BTM Wealth Management Ltd

BTM Wealth Management Ltd is a financial advisory firm that provides various services to assist clients in managing their wealth. They focus on establishing long-term relationships with clients and offering financial advice tailored to individual goals.
  • Tax planning
  • Corporate services
  • Retirement planning
  • Protection planning
  • Investment management
  • Mortgages and specialist banking
  • Intergenerational wealth management

Size
Small
Phone
07792644353
Email
N/A
Locations
4th Floor, 3 Hardman Square, M3 3EB
07792644353
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Orion Financial Management Ltd
Orion Financial Management Ltd is a financial advisory firm that focuses on building and maintaining long-term trusted relationships with clients.
Athelis Financial Ltd
Athelis Financial Ltd provides bespoke financial advice to individuals, trustees, and businesses throughout the North of England.
Truity Wealth Management
Truity Wealth Management is dedicated to providing tailored financial planning to both private and business clients, focusing on building long-term relationships based on trust and integrity.
Company Details
BTM Wealth Management Ltd is operated by BTM Wealth Management Ltd and is a Active company incorporated on 6 April 2020 with the registered office located in Stockport, Greater Manchester. BTM Wealth Management Ltd was registered 5 years ago.

Status
Active
Size
Micro
Directors
1
Age
5 years old
Employees
3
Turnover
Unreported
Total Assets
£157.18K
Cash in Bank
Unreported
Total Liabilities
-£104.2K

Director • PSC • British • Lives in UK • Born in Jan 1992
Teams
All
3
Planning
1
Management
1
Other
1
Partner Support Manager • Joined Oct 2024
Managing Director At BTM Wealth Management Ltd, Associate Partner Practice Of St. James's Place • Joined Nov 2018
Paraplanner • Joined Feb 2024
Paraplanner • Joined Feb 2024
Partner Support Manager • Joined Oct 2024
Managing Director At BTM Wealth Management Ltd, Associate Partner Practice Of St. James's Place • Joined Nov 2018