Estate Planning Solutions

Estate Planning Solutions Limited, established in 2002, provides independent financial advice to individuals, families, and businesses across the UK. The company focuses on understanding clients' individual needs and regularly reviewing their financial products.
  • Pensions
  • Insurance
  • Investments & savings
  • Independent financial advice
  • Training for law and accountancy firms
  • Expert witness services in litigation cases

Size
Small
Phone
N/A
Email
Available in Endole App
Locations
1B Wattville Rd, B66 2NU
07791527126
9:00 - 18:00
Suite 2E, Manchester International Office Centre, Styal Rd, M22 5WB
08007816658
8:30 - 17:00
8 New Walk, HU17 7AD
Digital Popularity
Social Media
Competitors
Lifewing Consultants Ltd
Lifewing Consultants Ltd is a small firm of Independent Financial Advisers with over 45 years of combined experience, based in Cheshire and the South East of England.
Company Details
Estate Planning Solutions is operated by Estate Planning Solutions Limited and is a Active company incorporated on 5 June 2002 with the registered office located in Beverley, East Riding of Yorkshire. Estate Planning Solutions Limited was registered 23 years ago.

Status
Active
Size
Micro
Directors
2
Age
23 years old
Employees
2
Turnover
Unreported
Total Assets
£254.79K
Cash in Bank
Unreported
Total Liabilities
-£44.64K

Director • British • Lives in England • Born in Nov 1971
Secretary • British • Lives in UK • Born in Feb 1943
Mr Martin John Coulter
PSC • British • Lives in England • Born in Nov 1971
Teams
All
16
Management
13
Legal
4
Director
Office Manager • Joined Jul 2023
Legal Department Manager • Joined Feb 2019
Sales Administration & Marketing Manager • Joined Nov 2020
Sales And Business Development Manager
Consultant • Joined Jun 2009
Production Administrator • Joined Feb 2016
Business Administrator • Joined Dec 2023
Senior Consultant
Director
Office Manager • Joined Jul 2023
Legal Department Manager • Joined Feb 2019
Sales Administration & Marketing Manager • Joined Nov 2020
Sales And Business Development Manager
Consultant • Joined Jun 2009
Production Administrator • Joined Feb 2016
Business Administrator • Joined Dec 2023
Senior Consultant
Legal Department Manager • Joined Feb 2019
Estate Planning Consultant • Joined Jan 2020
Estate Planning Consultant • Joined Feb 2014
Estate Planning Consultant • Joined Oct 2014
View 16 members