Crawford Dean Wealth Management Ltd
Crawford Dean Wealth Management Ltd is a wealth management firm that serves the financial planning needs of individuals, families, businesses, and trustees. They provide advice tailored to help clients achieve their financial goals.
- Tax planning
- Corporate services
- Investment planning
- Retirement planning
- Protection planning
- Mortgages and specialist banking
- Intergenerational wealth management
Locations
Digital Popularity
Social Media
Competitors
Oakdale Financial Services Ltd provides face-to-face wealth management advice tailored to the needs of private and corporate clients.
VS Wealth Management Ltd specialises in providing bespoke financial planning services for individuals, families, and businesses.
Company Details
Crawford Dean Wealth Management Ltd is operated by Crawford Dean Wealth Management Ltd and is a Active company incorporated on 12 November 2020 with the registered office located in Stanmore, Greater London. Crawford Dean Wealth Management Ltd was registered 4 years ago.
Status
Active
Size
Micro
Directors
3
Age
4 years old
Employees
11
Turnover
Unreported
Total Assets
£6.62M
Cash in Bank
£214.04K
Total Liabilities
-£6.48M
Teams
11
4
4
4
3
Wealth Manager - Director • Joined Jan 2017
Wealth Manager • Joined Dec 2022
Wealth Manager • Joined Aug 2022
Wealth Manager • Joined Jan 2021
Wealth Manager • Joined Sep 2024
Senior Partner Practice Of St. James's Place • Joined May 2009
Client Services And Paraplanning Manager • Joined Jan 2015
Client Consultant • Joined Sep 2024
Client Relationship Consultant • Joined Jul 2024
Client Relationship Consultant • Joined Apr 2022
Wealth Manager • Joined Dec 2022
Wealth Manager • Joined Aug 2022
Wealth Manager • Joined Jan 2021
Wealth Manager • Joined Sep 2024
Client Consultant • Joined Sep 2024
Client Relationship Consultant • Joined Jul 2024
Client Relationship Consultant • Joined Apr 2022
Client Relationship Consultant • Joined Jul 2024
Client Consultant • Joined Sep 2024
Client Relationship Consultant • Joined Jul 2024
Client Relationship Consultant • Joined Apr 2022
Client Relationship Consultant • Joined Jul 2024
Wealth Manager - Director • Joined Jan 2017
Senior Partner Practice Of St. James's Place • Joined May 2009
Client Services And Paraplanning Manager • Joined Jan 2015
View 11 members