H-J Wealth Planning Limited

H-J Wealth Planning Limited is a financial advisory firm based in Harborne, Birmingham. The company provides financial advice and offers a range of services to assist clients in managing and growing their wealth.
  • Tax planning
  • Corporate services
  • Investment planning
  • Retirement planning
  • Protection planning
  • Mortgages and specialist banking
  • Intergenerational wealth management

Size
Small
Phone
N/A
Email
N/A
Locations
3 Weekin Works, 112-116 Park Hill Rd, B17 9HD
01214265558
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
Independent Women
Independent Women is an independent advice firm specialising in financial planning, investment management, and personal tax advice for women.
Obsidian
Obsidian is an independent financial advisory firm that provides tailored financial advice and management services to both individuals and businesses.
Company Details
H-J Wealth Planning Limited is operated by H-J Wealth Planning Limited and is a Active company incorporated on 21 January 2011 with the registered office located in Birmingham, Worcestershire. H-J Wealth Planning Limited was registered 14 years ago.

Status
Active
Size
Micro
Directors
2
Age
14 years old
Employees
6
Turnover
Unreported
Total Assets
£543.16K
Cash in Bank
£512.58K
Total Liabilities
-£121.98K

Director • Financial Advisor • British • Lives in UK • Born in Aug 1978
Director • Administrator • British • Lives in UK • Born in Dec 1978
Matthew Alexander Holden-Jones
PSC • British • Lives in England • Born in Aug 1978
Teams
All
5
Management
4
Other
1
Practice Manager • Joined Sep 2023
Financial Planner • Joined Jan 2024
Managing Director • Joined Mar 2010
Practice Director And Employee Benefits Specialist • Joined Apr 2011
Client Support Specialist • Joined Jul 2021
Practice Manager • Joined Sep 2023
Financial Planner • Joined Jan 2024
Managing Director • Joined Mar 2010
Client Support Specialist • Joined Jul 2021
Practice Director And Employee Benefits Specialist • Joined Apr 2011