Wiltshire Wealth

Wiltshire Wealth provides independent financial advice to individuals, families, and business owners to assist them in making financial decisions.
  • Tax management
  • Cashflow modelling
  • Retirement planning
  • Business financial planning
  • Independent financial advice
Size
Small
Phone
N/A
Website
wiltshirewealth.com
Email
N/A
Locations
Wiltshire Wealth, 9 Silver St, BA15 1JY
01225699790
Digital Popularity
Social Media
Competitors
Montgomery Charles Wealth Management
Montgomery Charles is an independent financial planning firm that has been providing expert advice since 1996.
Company Details
Wiltshire Wealth is operated by Wiltshire Wealth Ltd and is a Active company incorporated on 16 January 2020 with the registered office located in Bradford-on-Avon, Wiltshire. Wiltshire Wealth Ltd was registered 5 years ago.
Status
Active
Size
Micro
Directors
2
Age
5 years old
Employees
2
Turnover
Unreported
Total Assets
£89.37K
Cash in Bank
£86.44K
Total Liabilities
-£47.84K
Mrs Samantha Elizabeth Wiltshire
Director • PSC • British • Lives in UK • Born in Apr 1985
Mr Daniel George Wiltshire
Director • PSC • Financial Adviser • British • Lives in UK • Born in Aug 1985
More information on Wiltshire Wealth Ltd
Teams
All
2
Business Development
1
Other
1
Daniel Wiltshire
Actuary & Independent Financial Planner • Joined Jan 2020
Mike Lusby
Business Advisor • Joined Jan 2019
Mike Lusby
Business Advisor • Joined Jan 2019
Daniel Wiltshire
Actuary & Independent Financial Planner • Joined Jan 2020