Webster Associates Ltd
Webster Associates Ltd is a personal wealth management service that provides financial advice tailored to individual client needs. They focus on retirement planning, investment strategies, and tax planning.
- Mortgages
- Tax planning
- Investment planning
- Retirement & later life planning
Locations
Digital Popularity
Competitors
S4 Financial is a boutique wealth management firm based in Hartley Wintney, Hampshire, established in 2004.
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Webster Associates Ltd is operated by Webster Associates Ltd and is a Active company incorporated on 23 October 2020 with the registered office located in Hook, Hampshire. Webster Associates Ltd was registered 4 years ago.
Status
Active
Size
Micro
Directors
2
Age
4 years old
Employees
12
Turnover
Unreported
Total Assets
£5.35M
Cash in Bank
£48
Total Liabilities
-£5.4M
Teams
7
3
3
3
1
Director & Chairman Of The Board • Joined May 1997
Marketing Manager • Joined Jun 2017
Practice Manager • Joined Apr 2022
Managing Director & Chartered Financial Planner • Joined Aug 2019
Paraplanning Team Leader • Joined Apr 2022
Senior Financial Adviser • Joined Aug 2016
Paraplanner • Joined Jan 2022
Marketing Manager • Joined Jun 2017
Practice Manager • Joined Apr 2022
Paraplanning Team Leader • Joined Apr 2022
Managing Director & Chartered Financial Planner • Joined Aug 2019
Senior Financial Adviser • Joined Aug 2016
Paraplanner • Joined Jan 2022
Managing Director & Chartered Financial Planner • Joined Aug 2019
Senior Financial Adviser • Joined Aug 2016
Paraplanner • Joined Jan 2022
Director & Chairman Of The Board • Joined May 1997