Savvy Wealth Management

Savvy Wealth Management helps individuals and businesses with financial planning. They provide straightforward advice and develop plans to meet clients' objectives.
  • Pensions
  • Mortgages
  • Protection
  • Auto Enrolment
  • Wills & Trusts
  • Long Term Care
  • General Insurance
  • Savings & Investments

Size
Small
Phone
N/A
Email
N/A
Locations
1 Parc Bryn Derwen, CF72 9TT
01443405583
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Vale Independent Financial Advisers
Vale Independent Financial Advisers is an established private Independent Financial Planning and Wealth Management firm based in South Wales.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Savvy Wealth Management is operated by Savvy Wealth Management Ltd and is a Active company incorporated on 11 July 2011 with the registered office located in Pontyclun, Mid Glamorgan. Savvy Wealth Management Ltd was registered 14 years ago.

Status
Active
Size
Micro
Directors
2
Age
14 years old
Employees
1
Turnover
Unreported
Total Assets
£234.87K
Cash in Bank
Unreported
Total Liabilities
-£129.67K

Director • Secretary • PSC • Ifa • British • Lives in Wales • Born in Nov 1980
Ms Emma Beazer
PSC • British • Lives in Wales • Born in Apr 1982
Teams
All
3
Finance
3
Management
2
Independent Financial Advisor • Joined Jun 2011
Mortage Advisor • Joined Feb 2020
Mortgage Advisor
Independent Financial Advisor • Joined Jun 2011
Mortgage Advisor
Independent Financial Advisor • Joined Jun 2011
Mortage Advisor • Joined Feb 2020
Mortgage Advisor