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Circle Wealth Partners

Circle Wealth Partners Email Formats

Financial ServicesFlag of GBWoking, England, United Kingdom11-20 Employees

Circle Wealth Partners Email Formats

Circle Wealth Partners uses 2 email formats. The most common is {first name} (e.g., john@circlewealth.co.uk), used 57.1% of the time.

FormatExamplePercentage
{first name}
john@circlewealth.co.uk
57.1%
{first initial}
j@circlewealth.co.uk
42.9%

Key Contacts at Circle Wealth Partners

Flag of GB

Nigel Harwood

Performance Director

Flag of GB

Matthew Parker

Director And Financial Planner

Company overview

HeadquartersChancery House, 30 St. Johns Road, Woking, Surrey GU21 7SA, GB
Website
NAICS52
SIC628
Keywords
Wealth Preservation, Wealth Creation, Private Equity, Financial Advice, Wealth Management, Tailored Advice, Wealth Succession, Bespoke Planning
Founded2010
Employees11-20

About Circle Wealth Partners

At Circle Wealth Partners, we understand that wealth is not just a number; it's a reflection of your aspirations, hard work and dreams for the future. Discover a bespoke approach that goes beyond numbers. We believe in building lasting partnerships based on trust, transparency, and a commitment to your financial wellbeing. Circle your way to financial success Circle Wealth Partners 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 title 'Partner Practice' is a marketing term used to describe St.James's Place representatives.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Director
Senior

Employees by Department

Circle Wealth Partners has 4 employees across 1 departments.

Departments

Number of employees

Funding Data

Circle Wealth Partners has never raised funding before.

Circle Wealth Partners Tech Stack

Discover the technologies and tools that power Circle Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Draftpress HFCM

Draftpress HFCM

WordPress plugins

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

PHP

PHP

Programming languages

Open Graph

Open Graph

Miscellaneous

Vimeo

Vimeo

Video players

WordPress

WordPress

Blogs

core-js

core-js

JavaScript libraries

jQuery Migrate

jQuery Migrate

JavaScript libraries

Google Analytics

Google Analytics

Analytics

MySQL

MySQL

Databases

Frequently asked questions

Circle Wealth Partners is located in Woking, England, GB.
Circle Wealth Partners was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.
Circle Wealth Partners has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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