Zenia Wealth Management Revenue

Financial Services • Huddersfield, England, United Kingdom • 1-10 Employees

Zenia Wealth Management revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Zenia Wealth Management

Yiota Wilkinson

Managing Director & Chartered Financial Planner

Company overview

Headquarters	Independence House, Holly Bank Road, Huddersfield, West Yorkshire HD3 3HN, GB
Phone number	+4410912086
Websites	zeniawealth.co.uk yiotawilkinsonwm.co.uk
NAICS	52
SIC	628
Keywords	Investment Planning, Wealth Management, Corporate Services, Retirement Planning, Wealth Protection, Financial Life Planning, Chartered Financial Planner, Inheritance Tax & Estate Planning, Business Investment Planning & Protection
Founded	2017
Employees	1-10

About Zenia Wealth Management

Zenia Wealth Management Ltd is a Partner Practice of St. James's Place Wealth Management, specialising in providing bespoke face-to-face wealth management advice to individuals, business & trustees. Our professional and approachable team will offer a tailored service to help you achieve your financial goals. Our focus is on you, your goals and aspirations. Through a carefully structured process, we will help you identify what's important to you and the things you want to achieve throughout your lifetime. Step one – Help you define your financial goals and aspirations and then conduct a thorough review of your current financial position. Step two – Develop a working plan with you, by discussing possible solutions to meet those goals and aspirations. Step three – Once agreed, action is taken and then the strategy is regularly reviewed to allow for any changing circumstances. It is this focused approach that enables you to clearly understand how you aim to get from where you are now to the position you want to be in the future with the added peace of mind that you know someone is there to guide you and advise you whenever you need answers. Zenia Wealth Management Ltd 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. SJP Approved xx/xx/xxxx

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Zenia Wealth Management has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Zenia Wealth Management has never raised funding before.

Frequently asked questions

Zenia Wealth Management is located in Huddersfield, England, GB.

You can reach Zenia Wealth Management at +4410912086.

Zenia Wealth Management generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Zenia Wealth Management has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Zenia Wealth Management was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Zenia Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Zenia Wealth Management

Yiota Wilkinson

Managing Director & Chartered Financial Planner

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