Welsh and Taylor Wealth

Welsh and Taylor Wealth is a financial advisory firm based in the Aberdeen area, providing financial advice to individuals, families, and business owners across Scotland. The firm focuses on assisting clients with their long-term financial goals through wealth management services.
  • 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
2nd Floor, H1, Welsh & Taylor Wealth, Office 2.36, Hill of Rubislaw, Anderson Dr, AB15 6BL
01224054404
Digital Popularity
Social Media
Competitors
DW Wealth Planning Ltd
DW Wealth Planning Ltd provides personalised financial advice and services, focusing on helping clients achieve their financial goals.
Gary Walker Wealth Management Limited
Gary Walker Wealth Management Limited is a reputable wealth management company based in Aberdeen, providing expert financial advice to individuals, families, and businesses.
Gregor Howitt Wealth Management Ltd
Gregor Howitt Wealth Management Ltd provides personal and tailored wealth management advice to both individuals and businesses.
Company Details
Welsh and Taylor Wealth is operated by WTW Ltd and is a Active company incorporated on 15 August 2019 with the registered office located in Aberdeen, City of Aberdeen. WTW Ltd was registered 6 years ago.

Status
Active
Size
Micro
Directors
2
Age
6 years old
Employees
9
Turnover
Unreported
Total Assets
£916.1K
Cash in Bank
£307.06K
Total Liabilities
-£532.34K

Director • PSC • Financial Consultant • British • Lives in Scotland • Born in Jan 1993
Director • PSC • Financial Consultant • British • Lives in Scotland • Born in Apr 1990
Teams
All
5
Management
3
Customer Service
2
Operations Manager • Joined Jan 2025
Managing Director • Joined Jan 2020
Managing Director • Joined Jan 2020
Senior Client Service Co-ordinator • Joined Apr 2023
Financial Adviser • Joined Jan 2024
Operations Manager • Joined Jan 2025
Managing Director • Joined Jan 2020
Managing Director • Joined Jan 2020
Senior Client Service Co-ordinator • Joined Apr 2023
Financial Adviser • Joined Jan 2024