Adams & Bowles Wealth Management
Financial Services • 
West Malling, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 30 Churchill Square, Kings Hill, West Malling, England ME19 4YU, GB |
| Phone number | +4412211708 |
| Website | |
| NAICS | 52 |
| Keywords | Investment Planning, IHT, Retirement Planning, Protection Planning |
| Employees | 1-10 |
| Socials |
Key Contacts at Adams & Bowles Wealth Management
Luke Adams Dipfa
Managing Director
Daniel Bowles
Managing Director
About Adams & Bowles Wealth Management
The financial world we now live in is ever changing and more complex than ever before. The need for bespoke face to face financial advice to enhance and protect your wealth has never been more important than it is today. Despite all of this, regular advice is not easily accessible to the public, as the majority of financial services providers offering personal advice has drastically reduced over the years. This means that many people are simply unable to benefit from professional financial planning. Here at Adams & Bowles Wealth Management this is a service that we pride ourselves on. We do this by building strong, long lasting relationships with each client, putting their needs and requirements at the heart of everything we do. We very carefully consider each individual’s goals and aspirations, allowing us to provide professional tailor made solutions. We are able to offer a no obligation, comprehensive financial review of your circumstances, which would include: - Retirement Planning - Investment Planning - Savings Planning - Mortgage PLanning - Long Term Care Planning - Personal Protection Including Life & Critical Illness Cover - Business Protection Including Key Man Insurance - Inheritance Tax & Estate Planning Working as a Partner Practice of St. James's Place Wealth Management, allows us to provide our clients with an extensive range of products and services whilst giving you the added backing of a FTSE 100 company. We look forward to building a professional and valued relationship with you in the future. Your home may be repossessed if you do not keep up repayments on your mortgage. Adams & Bowles Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Adams & Bowles Wealth Management revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Adams & Bowles Wealth Management has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Adams & Bowles Wealth Management has never raised funding before.
Adams & Bowles Wealth Management Tech Stack
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