Professional Assured – Bespoke Financial Planning

Professional Assured Financial Services Ltd provides financial planning solutions to companies, individuals, and trustees. They operate as a small firm offering advice-based services.
  • Family Protection
  • Investment Planning
  • Wealth Preservation
  • Retirement Counselling
  • Bespoke Financial Planning

Size
Small
Phone
N/A
Email
N/A
Locations
4-6 Royal Exchange, EC3V 3NL
02072569878
Digital Popularity
Social Media
Competitors
ADL Wealth
ADL Wealth is a financial advisory firm that provides tailored wealth management solutions to individuals and businesses.
Apropos Wealth Management
Apropos Wealth Management is dedicated to guiding clients towards a stable financial future through personalised service and advanced financial modelling.
Origen Financial Services
Origen Financial Services is one of the UK's leading financial planning firms, providing trusted financial advice to individuals, families, and businesses for nearly 140 years.
First Wealth
First Wealth is a financial planning and wealth management firm dedicated to improving clients' financial wellbeing and happiness.
Oakway Wealth Management Ltd
Oakway Wealth Management Ltd provides goal-based financial planning and investment advice tailored to individual client needs.
Company Details
Professional Assured – Bespoke Financial Planning is operated by Professional Assured Financial Services Limited and is a Active company incorporated on 29 December 1999 with the registered office located in London, City of London. Professional Assured Financial Services Limited was registered 25 years ago.

Status
Active
Size
Micro
Directors
2
Age
25 years old
Employees
8
Turnover
Unreported
Total Assets
£814.86K
Cash in Bank
£138.21K
Total Liabilities
-£512.55K

Director • Secretary • British • Lives in UK • Born in Jul 1965
Mr Michael Patrick Tatum
PSC • British • Lives in England • Born in Jul 1965
Teams
All
5
Administration
3
Finance
2
Other
1
Financial Administrator • Joined Mar 2024
IFA Admin • Joined Aug 2021
Admininstrator • Joined Aug 2023
Summer Intern
Adviser
Financial Administrator • Joined Mar 2024
IFA Admin • Joined Aug 2021
Admininstrator • Joined Aug 2023
Financial Administrator • Joined Mar 2024
Adviser
Summer Intern