RBA Wealth Management Ltd

RBA Wealth Management Ltd is a financial planning and wealth management firm serving individuals, families, and businesses throughout the UK. The firm focuses on providing advice on various aspects of wealth management.
  • Tax planning
  • Corporate services
  • Investment planning
  • Retirement planning
  • Protection planning
  • Mortgages and specialist banking
  • Intergenerational wealth management

Size
Small
Phone
N/A
Email
N/A
Locations
14 St Mary's St, PE9 2DF
01780482323
9:00 - 17:00
23 High St, ST14 7HN
01889568444
8:45 - 17:00
Digital Popularity
Social Media
Company Details
RBA Wealth Management Ltd is operated by Rba Wealth Limited and is a Active company incorporated on 13 March 2008 with the registered office located in Uttoxeter, Staffordshire. Rba Wealth Limited was registered 17 years ago.

Status
Active
Size
Micro
Directors
1
Age
17 years old
Employees
1
Turnover
Unreported
Total Assets
Unreported
Cash in Bank
Unreported
Total Liabilities
Unreported

Director • British • Lives in England • Born in Apr 1970
Rba Wealth Management Limited
PSC
Teams
All
8
Management
6
Support
2
Operations Manager • Joined Sep 2018
Head Of Client Administration • Joined Jan 2024
Office Administrator • Joined Feb 2024
Marketing Consultant • Joined Jan 2015
Senior Investment Consultant • Joined Jul 2018
Wealth Management Consultant • Joined Mar 2023
Administrative Assistant • Joined Jan 2024
Team Leader • Joined Sep 2020
Operations Manager • Joined Sep 2018
Head Of Client Administration • Joined Jan 2024
Marketing Consultant • Joined Jan 2015
Senior Investment Consultant • Joined Jul 2018
Wealth Management Consultant • Joined Mar 2023
Team Leader • Joined Sep 2020
Office Administrator • Joined Feb 2024
Administrative Assistant • Joined Jan 2024