Burfields House Wealth Management Revenue
Financial Services • 
Cranbrook, England, United Kingdom • 11-20 Employees
Burfields House Wealth Management revenue & valuation
| Annual revenue | $1,539,990 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,000,000 |
| Total funding | No funding |
Key Contacts at Burfields House Wealth Management
Gary Hobden
Managing Director
David Gridley
Sjp Founder Member And Senior Adviser At Burfields House Wealth Management Ltd
Company overview
| Headquarters | Burfields House, The Plain, Goudhurst, Kent TN17 1AE, GB |
| Phone number | +441580211211 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Trusts, Estate Planning, Financial Services, Investment Strategies, Wealth Management, Tax Planning, Private Clients, Isas, Iht Planning, Trustees, Business Owners, Investment Bonds, Wealth Managers, Intergenerational Wealth Planning, Bespoke Advice, Later Life Planning, Long Term Care Fees Planning, Pension & Retirement Planning, School Fees Planning |
| Founded | 1998 |
| Employees | 11-20 |
| Socials |
Burfields House Wealth Management Email Formats
Burfields House Wealth Management uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@burfieldshousewm.co.uk), used 55% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@burfieldshousewm.co.uk | 55% |
{first name}{last name} | johndoe@burfieldshousewm.co.uk | 25% |
{first name}.{last name} | john.doe@burfieldshousewm.co.uk | 15% |
{first initial}.{last name} | j.doe@burfieldshousewm.co.uk | 5% |
About Burfields House Wealth Management
Burfields House Wealth Management Ltd is a holistic Practice with offices in Goudhurst and Cranbrook, Kent. We specialise in providing high-quality bespoke advice to individuals, families, trustees and businesses, helping to plan their financial future and security. Client focus lies at the heart of everything we do. We thrive on building positive long-term relationships where we can make a difference and clients take value in our honest, straightforward approach. We can provide investment advice tailored specifically to each client across a wide range of services, including: Inheritance Tax and Estate Planning ISAs Investment Planning Pension and Retirement Planning Later life and care planning Trusts** Tax planning School & University Fees planning Corporate business services Access to specialist banking and mortgages “Life is very uncertain and our wealth of life experience helps us to manage our clients’ future when it comes to such things as financial needs, later life planning and the loss of a loved one.” David Cole, Director of Burfields House Wealth Management Ltd Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. **Trusts are not regulated by the Financial Conduct Authority. Burfields House 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). SJP Approved 31/10/2023
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Burfields House Wealth Management has 11 employees across 5 departments.
Departments
Number of employees
Funding Data
Burfields House Wealth Management has never raised funding before.
Burfields House Wealth Management Tech Stack
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