Seven Financial Group

Seven Financial Group

Financial-Services

Industry Category
Financial-Services
Company Description

Seven Financial Group is a leading provider of comprehensive financial services, dedicated to helping clients achieve their financial goals. Established in 2009, Seven Financial Group delivers independent financial advice with a commitment to a friendly, professional approach and exceptional customer service. With a team of highly qualified advisors, Seven Financial Group brings extensive experience to every client interaction.

Seven Financial Group specializes in a wide range of financial solutions, including retirement and pension planning, wealth management, savings, and personal and business protection. The firm also offers expertise in inheritance tax planning, wills, and powers of attorney, ensuring clients receive holistic and tailored advice. Located at 123 Caerphilly Road, Cardiff, GB, Seven Financial Group is well-positioned to serve its diverse clientele.

Seven Financial Group is dedicated to providing the best personal service, focusing on building long-term relationships and delivering value through expert financial guidance. Seven Financial Group's approach ensures that clients receive the support and advice they need to make informed financial decisions. We invite the manager of Seven Financial Group to create a customized and exclusive company showcase and product listing on our platform to further enhance your company's visibility and commercial development.

Key Personnel / Employees
Jared Thomas - BA (Hons) DipPFS Catherine Nolan Amanda Gallagher

Compare Companies Side by Side

Compare Seven Financial Group with 3 companies in Financial-Services

4 Companies
Comparison Field
Seven Financial Group
Seven Financial Group
Main Company
Sovereign Wealth
Sovereign Wealth
View Profile
Arkenstone Wealth Management
Arkenstone Wealth Ma...
View Profile
Founded Year
0 2014
Company Size
10,001+ 11-50 2-10
City
Chiyoda-ku, Tokyo Wimbledon, England
Country
Japan United Kingdom
Skills & Keywords Comparing with main company
12 Total Skills
Financial Services Wealth Management Retirement Planning Pension Planning Investment Advice Financial Planning Insurance Retirement & Pension planning Savings Personal & Business Protection Inheritance Tax Planning Wills & Powers of Attorney
14 Total 14 Unique
Unique Skills:
Asset management Commercial banking Consumer Banking Consumer finance Corporate & investment banking Credit cards +8
5 Total 1 Common 4 Unique
Match 8%
Common Skills:
Retirement Planning
Unique Skills:
Investing Life Insurance Pensions Tax Planning
8 Total 2 Common 6 Unique
Match 17%
Common Skills:
Insurance Retirement Planning
Unique Skills:
Financial Advice Independent Financial Advice Investment Management Investments Mortgages Pensions
4
Total Companies
2014
Oldest Founded
2
Countries
35
Unique Skills

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Alternative Company Names

This company is also known as

Seven Financial Group 七金融集团 सेवन फाइनेंशियल ग्रुप المجموعة المالية سبعة সেভেন ফিনান্সিয়াল গ্রুপ Семь Финансовая Группа