Sumina Matharu
Client Services Improvements & Team Manager at Consumer Wealth
Sumina Matharu's Professional Contact Details
Email (Verified)
****
Location
Leeds, England, United Kingdom
Company
Consumer Wealth
Person Seniority
manager
Sumina Matharu's Current Company Details
At Consumer Wealth, we take a modern approach to personal financial planning. By adopting a telephone based advice model, we have developed a substantial client base that continues to grow. Our team...
At Consumer Wealth, we take a modern approach to personal financial planning. By adopting a telephone based advice model, we have developed a substantial client base that continues to grow. Our team of qualified financial advisors, specialist technical staff and administrators are key to our evolution as market leaders. We are always interested to hear from talented and driven Financial Advisors to work in home based capacity. We can offer a market leading basic salary, achievable on target earnings and a healthy bank of pre-booked appointments. Additional benefits include 25 days holiday and private medical insurance. Specialising in pensions advice, Consumer Wealth is directly authorised by the FCA. Its operating model has been designed specifically for the post-RDR world. This gives us the flexibility to diversify our future reach into the financial planning market. We maintain consistently high professional standards when advising our customers. We manage the assets of our retail clients on a national basis from our Leeds headquarters.
Founded Year
2014
Organization Website
consumer-wealth.co.uk
Organization Revenue
2400
finance
Sumina Matharu's Work History and Education
JudgeService Research Ltd
Client Services Improvements & Team Manager
2017 - Present
Consumer Wealth
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