Athena Wealth Planning
Independent wealth and financial planning advice for individuals and families in the local community
Highlights
- New on EvolcAdded 2026-11-08
About Athena Wealth Planning
Athena Wealth Planning provides independent financial planning and whole-of-market advice, including pension and investment analysis, cash-flow planning, estate planning, and support around divorce and bereavement. It implements agreed recommendations and offers ongoing reviews.
Its clients are individuals and families. The firm is a Chartered Financial Planning firm accredited by the Chartered Insurance Institute and is authorised and regulated by the Financial Conduct Authority.
Athena Wealth Planning Limited was founded in 2014 and is based in Epsom, England. It describes its work as serving its local community.
Product: Independent financial planning and advice covering pensions, investments, cash flow, estate planning, and life events.
Jobs at Athena Wealth Planning
Leadership
- Sarah Revell · Director of OperationsSource: company website
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