Margetts Wealth Management

Margetts Wealth Management provides financial planning tailored to the needs of each client. They have over 30 years of experience and focus on offering advice and building relationships with their clients.

Estate planning
Income management
Investment management
Taxation review and control
Corporate succession planning
Business protection strategies
Comprehensive financial planning

Size

Small

Phone

0121 236 0550

Website

margettswealth.co.uk

Available in Endole App

Locations

50-54 St Paul's Square, B3 1QS

01212360550

Digital Popularity

Popularity over time

Social Media

LinkedIn
119 Followers

Competitors

Affinity Financial Planning

Affinity Financial Planning provides professional and expert financial advice, specialising in Pension Planning, Investment Planning, and Protection.

Cartesian Wealth

Cartesian Wealth is an independent financial planning firm dedicated to helping clients understand and take control of their financial aspirations.

Keeley & Co

Keeley & Co is an independent financial advisory firm that offers comprehensive financial planning, wealth management, and insurance services.

Company Details

Margetts Wealth Management is operated by Margetts Wealth Management Limited and is a Active company incorporated on 11 June 2002 with the registered office located in Birmingham, West Midlands. Margetts Wealth Management Limited was registered 23 years ago.

Status

Active

Size

Small

Directors

Age

23 years old

Employees

Turnover

Unreported

Total Assets

£1.2M