LH
Lucy Harris
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Work Experience
Paraplanner
May 2019 - Present · 5 years and 7 months
Paraplanner
Mar 2016 - May 2019 · 3 years and 2 months
Rent Accounts
Oct 2014 - Dec 2014 · 2 months
Company Details
Compass Wealth Management consultants is one of the South's leading Financial Advisers and Investment Managers From a modest beginning in 2001 Compass has become one of the most successful Wealth Managers in the South advising clients with invested assets in excess of £700 million under administration. Compass is uniquely positioned to provide solutions to meet all the financial planning and wealth management requirements of individuals and businesses alike. Through our regional offices, and using the latest technology, we accommodate the differing needs of clients by offering face-to-face financial planning and wealth management. Compass is an organisation whose purpose is to help Private and Corporate clients understand, create, protect, and increase their assets. Like us on www.facebook.com/compasswmc Follow us on https://twitter.com/compasswealth Visit us @ www.compasswmc.com
Year Founded
2001
Social Media
Linkedin
Industry
Financial Services, Outsourcing of financial services and administration
HQ Location
5 Lancer House Hussar Court Waterlooville, Hampshire PO7 7SE, GB
Keywords
Portfolio managementRetirement adviceInvestment planningand Group pensions and employee benefits
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