Clairville York
Clairville York is an independent financial advisory firm based in Sutton, England, providing financial planning advice to a diverse clientele. They focus on understanding individual ambitions to create and manage financial plans.
- Business protection
- School fees planning
- Long term care planning
- Financial planning advice
Locations
Digital Popularity
Social Media
LinkedIn125 Followers
Competitors
Unbiased Independent Financial Advisers Ltd is a trusted partner in financial planning, dedicated to providing expert guidance and personalised services tailored to unique financial needs.
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.
Company Details
Clairville York is operated by IWP Financial Planning Limited and is a Active company incorporated on 10 January 2001 with the registered office located in Coventry, Warwickshire. IWP Financial Planning Limited was registered 24 years ago.
Status
Active
Size
Unreported
Directors
9
Age
24 years old
Employees
115
Turnover
£13.28M
Total Assets
£38.97M
Cash in Bank
£1.21M
Total Liabilities
-£11.37M
Teams
12
7
5
3
3
Owner
Director • Joined Nov 2001
Client Services Manager • Joined Jan 2015
Client Services Administrator • Joined Jan 2018
Employee
Paraplanner (DipPFS) • Joined Nov 2018
Paraplanner • Joined Jun 2019
Mortgage Adviser • Joined Jan 2015
Senior Paraplanner • Joined Dec 2023
Independent Financial Adviser • Joined Jul 2007
Owner
Director • Joined Nov 2001
Client Services Manager • Joined Jan 2015
Paraplanner • Joined Jun 2019
Senior Paraplanner • Joined Dec 2023
Independent Financial Adviser • Joined Jul 2007
Paraplanner • Joined Nov 2021
Paraplanner • Joined Jun 2019
Mortgage Adviser • Joined Jan 2015
Senior Paraplanner • Joined Dec 2023
Independent Financial Adviser • Joined Jul 2007
Paraplanner • Joined Nov 2021
Client Services Manager • Joined Jan 2015
Client Services Administrator • Joined Jan 2018
Mortgage Adviser • Joined Jan 2015
Employee
Paraplanner (DipPFS) • Joined Nov 2018
Employee
View 12 members