William Highbourne Wealth Management

William Highbourne Wealth Management is an independent financial planning and wealth management company located in Exmouth, Devon. They provide wealth management solutions for individuals, business owners, and their families.
  • Investments
  • Estate planning
  • Cash management
  • Retirement planning
  • Cashflow forecasting
  • Long-term care management

Size
Small
Phone
N/A
Email
N/A
Locations
32 Rolle St, EX8 2SH
01395207350
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Cameron Jones Financial Management Ltd
Cameron Jones Financial Management Ltd provides personalised, face-to-face financial planning and wealth management advice to individuals and businesses.
Avocet Wealth Partnership Ltd
Avocet Wealth Partnership Ltd is a financial advisory firm that provides a wide range of wealth management services.
Meredith Morgan Taylor
Meredith Morgan Taylor provides reliable and trustworthy financial advice to help customers navigate the complexities of managing their finances.
JBM Wealth Management
JBM Wealth Management, based in Exmouth, Devon, offers a comprehensive independent wealth management and financial planning service for investment, pension, and estate planning needs.
Company Details
William Highbourne Wealth Management is operated by William Highbourne Wealth Management Limited and is a Active company incorporated on 17 March 2010 with the registered office located in Exeter, Devon. William Highbourne Wealth Management Limited was registered 15 years ago.

Status
Active
Size
Micro
Directors
2
Age
15 years old
Employees
8
Turnover
£622.31K
Total Assets
£251.28K
Cash in Bank
£158.05K
Total Liabilities
-£140.38K

Director • British • Lives in England • Born in Dec 1968
Director • PSC • Dutch • Lives in UK • Born in Apr 1963
Mrs Tanya Louise Burger
PSC • British • Lives in UK • Born in Jun 1962
Teams
All
4
Leadership
1
Investment
1
Other
2
Chartered Wealth Manager & Director • Joined Mar 2022
Chartered Wealth Manager & Managing Director • Joined Oct 2020
Wealth Manager • Joined Apr 2021
Chairperson Of The Board • Joined Nov 2020
Chairperson Of The Board • Joined Nov 2020
Wealth Manager • Joined Apr 2021
Chartered Wealth Manager & Director • Joined Mar 2022
Chartered Wealth Manager & Managing Director • Joined Oct 2020