Bowbrook Financial Planners Ltd

Bowbrook Financial Planners Ltd provides financial advice and specializes in wealth management, offering a range of services to help clients achieve their financial goals.
  • Tax planning
  • Corporate services
  • Investment planning
  • Retirement planning
  • Protection planning
  • Mortgages and specialist banking
  • Intergenerational wealth management

Size
Small
Phone
N/A
Email
N/A
Locations
2A, Sherbrook House, Swan Mews, Swan Rd, WS13 6TU
01543399940
Digital Popularity
Social Media
Competitors
The Platt Partnership Ltd
The Platt Partnership Ltd offers a distinctive approach to clients and their financial affairs, providing personal attention and years of experience from a friendly team of financial advisers.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Tenet Group Limited
Tenet Group Limited is a financial services group that has been winding down its operations, including the sale and transfer of its network of independent financial advisers.
Company Details
Bowbrook Financial Planners Ltd is operated by Bowbrook Financial Planners Ltd and is a Active company incorporated on 17 August 2020 with the registered office located in Lichfield, Staffordshire. Bowbrook Financial Planners Ltd was registered 5 years ago.

Status
Active
Size
Micro
Directors
1
Age
5 years old
Employees
8
Turnover
Unreported
Total Assets
£1.78M
Cash in Bank
£142.33K
Total Liabilities
-£1.73M

Director • PSC • British • Lives in England • Born in Aug 1993
Teams
All
3
Administration
2
Consulting
1
PA To Managing Director • Joined Nov 2023
Technical Administrator • Joined Aug 2024
Financial Adviser • Joined Mar 2021
PA To Managing Director • Joined Nov 2023
Technical Administrator • Joined Aug 2024
Financial Adviser • Joined Mar 2021