St Edmundsbury Wealth Management
St Edmundsbury Wealth Management Ltd provides financial advice to individual and corporate clients in Suffolk and East Anglia. The team consists of eight Financial Advisers with a combined experience of 190 years.
- Pensions
- Taxation
- Protection
- Wealth Management
- Financial Planning
- Savings & Investments
Locations
Digital Popularity
Popularity over time
Competitors
Eastgate Financial Ltd is dedicated to changing the image of financial advising, making it accessible for everyone.
Company Details
St Edmundsbury Wealth Management is operated by St Edmundsbury Wealth Management Ltd and is a Active company incorporated on 25 May 2018 with the registered office located in Bury St. Edmunds, Suffolk. St Edmundsbury Wealth Management Ltd was registered 7 years ago.
Status
Active
Size
Small
Directors
3
Age
7 years old
Employees
24
Turnover
Unreported
Total Assets
£1.06M
Cash in Bank
£160.31K
Total Liabilities
-£424.11K
Teams
8
4
3
1
1
Operations Manager • Joined May 2009
Client Account Manager • Joined Jan 2025
Client Account Manager • Joined Sep 2023
Trainee Client Account Manager • Joined Jun 2023
Administrator
Financial Adviser And Pension Specialist • Joined Apr 2001
Financial Adviser • Joined Feb 2025
Financial Adviser
Trainee Client Account Manager • Joined Jun 2023
Financial Adviser And Pension Specialist • Joined Apr 2001
Financial Adviser • Joined Feb 2025
Financial Adviser
Client Account Manager • Joined Jan 2025
Client Account Manager • Joined Sep 2023
Trainee Client Account Manager • Joined Jun 2023
Operations Manager • Joined May 2009
Administrator