Bulley Davey Wealth Management

Bulley Davey Wealth Management offers financial advice tailored to individual needs, focusing on building relationships with clients. Their services include financial planning, pensions, investments, and protection strategies.
  • Tax planning
  • Life assurance
  • Long term care
  • Pension planning
  • Wills and probate
  • Medical insurance
  • Wealth preservation
Size
Small
Phone
N/A
Website
bulleydaveywm.co.uk
Email
N/A
Locations
1 London Rd, PE11 2TA
01775718850
Digital Popularity
Social Media
Company Details
Bulley Davey Wealth Management is operated by Bulley Davey Wealth Management Limited and is a Active company incorporated on 13 October 2011 with the registered office located in Spalding, Lincolnshire. Bulley Davey Wealth Management Limited was registered 13 years ago.
Status
Active
Size
Micro
Directors
6
Age
13 years old
Employees
Unreported
Turnover
Unreported
Total Assets
£2.99M
Cash in Bank
£415.08K
Total Liabilities
-£1.13M
Andrew Robert Atkins
Director • Accountant • British • Lives in England • Born in Dec 1970
Mr Darren Anthony William Wakefield
Director • Financial Advisor • British • Lives in England • Born in Oct 1969
Mitchell Alan Burden
Director • Acccountant • British • Lives in UK • Born in Mar 1967
Michael James Gregson
Director • Insolvency Practitioner • British • Lives in UK • Born in May 1971
Mr Robin Scott Bates
Director • Financial Planner • British • Lives in England • Born in Jun 1970
Peter Richard Wright
Director • Accountant • British • Lives in England • Born in Aug 1978
More information on Bulley Davey Wealth Management Limited
Teams
All
15
Finance
11
Administration
8
Management
4
Darren Wakefield
Director • Joined Nov 2011
Natasha Sedge
Head Of Paraplanning • Joined Aug 2020
Jennie Bourne
Administrator • Joined Jul 2024
Debbie Ledger
Senior Administrator • Joined Jun 2019
Joseph Haselgrove
Financial Administrator • Joined Oct 2022
Paulina C
Financial Administrator • Joined Jun 2024
Machaela Smith
Finance Administrator
Stefania Buscu
Financial Administrator • Joined May 2024
Karen Howard
Corporate Pensions Administrator • Joined Mar 2024
Ellie Muir
Paraplanner • Joined Oct 2022
Natasha Sedge
Head Of Paraplanning • Joined Aug 2020
Joseph Haselgrove
Financial Administrator • Joined Oct 2022
Paulina C
Financial Administrator • Joined Jun 2024
Machaela Smith
Finance Administrator
Stefania Buscu
Financial Administrator • Joined May 2024
Karen Howard
Corporate Pensions Administrator • Joined Mar 2024
Ellie Muir
Paraplanner • Joined Oct 2022
Alexander Don
Independent Financial Adviser • Joined May 2022
Clare Johnson-Smith
Financial Researcher • Joined Mar 2020
Lisa Sheridan
Financial Researcher • Joined Nov 2021
Jennie Bourne
Administrator • Joined Jul 2024
Debbie Ledger
Senior Administrator • Joined Jun 2019
Joseph Haselgrove
Financial Administrator • Joined Oct 2022
Paulina C
Financial Administrator • Joined Jun 2024
Machaela Smith
Finance Administrator
Stefania Buscu
Financial Administrator • Joined May 2024
Karen Howard
Corporate Pensions Administrator • Joined Mar 2024
Jenny Hall
Admin Team Leader • Joined Feb 2017
Darren Wakefield
Director • Joined Nov 2011
Natasha Sedge
Head Of Paraplanning • Joined Aug 2020
Debbie Ledger
Senior Administrator • Joined Jun 2019
Jenny Hall
Admin Team Leader • Joined Feb 2017
View 15 members