Clachan View Wealth Management

Clachan View Wealth Management is a Partner Practice of St. James's Place, offering financial advice with a focus on building relationships with clients. They specialise in various aspects of wealth management, assisting clients in achieving their financial goals through planning and regular meetings.
  • Tax planning
  • Corporate services
  • Retirement planning
  • Protection planning
  • Investment management
  • Mortgages and specialist banking
  • Intergenerational wealth management
Size
Small
Phone
N/A
Website
clachanviewwm.co.uk
Email
N/A
Locations
9 Clachan View West Dron Steadings, PH2 9FF
Digital Popularity
Social Media
Competitors
Rossie House Investment Management
Rossie House Investment Management is an independent wealth management firm that has been operating since 1993.
Company Details
Clachan View Wealth Management is operated by Cherry Hill UK Limited and is a Dormant company incorporated on 17 May 2022 with the registered office located in Croydon, Greater London. Cherry Hill UK Limited was registered 3 years ago.
Status
Dormant
Size
Micro
Directors
2
Age
3 years old
Employees
Unreported
Turnover
Unreported
Total Assets
£1
Cash in Bank
£1
Total Liabilities
Unreported
Stylianos Georgosopoulos
Director • Greek • Lives in Greece • Born in Feb 1981
Dorota Urbanska
Director • Administrator • Polish, • Lives in UK • Born in Mar 1976
Mrs Dorota Urbanska
PSC • Polish, • Lives in UK • Born in Mar 1976
More information on Cherry Hill UK Limited
Teams
All
2
Management
1
Other
1
Marion Brown
Office Manager • Joined Feb 2018
Alistair Flynn
Principle Of Clachan View Wealth Management, Partner Practice Of St James's Place Wealth Management • Joined Oct 2016
Marion Brown
Office Manager • Joined Feb 2018
Alistair Flynn
Principle Of Clachan View Wealth Management, Partner Practice Of St James's Place Wealth Management • Joined Oct 2016