EA Wealth

Screen: Disqualified: advisor noiseContacts: Done

Description

At EA Wealth our business is built around our core principles of trust, integrity, openness, and a commitment to consistently deliver superior customer service and expert advice. At the heart of everything we do is the strength of the relationships we have built and continue to build with our clients and their families. We take great pride in the personable service and quality advice that we provide and we feel privileged to advise clients who have trusted us with their financial planning needs. We firmly believe that always acting in our clients' best interests will allow us to continue to look after our existing clients as well as working with new ones through continued personal recommendation. We very much see EA Wealth as a family Practice and look forward to delivering the same quality of advice to the future generations for many years to come. We offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to: - Build or preserve capital to achieve your future aspirations - Simply invest tax efficiently - Gain financial protection against risk - Manage your wealth for succession planning The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested. EA Wealth is a trading name of East Anglia Wealth management ltd. Trusts are not regulated by the Financial Conduct Authority. East Anglia Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Location

Norwich, England, United Kingdom

Industry

Financial Services

Investor Type

Target Sectors

Verticals

No verticals classified

Specialities

Wealth Management, Investments, Inheritance Planning, Protection, Private Clients, Senior Corporate Executives, Company Directors, Business Owners, City Professionals, Contractors, Professional Partnerships, Pension Drawdown, Advice in Retirement, Trusts, Tax, Portfolio Management, Cash and Borrowings, Face-to-face approach, Personal Service, Regular Reviews, Long Standing Relationships

Financials

Revenue

EBITDA

Employees

6

Founded

2018

Classify Status

Prospects

Done
7 people
NameTitleEmailChannelsStatus
Trainee Paraplanner
Director
Paraplanner
Director
james.fiddy@sjpp.co.ukvalid
Client Servicing Manager
Practice Manager
Financial Services Administrator

Outreach History

Outreach sequencing tables are not yet in Supabase.

ID: 10259Airtable: vayne_77623224Created: 13/05/2026