Gracechurch Wealth Management LLP
Gracechurch Wealth Management LLP is an Independent Financial Adviser in the Milton Keynes area. The firm creates financial plans and sources products across the marketplace to address clients' needs.
- Investment planning
- Retirement planning
- Protection planning
- Cash flow modelling
- Pension review service
- Long Term Care planning
- Inheritance Tax planning
- Bespoke financial planning
- Full financial review service
Locations
Digital Popularity
Popularity over time
Social Media
Available on
Competitors
Simplicity Financial Planning provides a personal, caring, and friendly approach to financial advice, helping clients navigate the complexities of wealth management.
Wealth & Tax Management is an independent financial advisory firm based in Milton Keynes, specialising in wealth and tax management.
Company Details
Gracechurch Wealth Management LLP is operated by Gracechurch Wealth Management LLP and is a Active company incorporated on 29 June 2006 with the registered office located in Milton Keynes, Buckinghamshire. Gracechurch Wealth Management LLP was registered 19 years ago.
Status
Active
Size
Micro
Directors
2
Age
19 years old
Employees
22
Turnover
Unreported
Total Assets
£389.64K
Cash in Bank
£23.35K
Total Liabilities
-£119.77K
Teams
23
19
13
7
Partner • Joined Oct 2006
Office Manager • Joined May 2017
Compliance Manager • Joined Jul 2022
Administrator • Joined Jun 2024
Administration Supervisor • Joined Jan 2025
Technical Administrator • Joined Feb 2022
Senior Administrator • Joined Feb 2008
IFA Administrator • Joined May 2022
Financial Planning Administrator • Joined Nov 2022
Senior Financial Planner
Partner • Joined Oct 2006
Office Manager • Joined May 2017
Compliance Manager • Joined Jul 2022
Administration Supervisor • Joined Jan 2025
Senior Administrator • Joined Feb 2008
Senior Financial Planner
Chartered Financial Planner • Joined May 2021
Independent Financial Adviser • Joined Mar 2011
Independent Financial Adviser
Chartered Financial Planner • Joined Aug 2011
Office Manager • Joined May 2017
Administrator • Joined Jun 2024
Administration Supervisor • Joined Jan 2025
Technical Administrator • Joined Feb 2022
Senior Administrator • Joined Feb 2008
IFA Administrator • Joined May 2022
Admin Team Leader • Joined Oct 2012
IFA Administrator • Joined May 2022
Financial Planning Administrator • Joined Nov 2022
Senior Financial Planner
Chartered Financial Planner • Joined May 2021
Independent Financial Adviser • Joined Mar 2011
Independent Financial Adviser
Chartered Financial Planner • Joined Aug 2011
Paraplanner • Joined Sep 2023
Chartered Financial Planner • Joined Jan 2008
Paraplanner • Joined Apr 2021
View 23 members