FTA Wealth
FTA Wealth is an independent financial advisory firm that advises business professionals and their families on various financial matters. They have experience in advising healthcare professionals, particularly in the dental and medical industries, helping clients meet their financial objectives throughout their working life and into retirement.
- Tax Planning
- Wills & Trusts
- Mortgage Advice
- Health & Well-Being
- Investments & Savings
- Lasting Power of Attorney
- Personal Protection/Insurance
- Business Protection/Insurance
- Pensions & Retirement Planning
Locations
Competitors
Richard Stalley Associates is a firm of financial advisers based in Poole, providing straightforward, jargon-free financial advice tailored to clients' needs.
Positive Solutions is one of the UK's leading financial advice firms, established in 1997.
Saltus is a wealth management firm that provides a range of financial planning and investment management services to individuals and institutions.
Peter Harding Wealth Management is a Principal Partner Practice of St.
Company Details
FTA Wealth is operated by Fta Financial & Wealth Management Limited and is a Active company incorporated on 27 October 2016 with the registered office located in Hertford, Hertfordshire. Fta Financial & Wealth Management Limited was registered 8 years ago.
Status
Active
Size
Micro
Directors
5
Age
8 years old
Employees
8
Turnover
Unreported
Total Assets
£254.39K
Cash in Bank
£51.36K
Total Liabilities
-£148.31K