Whitfield Wealth Management Ltd

Whitfield Wealth Management Ltd is a financial advisory firm that provides wealth management services to clients.
  • Tax planning
  • Wealth management
  • Corporate services
  • Investment planning
  • Retirement planning
  • Protection planning
  • Mortgages and specialist banking
  • Intergenerational wealth management

Size
Small
Phone
N/A
Email
N/A
Locations
23 Goodlass Rd, L24 9HJ
01515590669
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Whitfield Wealth Management Ltd is operated by Whitfield Wealth Management Ltd and is a Active company incorporated on 30 September 2015 with the registered office located in Liverpool, Merseyside. Whitfield Wealth Management Ltd was registered 9 years ago.

Status
Active
Size
Micro
Directors
1
Age
9 years old
Employees
1
Turnover
Unreported
Total Assets
£46.89K
Cash in Bank
Unreported
Total Liabilities
-£22.21K

Director • PSC • British • Lives in England UK • Born in May 1986
Teams
All
4
Sales
2
Management
2
Practice Manager • Joined Jan 2023
Financial Adviser, Managing Director • Joined Apr 2019
Business Devlopment Administrator
Relationship Management • Joined May 2023
Business Devlopment Administrator
Relationship Management • Joined May 2023
Practice Manager • Joined Jan 2023
Financial Adviser, Managing Director • Joined Apr 2019