Aevitas

Aevitas is a firm of financial planners based in South Wales, focused on helping clients define and achieve their financial goals. They work collaboratively to develop financial plans tailored to individual needs.
  • Protection planning
  • Financial fitness coaching
  • Personal financial planning
  • Financial advice during divorce

Size
Small
Phone
01656 658 320
Email
Available in Endole App
Locations
7 Christie Way, Christie Fields, M21 7QY
01970625161
7, 5-7 Court Rd, CF31 1BE
01656658320
9:30 - 16:30
Digital Popularity
Social Media
Competitors
HarperLees Financial Planning
HarperLees Financial Planning provides lifestyle financial planning services to individuals and businesses, helping them achieve their financial goals.
BKD Wealth Management
BKD Wealth Management is a leading wealth management firm based in West London, offering a personal service tailored to individual financial needs.
Barwells Wealth
Barwells Wealth is a long-established financial planning firm based in East Sussex, dedicated to providing reliable and straightforward financial advice.
Company Details
Aevitas is operated by Aevitas Wealth Ltd and is a Active company incorporated on 23 September 2015 with the registered office located in Bridgend, Mid Glamorgan. Aevitas Wealth Ltd was registered 10 years ago.

Status
Active
Size
Micro
Directors
2
Age
10 years old
Employees
2
Turnover
Unreported
Total Assets
£287.54K
Cash in Bank
£126.02K
Total Liabilities
-£205.93K

Director • Managing Director • British • Lives in Wales • Born in Feb 1969
Director • British • Lives in Wales • Born in Jul 1974
Mr Richard Darren Edwards
PSC • British • Lives in Wales • Born in Feb 1969
Teams
All
3
Management
2
Sales
1
Managing Director • Joined Sep 2015
Client Services • Joined Sep 2015
Trainee Financial Planner • Joined Mar 2020
Managing Director • Joined Sep 2015
Trainee Financial Planner • Joined Mar 2020
Client Services • Joined Sep 2015