Kubera Wealth Ltd
Financial ServicesView the employees at
Kubera Wealth Ltd-
Vickie Morgan Executive Assistant | Project Management | Proofreading | Copy Editing | Event Management | Website Management | Canva
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Top 10%
Jamie Sellar Chartered Financial Planner at Kubera Wealth Ltd-
Chalfont St. Peter, England, United Kingdom
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Rising Star
Graeme Cowie Director and Senior Strategic Planner-
United Kingdom
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Top 10%
Daniel Hawes DipPFS Associate Planner at Kubera Wealth Ltd-
Slough, England, United Kingdom
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Rising Star
Overview
We are a specialist financial advisory firm, committed to providing independent financial advice and life planning solutions to a select number of private clients and families. From our offices in Gerrards Cross, we deliver an informed, personal and professional service to clients based in the UK and abroad. Using our WiseWealth process, we help you to define your goals and ambitions, even your fears. We then create a financial plan to set you on your path toward achieving what truly matters to you. Strategic partnerships with members of the legal, accountancy, private banking and investment management professions afford us access to a broad spectrum of solutions, so we can seamlessly coordinate all areas of your affairs. At Kubera Wealth we put you in the picture. You are at the centre of your plan and our focus is on building long-term, collaborative relationships to meet your needs both now and in the future.
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