Francis Wealth Management Ltd

Francis Wealth Management Ltd is a financial advisory firm that provides advice to clients on financial matters. They offer various services related to wealth management for individuals and businesses.
  • Tax planning
  • Corporate services
  • Retirement planning
  • Protection planning
  • Investment management
  • Mortgages and specialist banking
  • Intergenerational wealth management
Size
Small
Phone
N/A
Website
franciswealth.co.uk
Email
N/A
Locations
Eastlands Industrial Estate, Enterprise Centre, IP16 4US
01728830777
Blyth Houses, IP17 1WA
01728603845
9:00 - 17:00
Digital Popularity
Social Media
Company Details
Francis Wealth Management Ltd is operated by Francis Wealth Management Ltd and is a Active company incorporated on 1 June 2012 with the registered office located in Saxmundham, Suffolk. Francis Wealth Management Ltd was registered 13 years ago.
Status
Active
Size
Micro
Directors
2
Age
13 years old
Employees
3
Turnover
Unreported
Total Assets
£688.77K
Cash in Bank
Unreported
Total Liabilities
-£698K
Simon Harcourt Francis
Director • PSC • British • Lives in UK • Born in Apr 1968
More information on Francis Wealth Management Ltd
Teams
All
3
Management
2
Public Relations
1
Simon Francis
Director • Joined Dec 2011
Matthew Francis
Social Media Manager • Joined Jul 2020
Philippa Cornwell (Dip PFS)
Paraplanner • Joined Jun 2018
Simon Francis
Director • Joined Dec 2011
Philippa Cornwell (Dip PFS)
Paraplanner • Joined Jun 2018
Matthew Francis
Social Media Manager • Joined Jul 2020