Westerham Financial Services Limited

Westerham Financial Services Limited is a Senior Partner Practice of St. James's Place that provides financial advice. They specialise in wealth management.
  • Tax planning
  • Corporate services
  • Retirement planning
  • Protection planning
  • Investment management
  • Lifestyle financial planning
  • Mortgages and specialist banking

Size
Small
Phone
N/A
Email
N/A
Locations
The Crown, London Rd, TN16 1DJ
01959500424
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Cole Financial Associates Limited
Cole Financial Associates Limited is a financial advisory firm that provides high-quality financial planning services to help clients preserve and grow their financial assets.
MKM Wealth Management Limited
MKM Wealth Management Limited is a financial advisory firm that provides a wide range of services to help clients build, grow, protect, and preserve their wealth.
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.
Huke Wealth Management Ltd
Huke Wealth Management Ltd provides bespoke wealth management advice to individuals and businesses in the South East of England, London, and Kent.
Company Details
Westerham Financial Services Limited is operated by Westerham Financial Services Limited and is a Active company incorporated on 24 May 2013 with the registered office located in Cheltenham, Gloucestershire. Westerham Financial Services Limited was registered 12 years ago.

Status
Active
Size
Micro
Directors
1
Age
12 years old
Employees
10
Turnover
Unreported
Total Assets
£3.66M
Cash in Bank
£4
Total Liabilities
-£3.63M

Director • British • Lives in England • Born in Mar 1981
Mr Ben Curry
PSC • British • Lives in England • Born in Mar 1981
Teams
All
4
Management
3
Finance
3
Personal Assistant To Director • Joined Feb 2022
Mortgage & Protection Adviser • Joined Oct 2021
Financial Planner • Joined Aug 2022
Financial Adviser • Joined Jan 2021
Personal Assistant To Director • Joined Feb 2022
Financial Planner • Joined Aug 2022
Financial Adviser • Joined Jan 2021
Mortgage & Protection Adviser • Joined Oct 2021
Financial Planner • Joined Aug 2022
Financial Adviser • Joined Jan 2021