Doree Wealth Management Ltd
Financial Services - N/A, N/A, GB
Doree Wealth Management Ltd Employees
Doree Wealth Management Ltd Details
We specialise in providing advice on how business owners can create financial independence for themselves and their families.By spending time on understanding what makes your company successful and your own specific wealth creation objectives, we can put a plan of action in place. Our services apply to all companies wherever they are in their life-cycle, from start up to exit.We have a proven methodology that helps good businesses to get better and to realise the true value at exit. The Entrepreneur Club is designed to provide unrivalled support to our most dynamic SME business owner clients. Exclusively dedicated to the needs of the business owner, it also provides access to the skills and expertise of the St. James's Place Wealth Management group, as well as a dedicated professional network through our partnerships with other leading firms such as Kingston Smith. This includes a selection of the leading corporate finance, private equity, legal and business consultancies, and access to other professional firms that specialise in the SME sector.By putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you.At the same time as looking after the specific requirements of your company, we can advise each individual director within the company with bespoke solutions for their own particular financial needs at the same time. Contact UsTel: 01708 749580Website : www.doreewm.co.ukEmail: nick.doree@sjpp.co.uk
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