Attain Wealth Management

Attain Wealth Management is a financial advisory firm that offers financial planning services for private, corporate, trust, sports, and media clients. Established in 2011, the firm focuses on understanding clients' goals and adapting financial strategies.
  • Tax Planning
  • Mortgage Planning
  • Protection Planning
  • Retirement Planning
  • Financial Calculators
  • Investment & Wealth Management

Size
Small
Phone
N/A
Email
N/A
Locations
5b Ridgeway Ct, Grovebury Rd, LU7 4SF
01525379774
Digital Popularity
Social Media
Competitors
Goodwin Financial Services Limited
Goodwin Financial Services Limited is a financial services firm providing expert financial planning solutions, investment advice, and wealth management services.
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
Attain Wealth Management is operated by Attain Wealth Management Limited and is a Active company incorporated on 24 September 2010 with the registered office located in Alton, Hampshire. Attain Wealth Management Limited was registered 14 years ago.

Status
Active
Size
Micro
Directors
3
Age
14 years old
Employees
10
Turnover
Unreported
Total Assets
£437.26K
Cash in Bank
£265.1K
Total Liabilities
-£231.11K

Director • Finance Adviser • British • Lives in England • Born in Sep 1973
Director • Operations Director • British • Lives in England • Born in Sep 1972
Director • PSC • English • Lives in England • Born in Dec 1971
Mr Gordon Alexander Crothers
PSC • British • Lives in England • Born in Sep 1973
Teams
All
6
Management
3
Consulting
2
Other
1
Director • Joined Feb 2020
Director Of Attain Wealth Management Ltd • Joined Apr 2020
Operations Director • Joined Feb 2012
Consultant • Joined Jan 2012
Paraplanner • Joined Mar 2024
Director • Joined Feb 2020
Director Of Attain Wealth Management Ltd • Joined Apr 2020
Operations Director • Joined Feb 2012
Consultant • Joined Jan 2012
Paraplanner • Joined Mar 2024