Bloomsbury Wealth

Bloomsbury Wealth is a financial services firm that provides wealth management solutions. They focus on protecting client privacy and ensuring the security of personal information.
  • Estate planning
  • Pension guidance
  • Wealth management
  • Financial planning
  • Investment services

Size
Small
Phone
N/A
Email
N/A
Digital Popularity
Popularity over time
Social Media
Competitors
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Tingley & Cooper
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Company Details
Bloomsbury Wealth is operated by Raymond James Investment Services Limited and is a Active company incorporated on 28 May 1999 with the registered office located in London, Greater London. Raymond James Investment Services Limited was registered 26 years ago.

Status
Active
Size
Large
Directors
10
Age
26 years old
Employees
256
Turnover
£88.35M
Total Assets
£50.35M
Cash in Bank
£26.94M
Total Liabilities
-£22.28M

Director • Finance Director • British • Lives in UK • Born in Mar 1970
Director • Director • Irish • Lives in UK • Born in May 1958
Director • President, Private Client Group • American • Lives in United States • Born in Mar 1971
Director • Chief Risk Officer • American • Lives in United States • Born in Apr 1980
Director • Ceo • Irish • Lives in UK • Born in Jul 1967
Director • British • Lives in Scotland • Born in Mar 1959
Teams
All
6
Operations
5
Retail
1
Branch Principal • Joined Jan 2001
Wealth Planning Executive • Joined May 2023
Wealth Planning Manager • Joined Oct 2021
Wealth Planning Manager • Joined Aug 2023
Wealth Planning Manager • Joined Feb 2013
Wealth Planning Assistant • Joined Jun 2023
Wealth Planning Executive • Joined May 2023
Wealth Planning Manager • Joined Oct 2021
Wealth Planning Manager • Joined Aug 2023
Wealth Planning Manager • Joined Feb 2013
Wealth Planning Assistant • Joined Jun 2023
Branch Principal • Joined Jan 2001