Filsell Wealth Ltd
Filsell Wealth Ltd is a financial advisory firm that offers various services to assist clients in managing their wealth. The company focuses on building long-term relationships with clients to help them achieve their financial objectives.
- Tax planning
- Corporate services
- Investment planning
- Retirement planning
- Protection planning
- Intergenerational wealth management
Locations
Company Details
Filsell Wealth Ltd is operated by Filsell Wealth Ltd and is a Active company incorporated on 26 May 2021 with the registered office located in Grangemouth, Stirling and Falkirk. Filsell Wealth Ltd was registered 4 years ago.
Status
Active
Size
Micro
Directors
1
Age
4 years old
Employees
7
Turnover
Unreported
Total Assets
£3.91M
Cash in Bank
£115.97K
Total Liabilities
-£235.44K
Teams
5
2
2
2
1
1
Office Manager • Joined Mar 2019
Client Relationship Manager • Joined Sep 2017
Filsell Wealth Ltd
Paraplanner • Joined Apr 2021
Financial Adviser • Joined Sep 2017
Office Manager • Joined Mar 2019
Paraplanner • Joined Apr 2021
Financial Adviser • Joined Sep 2017
Paraplanner • Joined Apr 2021
Financial Adviser • Joined Sep 2017
Client Relationship Manager • Joined Sep 2017
Financial Adviser • Joined Sep 2017
Filsell Wealth Ltd