Abrey Private Clients LLP

Abrey Private Clients LLP is a financial advisory firm that assists individuals with complex financial planning needs. They provide advice on various aspects of wealth management and focus on building long-term relationships with clients.
  • Tax planning
  • Corporate services
  • Investment planning
  • Retirement planning
  • Protection planning
  • Mortgages and specialist banking
  • Intergenerational wealth management

Size
Small
Phone
N/A
Email
N/A
Locations
30 Lombard St, EC3V 9BQ
02080422491
8:30 - 18:00
Orchard House, 30 High Firs Cres, AL5 1NA
07879847727
8:30 - 18:00
Digital Popularity
Social Media
Competitors
OneWealth Ltd
OneWealth Ltd is a financial advisory firm that focuses on helping clients achieve their financial goals through personalised wealth management services.
Company Details
Abrey Private Clients LLP is operated by Baxi Heating (Number 1) Limited and is a Dissolved company incorporated on 23 June 1945 with the registered office located in Warwick, Warwickshire. Baxi Heating (Number 1) Limited was registered 80 years ago.

Status
Dissolved
Size
Micro
Directors
3
Age
80 years old
Employees
Unreported
Turnover
Unreported
Total Assets
£1.32M
Cash in Bank
Unreported
Total Liabilities
-£820K

Director • Group Finance Director • British • Lives in UK • Born in Aug 1952
Director • Financial Controller • British • Born in Sep 1956
Secretary • British • Born in Jun 1956
Teams
All
3
Administration
2
Management
2
Other
1
Managing Partner, Chartered Financial Planner And Chartered Accountant (not Currently Practicing) • Joined Nov 2014
Practice Administrator • Joined Feb 2022
Senior Practice Administrator • Joined Apr 2024
Practice Administrator • Joined Feb 2022
Senior Practice Administrator • Joined Apr 2024
Practice Administrator • Joined Feb 2022
Senior Practice Administrator • Joined Apr 2024
Managing Partner, Chartered Financial Planner And Chartered Accountant (not Currently Practicing) • Joined Nov 2014