Compass Financial
Compass Financial provides personal financial services, specializing in investments, retirement planning, and wealth management. They focus on understanding each client's unique circumstances to provide advice.
- Savings plans
- Wealth management
- Insurance services
- Retirement planning
- Investment management
- Inheritance tax planning
Locations
Digital Popularity
Social Media
Competitors
Prosperitas Wealth Planning Ltd offers a personal service that considers individual financial circumstances, helping clients navigate the complexities of financial planning.
Company Details
Compass Financial is operated by Compass Financial (UK) Limited and is a Active company incorporated on 1 May 2009 with the registered office located in Manchester, Greater Manchester. Compass Financial (UK) Limited was registered 16 years ago.
Status
Active
Size
Small
Directors
3
Age
16 years old
Employees
27
Turnover
Unreported
Total Assets
£2.36M
Cash in Bank
£476.3K
Total Liabilities
-£734.72K
Teams
21
15
6
2
Director And Principal • Joined May 2009
Finance Manager • Joined Nov 2023
Finance Director • Joined Dec 2020
Managing Director • Joined Mar 2020
Head Of Paraplanning
Head Of Advice • Joined Jan 2023
Client Care Manager
Directors Assistant/Client Care Manager • Joined Jun 2022
Acquisition Associate • Joined Mar 2025
Senior Paraplanner • Joined Apr 2023
Finance Manager • Joined Nov 2023
Finance Director • Joined Dec 2020
Head Of Paraplanning
Senior Paraplanner • Joined Apr 2023
Financial Adviser • Joined Jan 2021
Financial Advisor
Financial Adviser • Joined Jan 2022
Financial Planner • Joined Mar 2022
Paraplanner • Joined Jun 2022
Paraplanner • Joined Jan 2024
Director And Principal • Joined May 2009
Finance Director • Joined Dec 2020
Managing Director • Joined Mar 2020
Head Of Paraplanning
Head Of Advice • Joined Jan 2023
Client Care Manager
Directors Assistant/Client Care Manager • Joined Jun 2022
Acquisition Associate • Joined Mar 2025
View 21 members