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Philip Stevenson
Founder & Principal Adviser at Bloomsbury Associates
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Work Experience
Founder & Principal Adviser
Present
Company Details
2-10 Employees
We help private investors, families and charities to obtain their future goals with confidence. We know that wealth is about a lot more than money. We enable our clients to live their lives to the fullest, focus on loved ones and contribute to the causes they care about. Most of our clients have a reasonably clear idea of what they want for their future, whether it be assisting children through university, buying a holiday home, creating a charity legacy, enjoying an early retirement or leaving behind inheritance for loved ones. Achieving these goals relies on making the right financial decisions at the right time, over the short and long term. This is where Bloomsbury Associates come in. We take the time to understand what you want in life and what is most important to you. We then provide you with best practice wealth management solutions so you can enjoy life without stressing about your investments. Contact us for a consultation. There's no obligation. A disclosure statement is available on request and free of charge.
Year Founded
2009
Social Media
Linkedin
Industry
Financial Services
HQ Location
36 Brandon St Wellington, 6011, NZ
Keywords
Asset Class InvestingIndex-Tracking InvestmentsPassive InvestingInternational EquitiesInternational Fixed InterestDomestic EquitiesDomestic Fixed InterestEmerging Market EquitiesSmall Cap EquitiesValue-Style Equities
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Contact Details
  • Email AddressP**@co.nz
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
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