The Royal Bank Of Scotland Public Limited Company
Adam & Company Wealth Management offers personalised investment and wealth management services to individuals, business owners, and charities. Their dedicated Investment Managers and independent Wealth Planners focus on tailoring advice to meet the unique financial goals of each client.
Founded: 9 May 1983
Industries:
64191 - Banks
Website: adamandcompany.co.uk
Phone: +4401313809502
Location: Edinburgh
Products & Services
• charity investment management
• discretionary investment management
• esg portfolio service
• financial institution
• financial planner
• financial planning
• fixed income investing
• iht portfolio service
• independent wealth planning
• investment company
• investment management
• retirement planning
Financial Snapshot
Cash in Bank
Turnover
EBITDA
Gross Profit
Total Liabilities
Employees
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People
Officers
13
Shareholders
1
Controllers (PSC)
2
Geeta Gopalan
Director • British • Lives in England • Born in Jul 1964
Yasmin Jetha
Director • British • Lives in United Kingdom • Born in May 1952
Lena Cooper Wilson
Director • British • Lives in Scotland • Born in Feb 1964
Francesca Barnes
Director • British • Lives in England • Born in Aug 1958
Patrick Gerard Flynn
Director • Irish • Lives in United Kingdom • Born in Dec 1960
Basic Information
PLC
9 May 1983
SCOTLAND
Yes
Industry Classification
64191
Company Attributes
N/A
N/A
N/A
N/A
Summary
85
Officers
2
PSCs
0
Filings