Stewardship Wealth

Stewardship Wealth is a financial planning firm that assists clients in managing their money in alignment with their values. The company donates a portion of its income to charity and promotes a supportive work environment for its team members.
  • Pension planning
  • Investment advice
  • Financial planning
  • Charitable giving strategies

Size
Small
Phone
01224 972172
Email
Available in Endole App
Locations
Crichiebank Business Centre, Mill Rd., AB51 5NQ
01224972172
Digital Popularity
Social Media
Competitors
Mathieson Financial Services Limited
Mathieson Financial Services Ltd is based in Inverurie, Aberdeen, and focuses on delivering personalised financial advice to clients.
Company Details
Stewardship Wealth is operated by Stewardship Wealth Limited and is a Active company incorporated on 20 June 2017 with the registered office located in Inverurie, Aberdeenshire. Stewardship Wealth Limited was registered 8 years ago.

Status
Active
Size
Micro
Directors
1
Age
8 years old
Employees
7
Turnover
Unreported
Total Assets
£150.87K
Cash in Bank
Unreported
Total Liabilities
-£15.43K

Director • PSC • British • Lives in Scotland • Born in Aug 1977
Teams
All
4
Operations Manager • Joined Oct 2019
Director & Chartered Financial Planner • Joined Apr 2018
Trainee Financial Planner • Joined Jan 2022
Financial Planner • Joined Sep 2023