At Finli, we aim to deliver a fresh approach to financial advice. We do this by combining a people-first perspective with innovative financial tools. This helps our clients feel empowered on their path to prosperity. Whether you are looking to protect your estate, invest money or plan your retirement, our financial planners in Yorkshire South and Humber have your best interests in mind.
| Website | https://www.finli.co.uk/office/wakefield/ |
| Revenue | $5.2 million |
| Employees | 33 (25 on RocketReach) |
| Industry | Financial Services, Finance General, Finance |
| Keywords | Intellectual Property Management, Wealth Preservation, Wealth Management, Financial Advice, Financial Services, Asset Management, Investment Advice, Investment Management, Portfolio Management, Financial Planning, High Net Worth, Estate Planning, Estate Management, Retirement Planning, Private Wealth, Retirement Solutions, Tax Planning, Tax Optimization, Insurance Planning, Financial Solutions |
| Competitors | NORTHFIELD WEALTH LIMITED, Spectrum Independent Financial Services, Bristol & West Financial Services ltd (view competitors) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52399 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
Looking for a particular IP WEALTH MANAGEMENT employee's phone or email?
IP WEALTH MANAGEMENT Questions
The IP WEALTH MANAGEMENT annual revenue was $5.2 million in 2026.
Nik Broumley is the Regional Director of IP WEALTH MANAGEMENT.
25 people are employed at IP WEALTH MANAGEMENT.
The NAICS codes for IP WEALTH MANAGEMENT are [52399, 523, 5239, 52].
The SIC codes for IP WEALTH MANAGEMENT are [628, 62].
Top IP WEALTH MANAGEMENT Employees
-
25+
-
Paul Dixon
Financial Advisor at IP WEALTH MANAGEMENT
Leeds, Leeds, United Kingdom1 -
Chris Kelsey
Financial Advisor at IP WEALTH MANAGEMENT
Sheffield, GB1 -
Mark Robinson
Financial Planner at IP WEALTH MANAGEMENT
Leeds, Leeds, United Kingdom1 -
1
Related Companies
