Assured Private Wealth

Assured Private Wealth provides independent financial advice focusing on estate planning, pensions, wills, and trusts. Their team of inheritance tax financial consultants assists clients with financial strategies.
  • Wills
  • Pensions
  • Protection
  • Auto Enrolment
  • General Insurance
  • Savings and Investments
  • Inheritance Tax Planning
  • Lasting Power of Attorney

Size
Small
Phone
02380 661166
Email
Available in Endole App
Locations
27, 29 Rumbridge St, SO40 9DQ
02380661166
Faraday Business Centre Electric Avenue 57 Windsor Rd, Windsor Rd, B97 6DJ
02380661166
Digital Popularity
Social Media
Competitors
Key Wealth Management
Key Wealth Management is an experienced team of financial advisers providing financial advice to individuals and businesses in Sunderland and the surrounding area.
Taurus Wealth Management
Taurus Wealth Management is a firm of financial advisors based in Worcester, dedicated to helping individuals and businesses achieve their financial goals.
Company Details
Assured Private Wealth is operated by Assured Private Wealth Ltd and is a Active company incorporated on 4 November 2013 with the registered office located in Southampton, Hampshire. Assured Private Wealth Ltd was registered 11 years ago.

Status
Active
Size
Micro
Directors
4
Age
11 years old
Employees
6
Turnover
Unreported
Total Assets
£163.06K
Cash in Bank
£89.8K
Total Liabilities
-£46.87K

Director • PSC • Ifa • British • Lives in England • Born in Aug 1962
Director • Secretary • PSC • British • Lives in England • Born in Nov 1975
Director • PSC • British • Lives in England • Born in Nov 1971
Teams
All
4
Management
3
Administration
3
Other
1
CEO • Joined Nov 2013
Office Manager • Joined May 2017
Trainiee Paraplanner • Joined Jan 2024
Pension Administrator • Joined Jan 2020
CEO • Joined Nov 2013
Office Manager • Joined May 2017
Administration Manager • Joined Mar 2019
Office Manager • Joined May 2017
Administration Manager • Joined Mar 2019
Pension Administrator • Joined Jan 2020
Trainiee Paraplanner • Joined Jan 2024