Company Information

Get to know Seven Street Wealth (previously Chiene + Tait Financial Planning)

Seven Street Wealth, formerly known as Chiene + Tait Financial Planning until its rebranding in June 2023, is a financial planning and wealth management company. As part of the Seven Street group, the firm provides holistic and personalized financial advice to individuals, families, and business owners. Their core mission is to help clients achieve their long-term financial goals through services that include investment management, retirement planning, inheritance tax strategies, and personal protection. The company emphasizes building long-term relationships and delivering advice that is tailored to each client's unique circumstances.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Seven Street Wealth (previously Chiene + Tait Financial Planning)

United Kingdom

Founded in

2000 (26 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.