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
Locations
Competitors
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
£256.31K
Cash in Bank
Unreported
Total Liabilities
-£40.54K
Teams
16
7
5
4
4
4
Director
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
Director
Office Manager • Joined Jul 2023
Legal Department Manager • Joined Feb 2019
Sales And Business Development Manager
Business Administrator • Joined Dec 2023
Senior Consultant
Sales Administration & Marketing Manager • Joined Nov 2020
Sales And Business Development Manager
Consultant • Joined Jun 2009
Senior Consultant
Ser
Legal Department Manager • Joined Feb 2019
Estate Planning Consultant • Joined Oct 2014
Estate Planning Consultant • Joined Feb 2014
Estate Planning Consultant • Joined Jan 2020
Consultant • Joined Jun 2009
Senior Consultant
Senior Estate Planning Consultant • Joined Nov 2015
Senior Estate Planning Consultant • Joined Mar 2023
Office Manager • Joined Jul 2023
Legal Department Manager • Joined Feb 2019
Production Administrator • Joined Feb 2016
Business Administrator • Joined Dec 2023
View 16 members