Strategy Wealth
Strategy Wealth provides independent financial advice, specializing in pensions, investments, protection, and financial planning based on individual client needs. They focus on creating financial plans that take into account clients' unique circumstances.
- Cash Flow Planning
- Savings & Investments
- Protection & Insurance
- Inheritance Tax Planning
- Pensions & Retirement Planning
Locations
Digital Popularity
Social Media
Competitors
The Demelza Group has been providing independent estate planning advice and financial services in Cornwall since 2003.
Company Details
Strategy Wealth is operated by Strategy Wealth UK Ltd and is a Active company incorporated on 2 May 2023 with the registered office located in Bodmin, Cornwall. Strategy Wealth UK Ltd was registered 2 years 4 months ago.
Status
Active
Size
Micro
Directors
2
Age
2 years 4 months old
Employees
3
Turnover
Unreported
Total Assets
£32.78K
Cash in Bank
£21.31K
Total Liabilities
-£31.91K