Kubera Wealth
Kubera Wealth is an independent financial advisory firm that focuses on life planning to assist clients in achieving their personal and financial goals. They provide financial mentoring and multi-generational strategies to align life and money.
- Life Planning
- Financial Planning
- Financial Mentoring
- Multi-generational Strategies
Locations
Digital Popularity
Competitors
VS Wealth Management Ltd specialises in providing bespoke financial planning services for individuals, families, and businesses.
Company Details
Kubera Wealth is operated by Kubera Wealth Limited and is a Active company incorporated on 16 June 2009 with the registered office located in London, Greater London. Kubera Wealth Limited was registered 16 years ago.
Status
Active
Size
Small
Directors
2
Age
16 years old
Employees
14
Turnover
Unreported
Total Assets
£1.28M
Cash in Bank
£740.33K
Total Liabilities
-£336.67K
Teams
7
3
3
2
1
1
Managing Director • Joined Nov 2009
Client Services Manager • Joined Jan 2023
Director And Senior Strategic Planner • Joined Jul 2013
Technical Specialist • Joined Feb 2020
Financial Planner • Joined Apr 2023
Chartered Financial Planner • Joined Jul 2022
Financial Planner • Joined Jan 2025
Financial Planner • Joined Apr 2023
Chartered Financial Planner • Joined Jul 2022
Financial Planner • Joined Jan 2025
Managing Director • Joined Nov 2009
Client Services Manager • Joined Jan 2023
Financial Planner • Joined Apr 2023
Chartered Financial Planner • Joined Jul 2022
Financial Planner • Joined Jan 2025
Technical Specialist • Joined Feb 2020
Director And Senior Strategic Planner • Joined Jul 2013