Surrey Wealth

Surrey Wealth Ltd is an independent financial adviser practice based in Leatherhead, Surrey. They offer a range of services, including wealth management, retirement planning, and estate planning.
  • Estate Planning
  • Trustee Services
  • Wealth Management
  • Retirement Planning
  • Investment Advisory Services

Size
Small
Phone
N/A
Email
N/A
Locations
8 Manor House, 19 Church St, KT22 8DN
01372877410
Digital Popularity
Social Media
Competitors
Mattioli Woods
Mattioli Woods is a financial services business that provides expert advice on pensions, investments, and financial planning.
Capel Alley Wealth Management
Capel Alley Wealth Management is a professional financial advisory firm dedicated to helping clients achieve their financial goals through tailored wealth management strategies.
Company Details
Surrey Wealth is operated by Surrey Wealth Ltd and is a Active company incorporated on 10 May 2016 with the registered office located in Leatherhead, Surrey. Surrey Wealth Ltd was registered 9 years ago.

Status
Active
Size
Micro
Directors
1
Age
9 years old
Employees
3
Turnover
Unreported
Total Assets
£91.27K
Cash in Bank
£84.72K
Total Liabilities
-£15.38K

Director • PSC • Chartered Financial Planner • British • Lives in England • Born in Sep 1971
Teams
All
3
Consulting
2
Finance
2
Management
1
Practice Manager • Joined Jan 2019
Managing Director & Chartered Financial Planner • Joined Sep 2019
Paraplanner • Joined Jan 2021
Practice Manager • Joined Jan 2019
Managing Director & Chartered Financial Planner • Joined Sep 2019
Paraplanner • Joined Jan 2021
Managing Director & Chartered Financial Planner • Joined Sep 2019
Paraplanner • Joined Jan 2021