Athena Wealth Planning

Athena Wealth Planning is an independent financial advisory firm that provides financial planning services. They focus on understanding clients' needs to help individuals achieve their financial goals.
  • Pension planning
  • Insurance services
  • Investment strategies
  • Tax-efficient planning
  • Independent financial advice

Size
Small
Phone
01732 460521
Email
Available in Endole App
Locations
1, The Mews, 16 Holly Bush Ln, TN13 3TH
01732460521
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Throgmorton Private Capital Ltd
Throgmorton Private Capital Ltd is an independent financial advisory firm established in 2002, providing unbiased and unrestricted professional advice on a wide range of financial products.
Strategic Wealth Management
Strategic Wealth Management is a financial advisory firm that provides tailored investment strategies and financial planning services to help clients achieve their financial goals.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Athena Wealth Planning is operated by Athena Wealth Planning Limited and is a Active company incorporated on 16 June 2014 with the registered office located in Epsom, Surrey. Athena Wealth Planning Limited was registered 11 years ago.

Status
Active
Size
Micro
Directors
2
Age
11 years old
Employees
9
Turnover
Unreported
Total Assets
£458.09K
Cash in Bank
£374.17K
Total Liabilities
-£122.58K

Director • British,irish • Lives in England • Born in Aug 1977
Director • British • Lives in UK • Born in Jan 1975
Mrs Caroline Elisabeth Devonshire
PSC • British • Lives in England • Born in Jan 1975
Teams
All
8
Finance
4
Consulting
4
Sales
3
Executive
1
Client Services Executive • Joined Apr 2022
Client Services Executive • Joined Mar 2022
Client Services Executive • Joined May 2024
Director Of Operations • Joined Jun 2023
Paraplanner • Joined Jan 2025
Financial Planner • Joined Jun 2024
Paraplanner • Joined Jan 2024
Financial Advisor • Joined Jan 2023
Client Services Executive • Joined Apr 2022
Client Services Executive • Joined Mar 2022
Client Services Executive • Joined May 2024
Paraplanner • Joined Jan 2025
Financial Planner • Joined Jun 2024
Paraplanner • Joined Jan 2024
Financial Advisor • Joined Jan 2023
Paraplanner • Joined Jan 2025
Financial Planner • Joined Jun 2024
Paraplanner • Joined Jan 2024
Financial Advisor • Joined Jan 2023
Director Of Operations • Joined Jun 2023