


Guardian Wealth Revenue
Financial Services • York, England, United Kingdom • 1-10 Employees
Guardian Wealth revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Key Contact at Guardian Wealth
Ben May
Managing Director
Company overview
| Headquarters | York, England, United Kingdom |
| Phone number | +447867977097 |
| Websites | |
| NAICS | 52 |
| Keywords | Investment Planning, Wealth Management, Retirement Planning, Financial Planning, Wealth Protection, Business Protection, Financial Wellbeing, Financial Life Planning |
| Employees | 1-10 |
About Guardian Wealth
Guardian Wealth is a boutique financial advisory & wealth management firm, designed to improve, protect and progress your financial well-being, to help you achieve the goals and aspirations that you have, both now and into the future. We are committed to building and sustaining long-term relationships based on trust, superior service, and the quality of our initial and ongoing advice which is often in the following areas: - Investment & Retirement Planning - Pensions advice - Income, Capital Gains, and Inheritance Tax - Self employed/limited company financial planning & business exits - Trusts & Structures for HNW individuals We give initial and ongoing recommendations, adjusted on an annual basis to ensure that our advice is always being updated to your circumstances. Being a Partner practice of St. James’s Place Wealth Management, we have access to their investment proposition for our clients, and St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group. More details on this are set out on the Group's website at: www.sjp.co.uk/products.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Guardian Wealth has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Guardian Wealth has never raised funding before.
Frequently asked questions
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