Solosy Wealth Management Limited

Solosy Wealth Management offers wealth management advice tailored to the objectives of private and corporate clients. The firm focuses on building long-term relationships and provides a range of services to assist clients in achieving their financial goals.
  • Tax planning
  • Corporate services
  • Retirement planning
  • Protection planning
  • Investment management
  • Mortgages and specialist banking

Size
Small
Phone
N/A
Email
N/A
Locations
Sherborne House, Sherborne Ave, CF23 6SA
02922404357
Digital Popularity
Social Media
Competitors
Archytas Strategic Planning
Archytas Strategic Planning is an independent financial adviser offering tailored financial services and advice for individuals and businesses.
AMG Wealth Solutions LLP
AMG Wealth Solutions LLP is a financial services firm based in Rhiwbina, Cardiff, dedicated to supporting and delivering financial goals for its clients.
Pure Wealth Management
Pure Wealth Management is an independent financial advisory practice that offers personalised financial advice across various areas including pensions, investments, and estate planning.
Company Details
Solosy Wealth Management Limited is operated by Solosy Wealth Management Ltd and is a Active company incorporated on 18 July 2014 with the registered office located in Cardiff, South Glamorgan. Solosy Wealth Management Ltd was registered 11 years ago.

Status
Active
Size
Micro
Directors
2
Age
11 years old
Employees
1
Turnover
Unreported
Total Assets
£62.44K
Cash in Bank
£32.66K
Total Liabilities
-£17.98K

Director • Consultant • British • Lives in Wales • Born in Mar 1976
Director • PSC • PSC • Finance • British • Lives in Wales • Born in Mar 1974
Teams
All
6
Consulting
3
Finance
3
Management
1
Customer Service
1
Other
1
Practice Manager • Joined Mar 2016
Chartered Financial Planner At Solosy Wealth Management • Joined Feb 2016
Financial Planner • Joined Sep 2022
Paraplanner • Joined May 2023
Practice Support
Financial Planner • Joined Sep 2022
Paraplanner • Joined May 2023
Practice Manager • Joined Mar 2016
Financial Planner • Joined Sep 2022
Paraplanner • Joined May 2023
Practice Support
Chartered Financial Planner At Solosy Wealth Management • Joined Feb 2016