


Seifert & Dunk Wealth Management
Financial Services • High Wycombe, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 204 Penn Road, High Wycombe, Buckinghamshire HP15 7NU, GB |
| Phone number | +4410911722 |
| Website | |
| NAICS | 52 |
| Keywords | Mortgages, Tax Planning, Investment Planning, Financial Advice, Wealth Management, Financial Education, Shareholder Protection, Retirement Planning, Inheritance Tax Planning, Long Term Care, Corporate Financial Planning, Protection, Cash Flow Modelling, Chartered Financial Planning |
| Employees | 1-10 |
Key Contact at Seifert & Dunk Wealth Management
Mathew Dunk
Director and Chartered Financial Planner
About Seifert & Dunk Wealth Management
What we do: Our team of family oriented chartered financial planners will help you break down complex financial matters to make your finances feel less daunting. How we can help you: • Simplify complex financial affairs so you can feel in control of your finances • Identify achievable financial goals based on your needs and your priorities • Protect the areas important to you and your family • Build a plan together for your specific goals and circumstances • Reduce financial stress knowing your plans will evolve as your circumstances change How we do it differently: We pride ourselves on our strong personal relationships with our clients. Our virtual door is always open, so you can quickly raise any questions or concerns enabling us to help minimise financial stress for you and your family. Backed by a FTSE100 company with huge resources available to us, you can be sure you are in safe hands. All initial meetings are without obligation. Email: seifert.dunk@sjpp.co.uk Phone: 020 7096 6483 Website: https://www.seifertdunk.co.uk/ Seifert & Dunk Wealth Management is a Partner Practice of St. James's Place Wealth Management (a FTSE 100 company) and is a trading name of Seifert & Dunk Wealth Managers Limited. Your home may be repossessed if you do not keep up repayments on your mortgage. The Partner Practice 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 `St. James's Place Partnership' and the titles `Partner' and Partner Practice are marketing terms used to describe St. James's Place representatives.
Seifert & Dunk Wealth Management 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
Seifert & Dunk Wealth Management has never raised funding before.
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