Throgmorton Associates Wealth Management Ltd
Throgmorton Associates Wealth Management Ltd is a financial advisory firm that offers wealth management services. Established in 2009, the firm focuses on building relationships with clients to assist them in achieving their financial goals.
- Tax planning
- Corporate services
- Investment planning
- Retirement planning
- Protection planning
- Mortgages and specialist banking
- Intergenerational wealth management
Locations
Company Details
Throgmorton Associates Wealth Management Ltd is operated by Throgmorton Associates Wealth Management Limited and is a Active company incorporated on 13 May 2009 with the registered office located in Leicester, Leicestershire. Throgmorton Associates Wealth Management Limited was registered 16 years ago.
Status
Active
Size
Small
Directors
4
Age
16 years old
Employees
33
Turnover
Unreported
Total Assets
£6.22M
Cash in Bank
£197.8K
Total Liabilities
-£4.71M
Teams
20
11
11
2
1
3
Director And Senior Wealth Manager • Joined Sep 2009
Director • Joined Apr 2021
Director • Joined Mar 2013
Wealth Manager • Joined Apr 2021
Wealth Manager • Joined Jan 2024
Wealth Manager • Joined Dec 2021
Operations Director • Joined Aug 2020
Director & Chartered Financial Planner • Joined May 2009
Marketing And Events Manager At • Joined Apr 2021
Client Relationship Manager And New Client Introducer • Joined Apr 2000
Director • Joined Apr 2021
Director • Joined Mar 2013
Operations Director • Joined Aug 2020
Director & Chartered Financial Planner • Joined May 2009
Wealth Management Consultant • Joined Jan 2021
Wealth Management Consultant • Joined Aug 2023
Wealth Management Consultant • Joined Jul 2023
Wealth Management Consultant • Joined Mar 2022
Wealth Management Consultant • Joined Oct 2022
Wealth Management Consultant • Joined Oct 2023
Wealth Manager • Joined Apr 2021
Wealth Manager • Joined Jan 2024
Wealth Manager • Joined Dec 2021
Director & Chartered Financial Planner • Joined May 2009
Wealth Management Consultant • Joined Jan 2021
Wealth Management Consultant • Joined Aug 2023
Wealth Management Consultant • Joined Jul 2023
Wealth Management Consultant • Joined Mar 2022
Wealth Management Consultant • Joined Oct 2022
Wealth Management Consultant • Joined Oct 2023
Business Support Administrator • Joined Feb 2022
Admin Assistant
Marketing And Events Manager At • Joined Apr 2021
Director And Senior Wealth Manager • Joined Sep 2009
Client Relationship Manager And New Client Introducer • Joined Apr 2000
Wealth Management Consultant And Later Life Specialist (SOLLA Accredited) • Joined Mar 2010
View 20 members