True Wealth Management Limited

#07702656 • Active

True Wealth Management specializes in personalized financial planning and wealth management services, focusing on helping clients define and achieve their unique vision of true wealth.

Founded: 12 Jul 2011
Industries:
64999 - Financial intermediation not elsewhere classified
Website: truewm.com
Phone: +441132242800
Email: datacontroller@truewg.com
Location: Plymouth

Products & Services

• bespoke financial advice
• financial planner
• financial planning
• financial planning services
• investment advice
• investment recommendations
• wealth management

Financial Snapshot

Last accounts made up to 29 Oct 2024
Next accounts due 29 Jan 2027 (12 months)
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
2
Shareholders
1
Controllers (PSC)
4
Susan Marie Puddephatt
Director • British • Lives in England • Born in Oct 1962
Stephen David Willis
Director • British • Lives in England • Born in Feb 1980
See Key People →

Registered Office Address

The Apex Brest Road Derriford Business Park

Derriford

Plymouth

PL6 5FL

United Kingdom

Basic Information

LTD
12 Jul 2011
ENGLAND WALES
Yes

Industry Classification

64999

Company Attributes

N/A
N/A
N/A
N/A

Summary

6
Officers
4
PSCs
0
Filings