Professional Wealth Management
Professional Wealth Management is a firm providing financial advice to individual and corporate clients. They focus on delivering financial advice supported by professional qualifications.
- Tax Planning
- Life Assurance
- Health Insurance
- Investment Advice
- Pensions Planning
- Corporate Planning
Locations
Competitors
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.
Bruce & Co Legal & Financial Ltd is an independent financial planning and wealth management firm dedicated to providing high-quality, impartial advice tailored to clients' short and long-term needs.
Co-Navigate is a financial planning firm based in Gosforth, Newcastle, dedicated to guiding clients on their financial journeys.
Laurus Associates is a Chartered Financial Planning firm that offers independent financial advice tailored to individual and corporate needs.
Company Details
Professional Wealth Management is operated by IWP Financial Planning Limited and is a Active company incorporated on 10 January 2001 with the registered office located in Coventry, Warwickshire. IWP Financial Planning Limited was registered 25 years ago.
Status
Active
Size
Large
Directors
10
Age
25 years old
Employees
377
Turnover
£46.97M
Total Assets
£116.07M
Cash in Bank
£2.86M
Total Liabilities
-£80.09M
Teams
4
Financial Planner • Joined Jul 2023
Financial Planner • Joined Jul 2023
Chartered Financial Planner • Joined Oct 2002
Certified Financial Planner • Joined Oct 2021