Concerva Limited - Chartered Financial Planners
Financial Services • 
Salford, England, United Kingdom • 11-20 Employees
Company overview
| Headquarters | Barnfield House, The Approach, Manchester, M3 7BX, GB |
| Phone number | +441618193636 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2002 |
| Employees | 11-20 |
| Socials |
Key Contacts at Concerva Limited - Chartered Financial Planners
Martin Kettle
Director/Chartered Financial Planner - Apfs
Martyn Mulligan
Managing Director : Hr, Marketing & Finance
Nigel Charlwood
Director
Mark Tomlinson
Director
Concerva Limited - Chartered Financial Planners Email Formats
Concerva Limited - Chartered Financial Planners uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@concerva.co.uk), used 81.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@concerva.co.uk | 81.2% |
{first name}.{last name} | john.doe@concerva.co.uk | 18.8% |
About Concerva Limited - Chartered Financial Planners
At Conçerva we recognise that all of our clients are unique. For this reason our bespoke service is tailored to understand and satisfy all of our clients financial needs, not only now but in the future. Independent Financial Advice is a very personal matter and cannot easily be discussed over the phone or via email. We will therefore meet our clients face to face and discuss their financial objectives and only then make firm recommendations. We offer all of our clients advice throughout all of Life's Stages The Conçerva Difference: -We hold Corporate Chartered Status -All members of our team have different skills and qualifications and work on all clients -We have designed our business around a professional practice model -We operate a team based approach and communicate openly ensuring every client recieves the best advice -All our team are salaried - we are not paid for "selling products" -High levels of technical expertise throughout the team with all areas of advice covered
Concerva Limited - Chartered Financial Planners revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Concerva Limited - Chartered Financial Planners has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Concerva Limited - Chartered Financial Planners has never raised funding before.
Concerva Limited - Chartered Financial Planners Tech Stack
Discover the technologies and tools that power Concerva Limited - Chartered Financial Planners's digital infrastructure, from frameworks to analytics platforms.
Security
JavaScript libraries
Reverse proxies
Photo galleries
Form builders
JavaScript libraries
Miscellaneous
Programming languages
Blogs
JavaScript libraries
Databases
Miscellaneous
United States
Frequently asked questions
4.8
40,000 users
