Objective Wealth
Objective Wealth is a team of financial planners that assists clients in achieving their financial goals. They offer education and guidance to help clients maintain their financial plans.
- Mortgage advice
- Pension planning
- Financial planning
- Cashflow modelling
- Investment management
Locations
Digital Popularity
Company Details
Objective Wealth is operated by Objective Wealth Ltd and is a Active company incorporated on 10 July 2018 with the registered office located in Billingshurst, West Sussex. Objective Wealth Ltd was registered 7 years ago.
Status
Active
Size
Micro
Directors
2
Age
7 years old
Employees
5
Turnover
Unreported
Total Assets
£213.68K
Cash in Bank
£101.77K
Total Liabilities
-£84.54K
Teams
5
4
1
1
Managing Director • Joined Feb 2019
Mortgage Advisor And Trainee Financial Planner • Joined Jan 2021
Financial Planner • Joined Sep 2024
Financial Planner • Joined May 2019
Trainee Mortgage Advisor • Joined Oct 2023
Financial Advisor • Joined Jan 2021
Financial Planner • Joined Sep 2024
Financial Planner • Joined May 2019
Trainee Mortgage Advisor • Joined Oct 2023
Managing Director • Joined Feb 2019
Mortgage Advisor And Trainee Financial Planner • Joined Jan 2021