Principle Wealth Solutions Limited
Financial Services • 
Stafford, England, United Kingdom • 11-20 Employees
Company overview
| Headquarters | 8 NORTH WALLS, STAFFORD, STAFFORDSHIRE ST16 3AD, GB |
| Phone number | +441530267150 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Mortgages, Pensions, Financial Advice, Inheritance Tax, Retirement Planning, Insurance, Protection, Auto Enrolment |
| Founded | 2013 |
| Employees | 11-20 |
| Socials |
Key Contacts at Principle Wealth Solutions Limited
Leigh Kenny Dippfs
Director & Financial Planning Consultant
Ian Warburton Cemap
Director & Financial Planning Consultant
Principle Wealth Solutions Limited Email Formats
Principle Wealth Solutions Limited uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@principlewealthsolutions.co.uk), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@principlewealthsolutions.co.uk | 100% |
About Principle Wealth Solutions Limited
Principle Wealth Solutions Ltd provides advice and planning services for people who want to make the most of their finances. Principle Wealth Solutions was founded in Spring 2013 by a group of highly qualified professionals who collectively have over 150 years of experience in financial services. The Directors of the business Ian Warburton and Leigh Kenny, who were previously Senior Managers in a Wealth Management organisation, were keen to ensure face to face financial advice was available for those that need it following the removal of this advice service by a large number of High Street Banks. Principle Wealth Solutions Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning are one of the largest distributors of financial advice in the UK and using the latest technology can provide an extensive range of wealth management, retirement, protection, mortgage and investment services. A principle is a rule that has to be followed and for us that means meeting our clients financial needs with the right solutions and highest possible service. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of pension and investments can fall as well as rise. You may get back less than you invested. The Financial Conduct Authority do not regulate Auto Enrolment & Inheritance Tax Planning.
Principle Wealth Solutions Limited revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Principle Wealth Solutions Limited has 8 employees across 2 departments.
Departments
Number of employees
Funding Data
Principle Wealth Solutions Limited has never raised funding before.
Principle Wealth Solutions Limited Tech Stack
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