Chalice Financial Planning Limited

Financial Services • Glastonbury, England, United Kingdom • 1-10 Employees

Company overview

Headquarters	6 Ashcott Close, Glastonbury, England BA6 9GN, GB
Phone number	+4415129181
Website	chalicefinancialplanning.co.uk
NAICS	52
Founded	2023
Employees	1-10

Key Contact at Chalice Financial Planning Limited

Paulo Costa - Chartered Associate Libf

Director

About Chalice Financial Planning Limited

Chalice Financial Planning, a dynamic and emerging financial advisory firm, is dedicated to establishing a lasting legacy in the industry. Although our company is in its early stages, we are driven by a steadfast commitment to serving our clients for generations to come. Our vision is rooted in the belief that sound financial guidance should be a timeless and unwavering resource, and we are dedicated to building a future where our expertise and client-centric approach continue to thrive. The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives. Chalice Financial Planning Limited is registered in England and Wales, Number 15129181. Registered Office: 6 Ashcott Close, Glastonbury, BA6 9GN. SJP Approved 21/01/2024

Chalice Financial Planning Limited revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Chalice Financial Planning Limited has never raised funding before.

Frequently asked questions

Chalice Financial Planning Limited is located in Glastonbury, England, GB.

You can reach Chalice Financial Planning Limited at +4415129181.

Chalice Financial Planning Limited was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Chalice Financial Planning Limited has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Chalice Financial Planning Limited

Paulo Costa - Chartered Associate Libf

Director

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