


EA Wealth
Financial Services • Norwich, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 52 Colgate, Norwich, Norfolk NR3 1DD, GB |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Trusts, Wealth Management, Personal Service, Tax, Portfolio Management, Private Clients, Contractors, Protection, Business Owners, Inheritance Planning, Pension Drawdown, Professional Partnerships, City Professionals, Regular Reviews, Company Directors, Advice In Retirement, Cash And Borrowings, Face-To-Face Approach, Long Standing Relationships, Senior Corporate Executives |
| Founded | 2018 |
| Employees | 1-10 |
Key Contact at EA Wealth
Dan Giacomelli
Director
About EA Wealth
At EA Wealth our business is built around our core principles of trust, integrity, openness, and a commitment to consistently deliver superior customer service and expert advice. At the heart of everything we do is the strength of the relationships we have built and continue to build with our clients and their families. We take great pride in the personable service and quality advice that we provide and we feel privileged to advise clients who have trusted us with their financial planning needs. We firmly believe that always acting in our clients' best interests will allow us to continue to look after our existing clients as well as working with new ones through continued personal recommendation. We very much see EA Wealth as a family Practice and look forward to delivering the same quality of advice to the future generations for many years to come. We offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to: - Build or preserve capital to achieve your future aspirations - Simply invest tax efficiently - Gain financial protection against risk - Manage your wealth for succession planning The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested. EA Wealth is a trading name of East Anglia Wealth management ltd. Trusts are not regulated by the Financial Conduct Authority. East Anglia Wealth Management 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 titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
EA Wealth revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
EA Wealth has never raised funding before.
EA Wealth Tech Stack
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