WD Wealth Management Ltd

WD Wealth Management Ltd offers wealth management solutions to private and corporate clients, covering financial advice such as investment planning, retirement planning, and tax planning. The firm focuses on building long-term relationships with clients to assist them in achieving their financial goals.
  • Tax planning
  • Corporate services
  • Investment planning
  • Retirement planning
  • Personal and business protection
  • Mortgages and specialist banking
  • Bespoke wealth management solutions
  • Intergenerational wealth management

Size
Small
Phone
N/A
Email
N/A
Locations
Ellersley House, 30 Miller Rd, KA7 2AY
01292857857
Digital Popularity
Social Media
Competitors
Nolan Wealth Management
NWM specialise in wealth management solutions and independent financial advice, focusing on high net worth individuals.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
One50 Financial Planning
One50 Financial Planning is a boutique independent financial advice firm dedicated to providing honest and expert financial planning services in Ayrshire.
Company Details
WD Wealth Management Ltd is operated by WD Wealth Management Ltd and is a Active company incorporated on 23 March 2015 with the registered office located in Ayr, Ayrshire and Arran. WD Wealth Management Ltd was registered 10 years ago.

Status
Active
Size
Micro
Directors
2
Age
10 years old
Employees
7
Turnover
Unreported
Total Assets
£156.72K
Cash in Bank
Unreported
Total Liabilities
-£80.93K

Director • Chartered Accountant • British • Lives in UK • Born in May 1970
Director • PSC • Financial Adviser • British • Lives in Scotland • Born in May 1985
WD Wealth Management (Holdings) Ltd
PSC
Teams
All
7
Management
2
Customer Service
2
Support
2
Engineering
1
Other
1
Director • Joined Oct 2015
Practice Manager • Joined Apr 2021
Administrator • Joined Jun 2021
Technical Specialist • Joined Mar 2024
Client Servicing Specialist • Joined Oct 2021
Financial Adviser • Joined Mar 2017
Financial Adviser At WD Wealth Management • Joined Oct 2023
Director • Joined Oct 2015
Practice Manager • Joined Apr 2021
Client Servicing Specialist • Joined Oct 2021
Financial Adviser • Joined Mar 2017
Administrator • Joined Jun 2021
Client Servicing Specialist • Joined Oct 2021
Technical Specialist • Joined Mar 2024
Financial Adviser At WD Wealth Management • Joined Oct 2023