Mount Stuart Wealth Management Ltd

Mount Stuart Wealth Management provides financial advice tailored to individual goals. The firm focuses on building relationships based on trust to assist clients with their financial needs.
  • Financial Planning
  • Investment Planning
  • Retirement Planning
  • Protection Services
  • Inheritance Tax Planning
  • Intergenerational Planning

Size
Small
Phone
N/A
Email
N/A
Locations
30 Lombard St, EC3V 9BQ
02080420320
Digital Popularity
Popularity over time
Social Media
Competitors
atomos
atomos is a financial planning and investment management firm that provides a range of services to help individuals, families, and charities achieve their financial goals.
Independent Women
Independent Women is an independent advice firm specialising in financial planning, investment management, and personal tax advice for women.
Company Details
Mount Stuart Wealth Management Ltd is operated by Mount Stuart Wealth Management Ltd and is a Active company incorporated on 22 July 2014 with the registered office located in Cheltenham, Gloucestershire. Mount Stuart Wealth Management Ltd was registered 11 years ago.

Status
Active
Size
Micro
Directors
1
Age
11 years old
Employees
7
Turnover
Unreported
Total Assets
£4.22M
Cash in Bank
£592.54K
Total Liabilities
-£3.21M

Director • PSC • Welsh • Lives in UK • Born in Feb 1988
Teams
All
5
Finance
4
Management
1
Operations Manager • Joined Oct 2020
Associate Paraplanner • Joined May 2023
Wealth Management Administrator • Joined Apr 2022
Financial Planner • Joined Jan 2018
Paraplanner • Joined Oct 2023
Associate Paraplanner • Joined May 2023
Wealth Management Administrator • Joined Apr 2022
Financial Planner • Joined Jan 2018
Paraplanner • Joined Oct 2023
Operations Manager • Joined Oct 2020