Omnium Wealth Management
Financial Services • 
Guildford, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | Queen Street, Gomshall, Surrey GU5 9LY, GB |
| Phone number | +441483205890 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Planning, Protection, Family Office, Inheritance Tax Planning, Long-Term Care, Mortgages And Equity Release, Trust Planning, Cash-Flow Modelling, Investment Portfolio Construction, Offshore Financial Planning, Pension Planning For Individuals |
| Founded | 2002 |
| Employees | 1-10 |
| Socials |
Key Contact at Omnium Wealth Management
Oliver Chick
Investment Director
Omnium Wealth Management Email Formats
Omnium Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@omniumwealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@omniumwealth.com | 50% |
{first name}{last name} | johndoe@omniumwealth.com | 50% |
About Omnium Wealth Management
We make it our business to get to know you to learn what you truly value in life and what you wish to achieve. Only then can we work with you to build a tailored investment strategy that offers both the peace of mind to meet your objectives and the flexibility to adapt to unforeseen circumstances. • Highly qualified experts - our team of highly qualified experts will advise and guide you through all areas of personal investment planning, portfolio construction, property related investment, pensions, trusts and taxation. • A lifetime cash-flow projection – we get to know you and your needs by using proven cash-flow forecasting. This provides a projection of your income and expenditure throughout your lifetime to help you plan for the future and make informed decisions about your finances. • Close to hand - we can meet you close to your home in Surrey, in London, or wherever you prefer. The importance to us is on personal contact, as often or as little as you want, so you are regularly informed, and confident we’re making the right decisions for you. • Independent - as we are privately-owned and truly independent we have access to the whole of the investment market to find solutions that are right for you. • Generational planning - we also support the planning through each of your family’s generations, with discount fees for referring family members. In addition to your dedicated adviser, you will be supported by a technical and administration team who will have a detailed knowledge of your affairs and who will be available to you on the phone, by email, or via our online investment tools. Together, we are here to guide you through life’s financial journey.
Omnium Wealth Management revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Omnium Wealth Management has 6 employees across 1 departments.
Departments
Number of employees
Funding Data
Omnium Wealth Management has never raised funding before.
Omnium Wealth Management Tech Stack
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