Gaudium Associates Limited jobs and careers
United Kingdom
About Gaudium Associates Limited
Gaudium Associates Limited was established by the merger of two long standing IFA practices. Our express aim was forming a multi-disciplinary practice in the new world of Financial Advice with offices throughout the UK starting in London and the South East. Our advice process is holistic, underpinned by an ethical approach in all matters. Our service begins with a meeting to conduct a detailed assessment of the clients' current situation and we then discuss their objectives, incorporating a defined Risk assessment. As each client has unique requirements our recommendations are tailored accordingly. After agreement the next step is to implement our advice and monitor the results periodically on an agreed basis. Plans are amended as circumstances alter and as appropriate. Our renumeration is by fee or commission or a mixture of the two and is agreed after dicussion with the client. We currently offer a comprehensive financial planning service for a mixutre of Corporate and Private Clients throughout the UK on: - Life Assurance - Heath Insurance - Income Protection - Private Medical Insurance - General Insurance - Current Accounts - Deposit Accounts - Mortgages - Equity Release - Commercial Finance - Portfolio Management - Pensions & Retirement Planning - Annuity Purchase - Investments & Regular Savings - Trust & Estate Planning - Employee Benefits - Shareholder & Partnership Protection - Key Man Cover - Commercial Finance - Commercial Banking
- Employees
- 1 to 10
- Headquarters
- United Kingdom
Leadership
The top of Gaudium Associates Limited's org chart, with how many people report into each leader.
Neil Patel Cert.PFS
Director
Jobs at Gaudium Associates Limited
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