Bonum Wealth
Financial Services • 
Glasgow, Scotland, United Kingdom • 1-10 Employees
Company overview
| Headquarters | Glasgow, Scotland, United Kingdom |
| Phone number | +448000234567 |
| Website | |
| NAICS | 52 |
| Keywords | Investment Planning, Trusts, Retirement Planning, Estate Planning, Protection, Pension Planning, Tax Efficient Investments, Regular Savings, Lifetime Planning, Cashflow Modelling, Family Savings, Offshore Investment Bonds |
| Founded | 2017 |
| Employees | 1-10 |
Key Contact at Bonum Wealth
Linda Gilbert
Director
Bonum Wealth Email Formats
Bonum Wealth uses 2 email formats. The most common is {first initial} (e.g., j@bonumwealth.co.uk), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@bonumwealth.co.uk | 50% |
{first name} | john@bonumwealth.co.uk | 50% |
About Bonum Wealth
Bonum Wealth has over 25 years of experience in financial planning and wealth management. Bonum Wealth is proud to be independent, not tied or restricted to any one company or provider. This means you can be sure that Bonum Wealth always acts in your best interests and those of your family and the next generation when creating solutions specific to your needs. The word "Bonum" is Latin for good. We work with good people, providing good advice and good planning solutions. At the heart of our business are our core values : trust, integrity, expert knowledge and precision. Combining these values with our professional standards and behaviours is key to providing you with a personalised, trustworthy and reliable service for many years to come. Company director, Stephen Grimes, is a Chartered Financial Planner. Being chartered is an important industry accolade and is considered the "gold standard" for professional financial planners in the UK. This qualification supports the practical experience which Stephen has gained over two decades in financial services. The two go hand in hand ensuring you receive high quality advice and guidance in line with regulatory requirements and ethical standards. The team at Bonum Wealth strive to deliver a personal, friendly and professional approach with all clients to assist them in working towards their financial objectives.
Bonum Wealth revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Bonum Wealth has never raised funding before.
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