Stellar Asset Management
Stellar Asset Management is an independent firm established in 2007, specializing in Inheritance Tax planning and wealth preservation. They offer estate planning solutions that help clients mitigate Inheritance Tax while retaining control of their assets.
- Bespoke IHT Service
- Stellar AiM IHT Service
- Stellar ITS IHT Service
- Inheritance Tax Services
- Business Relief Services
- Stellar Growth IHT Service
Locations
Competitors
J.A.
Astute Private Wealth offers a wide range of financial solutions, including personal and corporate investment advice, protection, and pension schemes.
St.
Flying Colours is an independent financial advisory firm dedicated to helping clients achieve their financial goals through expert advice and tailored solutions.
Raymond James, Water Street is a wealth management firm located in Liverpool's business district, providing tailored investment services to both private and professional clients.
Company Details
Stellar Asset Management is operated by Stellar Asset Management Limited and is a Active company incorporated on 26 September 2007 with the registered office located in Liverpool, Merseyside. Stellar Asset Management Limited was registered 17 years ago.
Status
Active
Size
Small
Directors
5
Age
17 years old
Employees
21
Turnover
£2.97M
Total Assets
£1.56M
Cash in Bank
£549.28K
Total Liabilities
-£565.21K
Teams
19
9
6
6
5
3
1
Chief Operating Officer • Joined Jul 2019
Strategic Partner Development • Joined Jul 2014
Senior Executive Assistant • Joined Nov 2014
Marketing Manager • Joined Jul 2022
Account Manager • Joined May 2023
Investment Director • Joined Jan 2025
Investment Director • Joined Sep 2020
Assistant Fund Manager • Joined Jan 2023
Fund Operations Manager • Joined Oct 2019
Fund Finance Manager • Joined Nov 2023
Account Manager • Joined May 2023
Investment Director • Joined Jan 2025
Investment Director • Joined Sep 2020
Assistant Fund Manager • Joined Jan 2023
Fund Finance Manager • Joined Nov 2023
Investment Administrator • Joined Jan 2023
Operations Analyst • Joined Jan 2019
Investment Analyst • Joined Dec 2024
Accountant • Joined Oct 2023
Marketing Manager • Joined Jul 2022
Account Manager • Joined May 2023
Business Development Manager • Joined Oct 2024
Sales And Marketing Executive • Joined Mar 2012
Senior Client Representative • Joined Jan 2021
Business Development Assistant • Joined May 2023
Chief Operating Officer • Joined Jul 2019
Marketing Manager • Joined Jul 2022
Investment Director • Joined Jan 2025
Investment Director • Joined Sep 2020
Fund Operations Manager • Joined Oct 2019
Fund Finance Manager • Joined Nov 2023
Strategic Partner Development • Joined Jul 2014
Business Development Manager • Joined Oct 2024
Sales And Marketing Executive • Joined Mar 2012
Senior Client Representative • Joined Jan 2021
Business Development Assistant • Joined May 2023
Senior Executive Assistant • Joined Nov 2014
Fund Operations Manager • Joined Oct 2019
Operations Analyst • Joined Jan 2019
AIM IHT Portfolio Manager • Joined Sep 2020
View 19 members