True Wealth Planning Solutions Limited

#10012883 • Active

True Wealth Group specializes in financial planning and wealth management, helping clients discover and achieve their unique definitions of wealth through tailored strategies and exceptional service.

Founded: 18 Feb 2016
Industries:
64205 - Activities of financial services holding companies
Website: truewg.com
Phone: 01132242800
Email: info@truewg.com
Location: Plymouth

Products & Services

• consultancy
• consulting
• financial planning
• financial services
• wealth management
• wealth management

Financial Snapshot

Last accounts made up to 29 Oct 2024
Next accounts due 29 Jan 2027 (13 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
19
Controllers (PSC)
3
Susan Marie Puddephatt
Director • British • Lives in England • Born in Oct 1962
Stephen David Willis
Director • British • Lives in England • Born in Feb 1980
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Registered Office Address

The Apex Brest Road Derriford Business Park

Derriford

Plymouth

PL6 5FL

United Kingdom

Basic Information

LTD
18 Feb 2016
ENGLAND WALES
Yes

Industry Classification

64205

Company Attributes

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

Summary

6
Officers
3
PSCs
0
Filings