Wealth Guide
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Key Contact at Wealth Guide
Mike Lavin
Chief Executive Officer
About Wealth Guide
WealthGuide is a UK-based financial advice firm specialising in retirement planning, investment advice, inheritance tax strategies, and helping clients plan with confidence for their life goals. We’re fully authorised and regulated by the Financial Conduct Authority (FCA). Our service is built to be modern, convenient, and easy to use, while still keeping things personal. Meetings are held remotely, paperwork is completed electronically, and we offer flexible appointment times including evenings and weekends. You’ll always have clear points of contact and a human relationship at the heart of it. Most of our clients come to us at a key decision point. That might be approaching retirement, reviewing pensions, investing for the future, or thinking ahead to support family and protect wealth. Whatever the situation, our aim is to provide straightforward, expert advice with no jargon and no pressure.
Wealth Guide revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Wealth Guide has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Wealth Guide has never raised funding before.
United States
Poland
Spain
Frequently asked questions
4.8
40,000 users
