Exeter, Devon. Aquila Financial Management Limited was registered 24 years ago.

Status
Active
Size
Micro
Directors
5
Age
24 years old
Employees
13
Turnover
Unreported
Total Assets
£397.24K
Cash in Bank
£104.51K
Total Liabilities
-£98.27K

Director • Lives in England • Born in Nov 1971
Director • British • Lives in UK • Born in May 1966
Director • Lives in UK • Born in Jan 1975
Director • Lives in UK • Born in May 1980
Director • British • Lives in UK • Born in Feb 1982
Simpkins Edwards Services Limited
PSC
Teams
All
10
Administration
4
Management
3
Finance
3
Sales
1
Other
2
Office Manager
Client Liaison Manager • Joined Nov 2023
Administrator • Joined Jan 2018
Administrator In Finance
Long Term Care Consultant • Joined Jan 2013
Wealth Management & Investment Paraplanner • Joined Jan 2024
Adminstrator/Secretary • Joined Nov 2013
Senior Financial Planner • Joined May 2018
Personal Secretary
Financial Planner • Joined Nov 2021
Office Manager
Administrator • Joined Jan 2018
Adminstrator/Secretary • Joined Nov 2013
Personal Secretary
Office Manager
Senior Financial Planner • Joined May 2018
Financial Planner • Joined Nov 2021
Wealth Management & Investment Paraplanner • Joined Jan 2024
Senior Financial Planner • Joined May 2018
Financial Planner • Joined Nov 2021
Client Liaison Manager • Joined Nov 2023
Administrator In Finance
Long Term Care Consultant • Joined Jan 2013