Swiftsure Wealth Management Limited

Swiftsure Wealth Management Limited offers personal and corporate financial planning services. Established in 2016, the firm provides advice on various aspects of wealth management.
  • Mortgages
  • Estate Planning
  • Pension Planning
  • Investment Planning
  • Later Life Planning
  • Corporate Financial Planning
  • Tax-efficient Investment Planning

Size
Small
Phone
N/A
Email
N/A
Locations
1 Church Hill, WA16 6DH
01612416350
Digital Popularity
Popularity over time
Social Media
Competitors
Beaumont Wealth
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Apogee Wealth Management
Apogee Wealth Management is a Chartered firm of independent financial advisers based in Knutsford, offering clarity on financial matters and bespoke solutions tailored to individual needs.
Nice Associates Limited
Nice Associates Limited provides tailored wealth management advice to individuals and businesses, focusing on achieving personal and business objectives.
Xentum
Xentum is a lifestyle financial planning service that focuses on helping clients achieve their life goals through a unique, holistic approach to financial management.
Company Details
Swiftsure Wealth Management Limited is operated by Swiftsure Wealth Management Limited and is a Active company incorporated on 20 January 2021 with the registered office located in Knutsford, Cheshire. Swiftsure Wealth Management Limited was registered 4 years ago.

Status
Active
Size
Small
Directors
1
Age
4 years old
Employees
11
Turnover
Unreported
Total Assets
£8.07M
Cash in Bank
£129.37K
Total Liabilities
-£4.12M

Director • PSC • British • Lives in UK • Born in Jan 1975
Teams
All
9
Finance
6
Customer Service
3
Client Relationship Manager • Joined Feb 2024
Head Of Financial Planning • Joined Mar 2021
Client Administrator • Joined Oct 2023
Client Administrator • Joined Sep 2023
Financial Advisor • Joined Oct 2021
Financial Advisor • Joined Nov 2022
Trainee Paraplanner • Joined Sep 2023
Paraplanner • Joined Jul 2023
Trainee Financial Advisor • Joined Sep 2021
Head Of Financial Planning • Joined Mar 2021
Financial Advisor • Joined Oct 2021
Financial Advisor • Joined Nov 2022
Trainee Paraplanner • Joined Sep 2023
Paraplanner • Joined Jul 2023
Trainee Financial Advisor • Joined Sep 2021
Client Relationship Manager • Joined Feb 2024
Client Administrator • Joined Oct 2023
Client Administrator • Joined Sep 2023