Seneca Partners

Seneca Partners is a specialist in tax-advantaged investments, offering a range of products to help investors mitigate inheritance tax and achieve capital growth. The firm collaborates with over 420 UK-based Independent Financial Advisers (IFAs) and Wealth Management Firms to provide investment solutions.
  • AIM EIS Fund
  • Debt funding
  • Equity funding
  • Growth Capital VCT
  • Property Investment
  • Inheritance Tax Service

Size
Small
Phone
N/A
Email
N/A
Locations
9 The Parks, WA12 0JQ
01942271746
Digital Popularity
Popularity over time
Social Media
Competitors
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
Seneca Partners is operated by Seneca Partners Limited and is a Active company incorporated on 19 March 2010 with the registered office located in Newton-le-Willows, Merseyside. Seneca Partners Limited was registered 15 years ago.

Status
Active
Size
Small
Directors
5
Age
15 years old
Employees
13
Turnover
£3.73M
Total Assets
£3.18M
Cash in Bank
£2.21M
Total Liabilities
-£687.32K

Director • Chartered Accountant • British • Lives in England • Born in Oct 1979
Director • Accountant • British • Lives in UK • Born in Nov 1961
Director • British • Lives in England • Born in Jun 1966
Director • British • Lives in England • Born in Aug 1965
Mr Ian William Currie
PSC • British • Lives in UK • Born in Nov 1961
Teams
All
14
Management
8
Sales
4
Finance
4
Other
1
Co-Founder And CEO • Joined Jan 2011
Director • Joined Dec 2011
Compliance Manager • Joined Sep 2022
Investment Director • Joined Feb 2017
Investment Director • Joined Jun 2021
Business Development Manager • Joined Mar 2023
Business Development Manager • Joined Aug 2023
Business Development Manager • Joined Apr 2024
National Account Manager • Joined Apr 2025
Co-Founder And CEO • Joined Jan 2011
Director • Joined Dec 2011
Compliance Manager • Joined Sep 2022
Investment Director • Joined Feb 2017
Investment Director • Joined Jun 2021
Head Of Corporate Finance • Joined Jul 2012
People & Operations • Joined Sep 2016
Business Development Manager • Joined Mar 2023
Business Development Manager • Joined Aug 2023
Business Development Manager • Joined Apr 2024
National Account Manager • Joined Apr 2025
Investment Director • Joined Feb 2017
Investment Director • Joined Jun 2021
Head Of Corporate Finance • Joined Jul 2012
Chartered Accountant • Joined Sep 2009
Growth Capital Investment • Joined Oct 2019
View 14 members