Charlotte Emily Willis
Directeur/Membre du Conseil chez Addidi Wealth Ltd.
Profil
Charlotte Emily Willis currently works at J.M.
Glendinning Financial Services Ltd., as Director from 2021, Addidi Wealth Ltd., as Director from 2019, Innovate Financial Services Ltd., as Director from 2019, Lawsco Holdings Ltd., as Director from 2017, and Coll Perkins Ltd., as Director.
Postes actifs de Charlotte Emily Willis
| Sociétés | Poste | Début |
|---|---|---|
Addidi Wealth Ltd.
 Addidi Wealth Ltd. Investment ManagersFinance Addidi Wealth Ltd. provides financial and investment services. The company was founded by Anna Sofat in 2006 and is headquartered in Leeds, the United Kingdom. | Directeur/Membre du Conseil | 29/11/2019 |
Lawsco Holdings Ltd.
 Lawsco Holdings Ltd. Financial ConglomeratesFinance Part of The Progeny Group Ltd., Lawsco Holdings Ltd. is an investment holding British company. The company is based in Leeds, UK. Lawsco Holdings was founded in 2008. | Directeur/Membre du Conseil | 01/02/2017 |
J.M. Glendinning Financial Services Ltd.
 J.M. Glendinning Financial Services Ltd. Investment ManagersFinance J.M. Glendinning Financial Services Ltd. engages in the provision of financial advisory services. It offers services for individuals such as wealth management, investment advice, retirement planning, and life and critical illness cover. The company was founded in 1987 and is headquartered in Leeds, the United Kingdom. | Directeur/Membre du Conseil | 19/10/2021 |
Coll Perkins Ltd.
 Coll Perkins Ltd. Investment ManagersFinance Part of The Progeny Group Ltd., Coll Perkins Ltd. is a financial planning firm. The company is based in Fareham, UK. The British company was founded in 2011. Coll Perkins was acquired by The Progeny Group Ltd. on May 31, 2022. | Directeur/Membre du Conseil | - |
Anciens postes connus de Charlotte Emily Willis
| Sociétés | Poste | Fin |
|---|---|---|
Innovate Financial Services Ltd.
 Innovate Financial Services Ltd. Investment ManagersFinance Innovate Financial Services Ltd. provides investment advisory services. It offers wealth management, retirement planning, family protection and estate planning services. The company was founded on February 9, 2008 and is headquartered in Edinburgh, the United Kingdom. | Directeur/Membre du Conseil | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Innovate Financial Services Ltd.
Innovate Financial Services Ltd. Investment ManagersFinance Innovate Financial Services Ltd. provides investment advisory services. It offers wealth management, retirement planning, family protection and estate planning services. The company was founded on February 9, 2008 and is headquartered in Edinburgh, the United Kingdom. | Finance |
Addidi Wealth Ltd.
Addidi Wealth Ltd. Investment ManagersFinance Addidi Wealth Ltd. provides financial and investment services. The company was founded by Anna Sofat in 2006 and is headquartered in Leeds, the United Kingdom. | Finance |
Lawsco Holdings Ltd.
Lawsco Holdings Ltd. Financial ConglomeratesFinance Part of The Progeny Group Ltd., Lawsco Holdings Ltd. is an investment holding British company. The company is based in Leeds, UK. Lawsco Holdings was founded in 2008. | Finance |
J.M. Glendinning Financial Services Ltd.
J.M. Glendinning Financial Services Ltd. Investment ManagersFinance J.M. Glendinning Financial Services Ltd. engages in the provision of financial advisory services. It offers services for individuals such as wealth management, investment advice, retirement planning, and life and critical illness cover. The company was founded in 1987 and is headquartered in Leeds, the United Kingdom. | Finance |
Coll Perkins Ltd.
Coll Perkins Ltd. Investment ManagersFinance Part of The Progeny Group Ltd., Coll Perkins Ltd. is a financial planning firm. The company is based in Fareham, UK. The British company was founded in 2011. Coll Perkins was acquired by The Progeny Group Ltd. on May 31, 2022. | Finance |
