Abbeygate Wealth Management

Abbeygate Wealth Management Ltd provides financial planning services for investment planning and protection needs. They have nearly 20 years of experience in the financial services industry and offer wealth management advice to individuals, families, and businesses.
  • Business Strategy
  • Investment Planning
  • Retirement Planning
  • Estate Preservation
  • Inheritance Tax Planning
  • Retirement Income Forecast
  • Personal Cash and Borrowing

Size
Small
Phone
01284 703422
Email
N/A
Locations
Abbeygate House, 88/89 Whiting St, IP33 1NX
01284703422
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Available on
Competitors
Coldrey Wealth Management
Coldrey Wealth Management provides independent financial advice tailored to individual client needs, focusing on investments, pensions, and wealth preservation.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Abbeygate Wealth Management is operated by Abbeygate Wealth Management Limited and is a Active company incorporated on 28 January 2009 with the registered office located in Bury St. Edmunds, Suffolk. Abbeygate Wealth Management Limited was registered 16 years ago.

Status
Active
Size
Micro
Directors
1
Age
16 years old
Employees
7
Turnover
Unreported
Total Assets
£2.78M
Cash in Bank
£9
Total Liabilities
-£2.52M

Director • British • Lives in England • Born in Nov 1977
Mr James Duncan Stott
PSC • British • Lives in UK • Born in Nov 1977
Teams
All
3
Consulting
2
Other
1
PA/Administrator To Advisers • Joined Nov 2020
Business Introducer • Joined Jan 2022
Wealth Management Advisor • Joined Feb 2024
Business Introducer • Joined Jan 2022
Wealth Management Advisor • Joined Feb 2024
PA/Administrator To Advisers • Joined Nov 2020