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

Size
Small
Phone
0191 261 4804
Email
Available in Endole App
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.
Bruce & Co Legal & Financial Ltd
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
Co-Navigate is a financial planning firm based in Gosforth, Newcastle, dedicated to guiding clients on their financial journeys.
Laurus Associates
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 24 years ago.

Status
Active
Size
Unreported
Directors
9
Age
24 years old
Employees
115
Turnover
£13.28M
Total Assets
£38.97M
Cash in Bank
£1.21M
Total Liabilities
-£11.37M

Director • Independant Financial Advisor • British • Lives in England • Born in Apr 1962
Director • British • Lives in England • Born in Jun 1971
Director • British
Director • Director • British • Lives in England • Born in Oct 1974
Director • British • Lives in England • Born in Jan 1976
Director • British • Lives in England • Born in May 1976
Teams
All
4
Finance
4
Wealth Management
4
Financial Planner • Joined Jul 2023
Chartered Financial Planner • Joined Oct 2002
Financial Planner • Joined Jul 2023
Certified Financial Planner • Joined Oct 2021
Financial Planner • Joined Jul 2023
Chartered Financial Planner • Joined Oct 2002
Financial Planner • Joined Jul 2023
Certified Financial Planner • Joined Oct 2021
Financial Planner • Joined Jul 2023
Chartered Financial Planner • Joined Oct 2002
Financial Planner • Joined Jul 2023
Certified Financial Planner • Joined Oct 2021