KC
Karen Curry
Office Manager at Total Wealth Planning (Twp)
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Work Experience
Office Manager
Apr 2016 - Present · 8 years and 8 months
Senior Financial Planning Administrator
Jul 2013 - Dec 2015 · 2 years and 5 months
Financial Advisor Support
Jul 2011 - Jul 2013 · 2 years
Company Details
Our philosophy and ethos is based on developing long-term relationships with our clients by providing professional, impartial advice and investment management services to both private clients and businesses. We ensure that all our consultants are highly skilled, qualified, and up-to-date with market opportunities, legislation changes and developments. We provide financial planning solutions that are advice-led, not product-driven, therefore providing our clients with a bespoke service.
Year Founded
2015
Social Media
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Industry
Financial Services
HQ Location
Lytchett House, Wareham Road 13 Freeland Park Poole, Dorset BH16 6FA, GB
Keywords
Wealth ManagementStrategic Financial AdviceInvestment Adviceand Inheritance Tax and Trusts
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