Eastcote Wealth Management
Curated by SignalFinancial planning platform offering personalized advice for individuals and businesses.
Overview
Eastcote Wealth Management is a financial planning firm that operates in the UK, offering services to both individuals and businesses. The firm provides a range of services, including investment advice, retirement planning, and employee benefits. Eastcote utilizes financial data aggregation and algorithms to develop customized financial plans that align with clients' specific goals, such as retirement and wealth accumulation. The company employs a client-focused approach, offering advice through experienced wealth managers who create portfolios based on individual risk profiles. Regular reviews are conducted to keep clients updated on tax-efficient opportunities and changes in legislation.
Key facts
- Founded
- 2017
- Headquarters
- Coventry, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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