


Cross Border Financial Planning Email Formats
Financial Services • Chippenham, England, United Kingdom • 1-10 Employees
Cross Border Financial Planning Email Formats
Cross Border Financial Planning uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@cbfp.co.uk), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@cbfp.co.uk | 60% |
{first initial}{last name} | jdoe@cbfp.co.uk | 40% |
Key Contacts at Cross Border Financial Planning
Philip Teague
Director
Cathy Moore
Compliance Director
Company overview
| Headquarters | Bellinger Close, Business Cyber Centre, Unit 7, Greenways Business Park, Chippenham, England SN15 1BN, GB |
| Phone number | +441249400099 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Investment Management, Transatlantic Wealth Management, Multi Currency Investment Strategies, Us/Uk Cross Border Financial Planning |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
About Cross Border Financial Planning
Cross Border Financial Planning specialises in providing global wealth solutions to British expats who have left assets behind in the UK, and to foreign nationals who live and work in the UK. The advice we provide comprehensively considers the tax, currency, and legal implications for our globally mobile clients and their families. We specialise in: - Retirement Planning for British Expats - Investment Planning for British Expats - British Expats in the US - American Expats in the UK - Australian Expats in the UK - British Expats in Australia Whether you have relocated permanently or, alternatively, are regularly moving countries, our tailored solutions are designed to assist our clients in achieving their financial goals. Cross Border Financial Planning UK collaborates with both Cross Border Financial Planning USA and partners in Australia in order to provide specialised advice to British, American, and Australian expats. Contact us in order to learn more about how we provide independent solutions tailored to your circumstances.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Cross Border Financial Planning has 6 employees across 4 departments.
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Number of employees
Funding Data
Cross Border Financial Planning has never raised funding before.
Cross Border Financial Planning Tech Stack
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