Fifteen Financial Planning
Financial planning and wealth management advice for individuals and families in Lincolnshire
Highlights
- Young companyFounded 2022
- New on EvolcAdded 2026-11-11
About Fifteen Financial Planning
Fifteen Financial Planning provides financial planning and wealth management advice, helping clients build, grow, protect and preserve wealth. It also connects clients with specialists for services such as will writing, tax and legal advice, insurance and corporate lending.
The firm builds long-term relationships with individual clients and provides advice on St. James's Place wealth management products and services. It is an appointed representative of St. James's Place Wealth Management plc.
The company was incorporated in 2022 following a management buyout and says the business has traded since 2006. Its registered office is in Sleaford, and it presents a practice address in Grantham, Lincolnshire. Its team includes financial planners, client servicing, administration and paraplanning staff.
Product: Financial planning and wealth management advice, with access to specialist providers for related services.
Jobs at Fifteen Financial Planning
Leadership
- Tom Price · Managing Director and Financial PlannerSource: company website
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