Jones Regan Wealth Management Ltd
Jones Regan Wealth Management Ltd is a financial advisory firm that provides financial advice. They offer a range of services to assist private and corporate clients in managing and growing their wealth.
- Tax planning
- Corporate services
- Retirement planning
- Protection planning
- Investment management
- Mortgages and specialist banking
- Intergenerational wealth management
Locations
Digital Popularity
Social Media
LinkedIn111 Followers
Competitors
Capstone Financial is a financial advisory firm based in Manchester, specialising in tailored financial planning and investment management services.
Company Details
Jones Regan Wealth Management Ltd is operated by Jones Regan Wealth Management Ltd and is a Active company incorporated on 24 March 2014 with the registered office located in Congleton, Cheshire. Jones Regan Wealth Management Ltd was registered 11 years ago.
Status
Active
Size
Small
Directors
3
Age
11 years old
Employees
18
Turnover
Unreported
Total Assets
£3.08M
Cash in Bank
£453.68K
Total Liabilities
-£1.52M
Teams
9
6
6
1
Administration Manager • Joined Jan 2019
Wealth Management Administrator • Joined Jun 2024
Marketing Consultant • Joined Sep 2016
Andrea Connor Wealth Management Consultant • Joined Dec 2014
Financial Adviser • Joined Sep 2022
Trainee Paraplanner • Joined Jul 2024
Retired • Joined Dec 2022
Chartered Paraplanner • Joined Jun 2021
Financial Adviser • Joined Sep 2022
Marketing Consultant • Joined Sep 2016
Andrea Connor Wealth Management Consultant • Joined Dec 2014
Financial Adviser • Joined Sep 2022
Retired • Joined Dec 2022
Chartered Paraplanner • Joined Jun 2021
Financial Adviser • Joined Sep 2022
Wealth Management Administrator • Joined Jun 2024
Andrea Connor Wealth Management Consultant • Joined Dec 2014
Financial Adviser • Joined Sep 2022
Trainee Paraplanner • Joined Jul 2024
Chartered Paraplanner • Joined Jun 2021
Financial Adviser • Joined Sep 2022
Administration Manager • Joined Jan 2019