DW Wealth Planning Ltd

DW Wealth Planning Ltd provides financial advice and services, focusing on helping clients achieve their financial goals. The firm has over 20 years of experience and is part of the St. James's Place network, offering various financial planning solutions.
  • Tax planning
  • Corporate services
  • Retirement planning
  • Protection planning
  • Investment management
  • Mortgages and specialist banking
  • Intergenerational wealth management

Size
Small
Phone
N/A
Email
N/A
Locations
3 Queen's Gate, AB15 5YL
01224202400
Digital Popularity
Social Media
Competitors
Welsh and Taylor Wealth
Welsh and Taylor Wealth is a financial advisory firm based in the Aberdeen area, providing holistic financial advice to individuals, families, and business owners across Scotland.
Gary Walker Wealth Management Limited
Gary Walker Wealth Management Limited is a reputable wealth management company based in Aberdeen, providing expert financial advice to individuals, families, and businesses.
Gregor Howitt Wealth Management Ltd
Gregor Howitt Wealth Management Ltd provides personal and tailored wealth management advice to both individuals and businesses.
Company Details
DW Wealth Planning Ltd is operated by DW Wealth Planning Ltd and is a Active company incorporated on 5 October 2017 with the registered office located in Aberdeen, Aberdeenshire. DW Wealth Planning Ltd was registered 7 years ago.

Status
Active
Size
Micro
Directors
1
Age
7 years old
Employees
3
Turnover
Unreported
Total Assets
£143.3K
Cash in Bank
£139.17K
Total Liabilities
-£65.1K

Director • PSC • British • Lives in Scotland • Born in Mar 1971
Mrs Sharon Denise Walker
PSC • British • Lives in Scotland • Born in May 1970
Teams
All
3
Management
2
Sales
1
Director • Joined Nov 2017
Practice Manager • Joined Nov 2019
Business Development Manager • Joined May 2021
Director • Joined Nov 2017
Practice Manager • Joined Nov 2019
Business Development Manager • Joined May 2021