James Harvey Associates Limited

#05033164 • Active

James Harvey Associates specializes in lifestyle financial planning, focusing on aligning financial strategies with clients' life objectives. They prioritize understanding clients' aspirations to create tailored financial plans that support their goals.

Founded: 3 Feb 2004
Industries:
66190 - Activities auxiliary to financial intermediation n.e.c.
Website: jamesharveyassociates.co.uk
Phone: 02080578004
Email: hello@finura.co.uk
Location: London

Products & Services

• behavioral finance
• financial planner
• financial planning
• lifestyle financial planning
• lifestyle planning

Financial Snapshot

Last accounts made up to 31 Oct 2023
Next accounts due N/A
Cash in Bank
£0.34m
↓ 23%
Turnover
£2.1m
↑ 15%
EBITDA
£0.45m
↑ 8%
Gross Profit
£0.89m
↑ 12%
Total Liabilities
£0.72m
↓ 17%
Employees
14
↑ 0%
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People

Officers
1
Shareholders
4
Controllers (PSC)
4
James Edward Herman
Director • British • Lives in United Kingdom • Born in Feb 1986
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Registered Office Address

15 Bowling Green Lane

London

EC1R 0BD

United Kingdom

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Basic Information

LTD
3 Feb 2004
ENGLAND WALES
No
5 Mar 2024

Industry Classification

66190

Company Attributes

No
No
No
N/A

Summary

5
Officers
4
PSCs
0
Filings