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
- Website
- chienefinancial.co.uk
- Industry
- Financial Services
- Employees
- 14
- Founded
- 2000
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Sarah Rankin | Paraplanner |
View
|
|
| Holly Dobson | Edinburgh, Scotland, United Kingdom |
Email
Phone
|
|
| Mark Dobson | Managing Director at Seven Street Wealth Ltd | Edinburgh, Scotland, United Kingdom |
Email
|
| Rikki Mohi | Client Services Manager | Edinburgh, Scotland, United Kingdom |
Email
|
Employees by Management Level
Director
1 profile
Manager
1 profile
Individual contributor
1 profile
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