IP Wealth Management
IP Wealth Management offers financial services designed to address individual client needs. They focus on transparency and client service to provide appropriate financial solutions.
- Pensions
- Mortgages
- Insurance
- Investments
- Equity Release
- Auto Enrolment
- Retirement Advice
- Final Salary Pension Advice
Locations
Competitors
Jacksons is an independent firm of Chartered Financial Planners dedicated to helping clients achieve their financial goals through meaningful financial planning.
BBT Group Ltd is a national firm of Independent Financial Planners, established in 1998, dedicated to providing bespoke financial planning services.
Consulo Financial Planning is a financial advisory firm that focuses on providing face-to-face financial planning services.
Company Details
IP Wealth Management is operated by Finli (Ipwm) Limited and is a Active company incorporated on 8 October 2012 with the registered office located in Milton Keynes, Buckinghamshire. Finli (Ipwm) Limited was registered 13 years ago.
Status
Active
Size
Micro
Directors
5
Age
13 years old
Employees
35
Turnover
Unreported
Total Assets
£18.73M
Cash in Bank
£187K
Total Liabilities
-£18.35M