WB Wealth Limited
WB Wealth Limited is a financial advisory firm that provides planning and financial advice to clients. They focus on building relationships with clients and offer various services to manage and grow wealth.
- Tax planning
- Corporate services
- Investment planning
- Retirement planning
- Protection planning
- Mortgages and specialist banking
- Intergenerational wealth management
Locations
Digital Popularity
Social Media
Competitors
OneWealth Ltd is a financial advisory firm that focuses on helping clients achieve their financial goals through personalised wealth management services.
The de Rouet Partnership Limited is a financial advisory firm that aims to assist clients with all aspects of their financial life and wellbeing.
Company Details
WB Wealth Limited is operated by WB Wealth Limited and is a Active company incorporated on 11 June 2013 with the registered office located in Watford, Hertfordshire. WB Wealth Limited was registered 12 years ago.
Status
Active
Size
Micro
Directors
1
Age
12 years old
Employees
3
Turnover
Unreported
Total Assets
£6.85M
Cash in Bank
£72.59K
Total Liabilities
-£5.76M
Teams
4
2
1
2
Executive Assistant, WB Wealth Ltd • Joined Oct 2019
Director WB Wealth Ltd • Joined Jun 2012
Trainee Financial Advisor • Joined Aug 2024
Financial Advisor • Joined Mar 2024
Trainee Financial Advisor • Joined Aug 2024
Financial Advisor • Joined Mar 2024
Practice Manager • Joined Feb 2023
Executive Assistant, WB Wealth Ltd • Joined Oct 2019
Director WB Wealth Ltd • Joined Jun 2012