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
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 UK • Born in Jan 1975
Teams
All
8
Management
5
Sales
3
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
Financial Advisor • Joined Jan 2023
Paraplanner • Joined Jan 2024
Director Of Operations • Joined Jun 2023
Paraplanner • Joined Jan 2025
Financial Planner • Joined Jun 2024
Financial Advisor • Joined Jan 2023
Paraplanner • Joined Jan 2024
Client Services Executive • Joined Apr 2022
Client Services Executive • Joined Mar 2022
Client Services Executive • Joined May 2024