Cartesian Wealth

Cartesian Wealth is an independent financial planning firm that helps clients understand and manage their financial aspirations. They provide strategies that align with clients' values and goals.
  • Insurance advice
  • Portfolio management
  • Wealth transfer planning
  • Retirement income strategies
  • Independent financial planning

Size
Small
Phone
N/A
Email
N/A
Locations
The Colmore Building, 20 Colmore Circus Queensway, B4 6AT
01216611444
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Keeley & Co
Keeley & Co is an independent financial advisory firm that offers comprehensive financial planning, wealth management, and insurance services.
Margetts Wealth Management
Margetts Wealth Management is dedicated to providing comprehensive financial planning tailored to the unique needs of each client.
Colmore Partners
Colmore Partners is a firm of independent financial planners based in the heart of Birmingham, led by Richard Meek and Wendy Fellows, who have over 50 years of experience in the financial services industry.
Company Details
Cartesian Wealth is operated by Cartesian Wealth Limited and is a Active company incorporated on 8 November 2021 with the registered office located in Leamington Spa, Warwickshire. Cartesian Wealth Limited was registered 3 years ago.

Status
Active
Size
Micro
Directors
1
Age
3 years old
Employees
4
Turnover
Unreported
Total Assets
£192.82K
Cash in Bank
£160.74K
Total Liabilities
-£54.24K

Director • Managing Director • English • Lives in England • Born in Jan 1975
Mr David Alexander Neale
PSC • English • Lives in England • Born in Jan 1975
Teams
All
2
Wealth Management
1
Management
1
Chief Operating Officer • Joined Nov 2023
Chartered Financial Planner • Joined May 2022
Chartered Financial Planner • Joined May 2022
Chief Operating Officer • Joined Nov 2023