Atherton & Associates Wealth Management Revenue
Financial Services • 
Nantwich, England, United Kingdom • 11-20 Employees
Atherton & Associates Wealth Management revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Key Contact at Atherton & Associates Wealth Management
Jamie Hull
Director & Chartered Financial Planner
Company overview
| Headquarters | 1 PARK ROAD, NANTWICH, CHESHIRE CW5 7AQ, GB |
| Phone number | +4412443374 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Wealth Management, Wealth Protection, Investment Planning, Financial Life Planning, Business Investment Planning |
| Founded | 2009 |
| Employees | 11-20 |
| Socials |
Atherton & Associates Wealth Management Email Formats
Atherton & Associates Wealth Management uses 3 email formats. The most common is {first initial} (e.g., j@athertonandassociates.co.uk), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@athertonandassociates.co.uk | 60% |
{first name}.{last name} | john.doe@athertonandassociates.co.uk | 26.7% |
{first name} | john@athertonandassociates.co.uk | 13.3% |
About Atherton & Associates Wealth Management
Based in Nantwich, in Cheshire, and assisting clients across the UK; our team of Financial Planners deliver comprehensive, easy to understand financial advice to business owners, directors, families and retired clients; helping to create financial wellbeing in the workplace and at home. Our clients are the focus of everything we do and we are committed to delivering the highest level of advice and service to each and every one. We aim to develop and maintain long-term, trusted relationships with individuals and businesses alike to achieve their financial goals and objectives, priding ourselves on honesty and integrity. In addition to the experience and expertise provided by members of the St. James’s Place Partnership, products and services from other providers have been carefully selected to complement the range of St. James’s Place Wealth Management products on offer. We believe the providers represent the “best of breed” in their respective categories and are capable of delivering the high standards you would expect. Atherton and Associates 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. SJP Approved 07/10/2024
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Atherton & Associates Wealth Management has 10 employees across 3 departments.
Departments
Number of employees
Funding Data
Atherton & Associates Wealth Management has never raised funding before.
Atherton & Associates Wealth Management Tech Stack
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