Seven Street Wealth
Company

Seven Street Wealth

Financial Services Edinburgh, City of, United Kingdom 14 employees
Employees
14
Contacts
3
Emails
3
Phones
1

Seven Street Wealth Overview

Headquarters
Edinburgh, City of, United Kingdom
Industry
Financial Services
Employees
14
Founded
2000
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Seven Street Wealth

We believe that our role is not just to provide financial advice but to guide you through life’s financial decisions. We work with you to develop a comprehensive financial plan that addresses your current needs and your future aspirations. We monitor your progress, provide ongoing advice, and adjust the plan when required. We are selective about the clients we work with, only taking on work when we are confident we can make a positive impact. This ensures that we can continue to deliver the valuable advice that our clients trust. As a result, we have built a strong reputation and an impressive client base across the UK. We know that meaningful conversations and connections are the foundation of our work. By working together, we can build a lasting relationship that provides value for years to come. We offer a range of services to individuals, families, corporates and charities.

Seven Street Wealth Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Seven Street Wealth Org Chart

Sample employees and titles
Name Title Contact
Sarah Rankin Paraplanner
View
Holly Dobson
Email Phone
Mark Dobson Managing Director at Seven Street Wealth Ltd
Email
Rikki Mohi Client Services Manager
Email

Employees by Management Level

Director 1 profile
Manager 1 profile
Individual contributor 1 profile

Compare Similar Companies to Seven Street Wealth