Efinity Wealth
Financial planning and investment advice for private clients and business owners in the UK
Highlights
- Young companyFounded 2024
- New on EvolcAdded 2026-11-07
About Efinity Wealth
Efinity Wealth provides personalised financial planning covering investment, retirement, tax, estate and protection planning. It is an Appointed Representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.
Its services are aimed at private clients and businesses. Charles Davies, a Chartered Financial Planner, established the firm and serves as its director. The team also includes a client relationship manager and a paraplanner who prepares financial planning reports.
Efinity Wealth Ltd was founded in 2024 and is registered in England and Wales. Its registered address and office are in Warrington, England. The director holds the Level 6 Advanced Diploma in Financial Planning from the CII and has been recognised twice in The Times as one of the UK's Top 100 Rated Financial Advisers.
Product: Personalised financial planning and advice on investment, retirement, tax, estate and protection planning.
Jobs at Efinity Wealth
Leadership
- Charles Davies · Director & Chartered Financial PlannerSource: company website
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Website technologies
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.