SIP Wealth Management
SIP Wealth Management is a practice of Independent Financial Advisers with over 50 years of experience in developing Self Invested Pension and Investment Portfolios. They provide financial planning solutions to clients.
- Mortgages
- Life Assurance
- Retirement Planning
- Investment Management
- Pension Fund Management
- Personal Financial Planning
- Income Protection Insurance
- Corporate Financial Planning
Locations
Competitors
Abacus Associates provides an extensive range of specialist financial management, financial planning, and tax-saving opportunities tailored to personal circumstances and requirements.
Timothy James & Partners is an independent financial advisory firm dedicated to providing bespoke financial advice tailored to the unique needs of each client.
Iconic Investments is a highly qualified financial advice practice based in Henley in Arden, offering a professional and contemporary approach to investments.
Company Details
SIP Wealth Management is operated by Egan,Reid Stationery Co.Limited and is a Active company incorporated on 14 November 1957 with the registered office located in Stockport, Greater Manchester. Egan,Reid Stationery Co.Limited was registered 67 years ago.
Status
Active
Size
Medium
Directors
4
Age
67 years old
Employees
63
Turnover
£15.37M
Total Assets
£3.05M
Cash in Bank
£79K
Total Liabilities
-£3.4M
Teams
3
2
1
Director • Joined Feb 2023
Managing Director • Joined Sep 2004
Trainee Paraplanner • Joined Feb 2024
Director • Joined Feb 2023
Managing Director • Joined Sep 2004
Trainee Paraplanner • Joined Feb 2024