Omega Wealth & Finance
Omega Wealth & Finance is a financial advisory firm that provides financial advice to individuals throughout Yorkshire. They focus on understanding clients' current situations and financial objectives to develop plans that help them achieve their goals.
- Savings
- Pensions
- Mortgages
- Protection
- Auto Enrolment
- Equity Release
- Long-term Care
- General Insurance
- Retirement and later-life planning
- Commercial Finance and Buy to Let Mortgages
Locations
Digital Popularity
Competitors
Richard Stalley Associates is a firm of financial advisers based in Poole, providing straightforward, jargon-free financial advice tailored to clients' needs.
Company Details
Omega Wealth & Finance is operated by Sandringham Financial Partners Limited and is a Active company incorporated on 10 April 2012 with the registered office located in Huddersfield, West Yorkshire. Sandringham Financial Partners Limited was registered 13 years ago.
Status
Active
Size
Large
Directors
5
Age
13 years old
Employees
Unreported
Turnover
£31.92M
Total Assets
£13.12M
Cash in Bank
£9.4M
Total Liabilities
-£7.48M
Teams
9
7
4
2
Director • Joined Jul 2021
Financial Services Administrator
Mortgage Assistant • Joined Jul 2021
Administrative Assistant • Joined Nov 2018
Financial Planner • Joined Mar 2021
Independent Financial Advisor • Joined May 2021
Senior Paraplanner • Joined Jan 2024
Commercial Finance Broker • Joined Jun 2021
Accountant • Joined Sep 2024
Financial Services Administrator
Mortgage Assistant • Joined Jul 2021
Financial Planner • Joined Mar 2021
Independent Financial Advisor • Joined May 2021
Senior Paraplanner • Joined Jan 2024
Commercial Finance Broker • Joined Jun 2021
Accountant • Joined Sep 2024
Financial Services Administrator
Administrative Assistant • Joined Nov 2018
Director • Joined Jul 2021
Financial Planner • Joined Mar 2021
Independent Financial Advisor • Joined May 2021
Senior Paraplanner • Joined Jan 2024