Apropos Wealth Management

Apropos Wealth Management provides financial guidance to clients by offering personalized service and financial modeling. The firm aims to understand the specific needs of individuals, families, and businesses to develop financial strategies.
  • Tax planning
  • Wealth management
  • Retirement planning
  • Investment management
  • Financial planning advice

Size
Small
Phone
0203 198 1110
Email
Available in Endole App
Locations
1 Poultry, EC2R 8EJ
02031981110
8:30 - 17:00
Digital Popularity
Social Media
Competitors
First Wealth
First Wealth is a financial planning and wealth management firm dedicated to improving clients' financial wellbeing and happiness.
Thera Wealth Management
Thera Wealth Management is a financial planning service that caters to private clients, business owners, and their families in London and the south-east of England.
ADL Wealth
ADL Wealth is a financial advisory firm that provides tailored wealth management solutions to individuals and businesses.
Company Details
Apropos Wealth Management is operated by Apropos Wealth Management Ltd and is a Active company incorporated on 4 February 2014 with the registered office located in London, City of London. Apropos Wealth Management Ltd was registered 11 years ago.

Status
Active
Size
Micro
Directors
2
Age
11 years old
Employees
9
Turnover
Unreported
Total Assets
£577.56K
Cash in Bank
£58
Total Liabilities
-£177.37K

Director • British • Lives in England • Born in Feb 1976
Director • Financial Adviser • British • Lives in England • Born in Apr 1976
Bourgeon Holdings Limited
PSC
Teams
All
7
Finance
5
Leadership
1
Financial Services
1
Co-founder And Director • Joined Feb 2014
IFA Administrator • Joined Jan 2025
IFA Administrator • Joined Jan 2025
Paraplanner • Joined Jan 2021
Junior Paraplanner • Joined Oct 2023
Adviser Support • Joined Oct 2023
Chartered Financial Planner • Joined Apr 2022
IFA Administrator • Joined Jan 2025
IFA Administrator • Joined Jan 2025
Paraplanner • Joined Jan 2021
Junior Paraplanner • Joined Oct 2023
Chartered Financial Planner • Joined Apr 2022
Co-founder And Director • Joined Feb 2014
Adviser Support • Joined Oct 2023