DWB Wealth Consultancy LLP
DWB Wealth Consultancy LLP is a financial advisory firm that offers wealth management services to individuals and businesses. Founded in 2013, the firm focuses on establishing relationships with clients to assist them in achieving their financial goals.
- Tax planning
- Corporate services
- Investment planning
- Retirement planning
- Protection planning
- Mortgages and specialist banking
- Intergenerational wealth management
Locations
Digital Popularity
Popularity over time
Social Media
Available on
Company Details
DWB Wealth Consultancy LLP is operated by DWB Wealth Consultancy (Wetherby) LLP and is a Active company incorporated on 21 March 2013 with the registered office located in Wetherby, West Yorkshire. DWB Wealth Consultancy (Wetherby) LLP was registered 12 years ago.
Status
Active
Size
Micro
Directors
2
Age
12 years old
Employees
4
Turnover
£1.37M
Total Assets
£1.79M
Cash in Bank
£1.57K
Total Liabilities
-£1.79M
Teams
6
3
2
1
Operations Manager • Joined Jan 2016
Practice Supervisor • Joined Aug 2018
Business Administrator
Business Administrator Trainee Paraplanner • Joined Mar 2019
Financial Adviser • Joined Jan 2020
Financial Advisor • Joined Jan 2015
Operations Manager • Joined Jan 2016
Practice Supervisor • Joined Aug 2018
Business Administrator
Financial Adviser • Joined Jan 2020
Financial Advisor • Joined Jan 2015
Business Administrator Trainee Paraplanner • Joined Mar 2019