Greentree Wealth Management

Greentree Wealth Management provides financial advice to clients to help them achieve their financial goals. The firm focuses on building long-term relationships and delivering service to individuals and businesses.
  • Pensions
  • Mortgages
  • Protection
  • Auto Enrolment
  • Savings and Investments

Size
Small
Phone
N/A
Email
N/A
Locations
Edison House, 39a Birmingham Rd, DY10 3JW
01562813101
Digital Popularity
Social Media
Competitors
KRD Financial Advisers Ltd
KRD Financial Advisers Ltd, based in Stourbridge, West Midlands, offers a comprehensive financial planning service tailored to meet your investment, pensions, mortgage, and later life needs.
JWC Financial Solutions
JWC Financial Solutions is a financial advisory firm that provides a comprehensive range of services including investment, protection, mortgages, equity release, taxation, wealth management, business protection, and pensions advice.
Company Details
Greentree Wealth Management is operated by Greentree Wealth Management Limited and is a Active company incorporated on 9 July 2021 with the registered office located in Kidderminster, Worcestershire. Greentree Wealth Management Limited was registered 4 years ago.

Status
Active
Size
Micro
Directors
1
Age
4 years old
Employees
2
Turnover
Unreported
Total Assets
£160.27K
Cash in Bank
Unreported
Total Liabilities
-£86.29K

Director • British • Lives in England • Born in Apr 1976
Mr Gary John Millership
PSC • British • Lives in England • Born in Apr 1976
Teams
All
3
Management
2
Customer Service
1
Client Manager • Joined Jul 2022
Independent Financial Adviser/Managing Director • Joined Jul 2022
Independent Financial Advisor
Independent Financial Adviser/Managing Director • Joined Jul 2022
Independent Financial Advisor
Client Manager • Joined Jul 2022