Prospeo
Hero Section BackgroundHero Section Background
Guardian Wealth

Guardian Wealth Revenue

Financial ServicesFlag of GBYork, England, United Kingdom1-10 Employees

$

Guardian Wealth revenue & valuation

Annual revenue$256,665
Revenue per employee$86,000
Estimated valuation?$821,328
Total fundingNo funding

Key Contact at Guardian Wealth

Flag of GB

Ben May

Managing Director

Company overview

HeadquartersYork, England, United Kingdom
Phone number+447867977097
Websites
NAICS52
Keywords
Investment Planning, Wealth Management, Retirement Planning, Financial Planning, Wealth Protection, Business Protection, Financial Wellbeing, Financial Life Planning
Employees1-10

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

C-Suite

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

Guardian Wealth is located in York, England, GB.
You can reach Guardian Wealth at +447867977097.
Guardian Wealth generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.
Guardian Wealth has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Guardian Wealth 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
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles