South Charlotte Wealth Management

South Charlotte Wealth Management is a financial advisory firm based in central Edinburgh. We offer financial advice to individual and corporate clients throughout the UK.
  • Investment Advice
  • Retirement Planning
  • Protection Planning
  • Tax & Estate Planning
  • Full Financial Planning
Size
Small
Phone
0131 322 7360
Website
scwm.co.uk
Email
Available in Endole App
Locations
7 S Charlotte St, EH2 4AN
01313227360
Digital Popularity
Social Media
Competitors
Hastings Investment Management
Hastings Investment Management, based in Edinburgh, is a growing wealth management and financial planning firm.
Principal & Prosper
Principal & Prosper is a financial advisory firm that has been providing dependable advice and solutions for over a decade.
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.
Hamilton Financial
Hamilton Financial provides straightforward financial planning and investment advice tailored to individual needs.
Company Details
South Charlotte Wealth Management is operated by South Charlotte Wealth Management Ltd and is a Active company incorporated on 7 August 2019 with the registered office located in Edinburgh, City of Edinburgh. South Charlotte Wealth Management Ltd was registered 6 years ago.
Status
Active
Size
Micro
Directors
2
Age
6 years old
Employees
2
Turnover
Unreported
Total Assets
£882.8K
Cash in Bank
£95.87K
Total Liabilities
-£589.27K
Mr Daniel Patrick Smith
Director • PSC • Managing Director • British • Lives in Scotland • Born in Jul 1992
More information on South Charlotte Wealth Management Ltd
Teams
All
3
Finance
2
Leadership
1
Daniel Smith
Managing Director • Joined Aug 2019
Melissa Stirling
Trainee Paraplanner • Joined Aug 2018
Louise Stirling
Trainee Paraplanner
Melissa Stirling
Trainee Paraplanner • Joined Aug 2018
Louise Stirling
Trainee Paraplanner
Daniel Smith
Managing Director • Joined Aug 2019