Concept Wealth
Concept Wealth is a financial advisory firm that offers financial planning services tailored to individual needs. They specialize in areas including savings, investments, retirement, and tax planning.
- Tax Planning
- Estate Planning
- Corporate Planning
- Retirement Planning
- Protection Planning
- Savings & Investments
Locations
Digital Popularity
Social Media
LinkedIn236 Followers
Competitors
Gritstone Financial Planning Limited provides trusted face-to-face and virtual financial advice to individuals and businesses.
Vitty Alexander Wealth Management Ltd provides bespoke wealth management advice to individuals and businesses across the UK.
Greaves Wealth Management is an independent financial consultancy based in Sheffield, founded by Peter Greaves, who has nearly 30 years of experience in managing financial affairs for private and corporate clients.
Company Details
Concept Wealth is operated by Concept Wealth Ltd and is a Active company incorporated on 10 September 2020 with the registered office located in Sheffield, South Yorkshire. Concept Wealth Ltd was registered 5 years ago.
Status
Active
Size
Micro
Directors
2
Age
5 years old
Employees
9
Turnover
Unreported
Total Assets
£523.34K
Cash in Bank
£255.23K
Total Liabilities
-£204.14K
Teams
3
1
2
Independent Financial Advisor/Director • Joined Nov 2020
Chartered Financial Planner & Investment Director • Joined Nov 2020
Administrator • Joined May 2021
Administrator • Joined May 2021
Independent Financial Advisor/Director • Joined Nov 2020
Chartered Financial Planner & Investment Director • Joined Nov 2020