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Cross Border Financial Planning

Cross Border Financial Planning Email Formats

Financial ServicesFlag of GBChippenham, England, United Kingdom1-10 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.

FormatExamplePercentage
{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

Flag of GB

Philip Teague

Director

Flag of GB

Cathy Moore

Compliance Director

Company overview

HeadquartersBellinger Close, Business Cyber Centre, Unit 7, Greenways Business Park, Chippenham, England SN15 1BN, GB
Phone number+441249400099
Website
NAICS52
SIC628
Keywords
Retirement Planning, Investment Management, Transatlantic Wealth Management, Multi Currency Investment Strategies, Us/Uk Cross Border Financial Planning
Founded2016
Employees1-10
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

Entry
Manager
Director

Employees by Department

Cross Border Financial Planning has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Cross Border Financial Planning has never raised funding before.

Cross Border Financial Planning Tech Stack

Discover the technologies and tools that power Cross Border Financial Planning's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Yoast SEO Premium

Yoast SEO Premium

SEO

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

Open Graph

Open Graph

Miscellaneous

WP Rocket

WP Rocket

Caching

WordPress

WordPress

Blogs

MySQL

MySQL

Databases

Microsoft 365

Microsoft 365

Email

Yoast SEO

Yoast SEO

SEO

Frequently asked questions

Cross Border Financial Planning is located in Chippenham, England, GB.
You can reach Cross Border Financial Planning at +441249400099.
Cross Border Financial Planning was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.
Cross Border Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
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tier 1 accuracy

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