Westminster Wealth Management
Westminster Wealth Management is an independent financial advisory firm that provides financial solutions to clients. They offer services including investment advice, mortgage brokering, and estate planning.
- Mortgage brokering
- Investment planning
- Retirement planning
- Private client management
- Independent financial advice
- Estate and inheritance tax planning
Locations
Digital Popularity
Popularity over time
Competitors
Plutus Wealth Management is a chartered independent financial advisory firm that offers tailored financial planning and investment management services.
Ascot Lloyd is an independent financial advisory firm that focuses on comprehensive financial planning to help clients achieve their financial goals.
Timothy James & Partners is an independent financial advisory firm dedicated to providing bespoke financial advice tailored to the unique needs of each client.
Company Details
Westminster Wealth Management is operated by Westminster Wealth Management LLP and is a Active company incorporated on 6 July 2006 with the registered office located in London, City of London. Westminster Wealth Management LLP was registered 19 years ago.
Status
Active
Size
Medium
Directors
6
Age
19 years old
Employees
64
Turnover
£15.88M
Total Assets
£3.47M
Cash in Bank
£594K
Total Liabilities
-£2.54M
Teams
93
58
50
15
10
8
8
Owner • Joined Nov 2000
Owner
Owner • Joined Apr 2005
Partner • Joined Jun 2016
Partner • Joined Sep 2006
Partner • Joined Jan 2012
Partner • Joined Jan 2006
Marketing Executive • Joined Apr 2023
Marketing Manager • Joined Jan 2023
Finance Director • Joined Jan 2014
Finance Director • Joined Jan 2014
Chartered Wealth Manager • Joined Apr 1998
Private Client Director • Joined May 2021
Head Of Private Clients • Joined Jan 2010
Assistant Compliance Officer • Joined Mar 2023
Mortgage Administrator
Financial Administrator • Joined Feb 2022
Mortgage & Protection Consultant • Joined Dec 2018
Independent Financial Advisor • Joined Jan 2012
Independent Financial Adviser • Joined Jan 2012
Marketing Executive • Joined Apr 2023
Marketing Manager • Joined Jan 2023
Client Account Manager • Joined Aug 2023
Client Account Manager • Joined Jan 2023
Client Account Manager • Joined Jun 2021
Client Account Manager • Joined Jan 2023
Client Account Manager • Joined Sep 2023
Client Account Manager • Joined Sep 2022
Head Of Sales Support • Joined Mar 2014
Sales Support Administrator • Joined Jul 2022
Partner • Joined Jun 2016
Partner • Joined Sep 2006
Partner • Joined Jan 2012
Partner • Joined Jan 2006
Consultant • Joined Jan 2012
Mortgage & Protection Consultant • Joined Dec 2018
Independent Financial Advisor • Joined Jan 2012
Independent Financial Adviser • Joined Jan 2012
Independent Financial Advisor • Joined Sep 2024
Chartered Financial Planner • Joined Jan 2021
Owner • Joined Nov 2000
Owner
Owner • Joined Apr 2005
Marketing Manager • Joined Jan 2023
Finance Director • Joined Jan 2014
Head Of Private Clients • Joined Jan 2010
Head Of Sales Support • Joined Mar 2014
Head Of Client Account Management • Joined Mar 2024
Onboarding Supervisor • Joined Jan 2022
Private Client Services • Joined Sep 2013
Administrator
Administrator
Sales Support Administrator • Joined Jul 2022
Sales Support Administrator • Joined Jan 2017
Junior Sales Administrator • Joined Aug 2023
Personal Assistant • Joined Oct 2012
Administrative Assistant • Joined Jul 2023
Junior Sales Support • Joined Jun 2023
Administrator
Administrator
Mortgage Administrator
Financial Administrator • Joined Feb 2022
Junior Sales Administrator • Joined Aug 2023
Advice & Service Records Administrator • Joined Dec 2022
Personal Assistant • Joined Oct 2012
Administrative Assistant • Joined Jul 2023
View 93 members