Seven Hills Wealth Management

Seven Hills Wealth Management

Financial-Services

Company Tagline

We offer bespoke financial advice to individuals, families and business owners

Industry Category
Financial-Services
Company Description

Seven Hills Wealth Management is dedicated to providing comprehensive financial services, ensuring clients receive tailored advice to meet their unique needs. Specializing in protection planning, investment planning, retirement planning, mortgages, and inheritance tax planning, Seven Hills Wealth Management delivers holistic financial solutions for individuals, families, and business owners. The firm is committed to helping clients achieve their financial objectives through well-designed and expertly managed financial plans.

Located at 41 Comiston Road, Edinburgh, EH10 6AB, GB, Seven Hills Wealth Management focuses on building long-term relationships with clients, offering guidance and support every step of the way. The company's approach is centered on understanding each client's specific circumstances and goals, allowing them to create customized strategies that align with their aspirations. Seven Hills Wealth Management strives to provide clarity and confidence in navigating the complexities of financial planning.

Seven Hills Wealth Management is continually enhancing its services and looks forward to sharing more detailed information about its offerings soon. We invite the manager of Seven Hills Wealth Management to create a customized and exclusive company showcase and product listing on our platform to further highlight their expertise and attract new clients.

Key Personnel / Employees
Kat Gorniak Dylan McGowan Stephanie Cormack David Foster CeMAP CeRER DipPFS

Compare Companies Side by Side

Compare Seven Hills Wealth Management with 3 companies in Financial-Services

4 Companies
Comparison Field
Seven Hills Wealth Management
Seven Hills Wealth Manage...
Main Company
Throgmorton Associates Wealth Management Ltd
Throgmorton Associat...
View Profile
Cole Financial Associates Limited
Cole Financial Assoc...
View Profile
Fortify Wealth
Fortify Wealth
View Profile
Founded Year
2018
Company Size
51-200 11-50 2-10
City
Enderby, Leicestershire Westerham, Kent London, England
Country
United Kingdom United Kingdom
Skills & Keywords Comparing with main company
11 Total Skills
Financial Planning Wealth Management Investment Strategies Retirement Planning Mortgage Advice Inheritance Tax Financial Services Protection Planning Investment Planning Mortgages Inheritance Tax Planning
8 Total 1 Common 7 Unique
Match 9%
Common Skills:
Wealth Management
Unique Skills:
Business & Investment Planning Entrepreneur Club* Intergenerational Wealth Planning Long Term Care Protecting You & Your Estate Trust & Estate Planning +1
2 Total 2 Unique
Unique Skills:
Later Life Care Pensions
11 Total 2 Common 9 Unique
Match 18%
Common Skills:
Financial Planning Wealth Management
Unique Skills:
Business Owner Planning Estate Planning Financial Advice Fund Management Insurance Investments +3
4
Total Companies
2018
Oldest Founded
1
Countries
29
Unique Skills

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Alternative Company Names

This company is also known as

Seven Hills Wealth Management 七山财富管理 सेवन हिल्स वेल्थ मैनेजमेंट سفن هيلز لإدارة الثروات Севен Хиллс Управление Благосостоянием