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WEALTH OF ADVICE LIMITED Active

Financial Services


Contact information


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Financial statements of WEALTH OF ADVICE LIMITED

According to WEALTH OF ADVICE LIMITED latest financial report submitted on 2025-07-31, the company has a Cash of £114,524.00, Total-Assets of £922,911.00 while the Working-Capital is £578,219.00. Compared with the previous year, the company reported a Cash decrease of -163.32%, which is an equivalent of 187046. At the same time, the Total-Assets went up by 37.44%, or by -345535.


Year:
2024 Not available
2023 Not available
2022 Not available
2021 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ 578219

Total Liabilities

WEALTH OF ADVICE LIMITED Business Credit Report

A Business Credit Report for WEALTH OF ADVICE LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for WEALTH OF ADVICE LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

WEALTH OF ADVICE LIMITED

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

WEALTH OF ADVICE LIMITED Directors and key executives

WEALTH OF ADVICE LIMITED currently employs 20 people. Compared with the previous year, the company has reported a staff increase of 5%, which is an equivalent of 1 employees.
In order to view contact information, including emails and phone numbers for all the employees working at WEALTH OF ADVICE LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

20

105%

1y growth

90%

2y growth

Management Level


40

Middle

30

Operational

Employee Job Title Email Phone Country
Jessica Taylor Financial Planning Administrator
*******@wealthofadvice.co.uk
- GB
Matthew Sinclair Director
-
- GB
Skye Bulmer Digital Marketing Assistant
*******@wealthofadvice.co.uk
- GB
Skye - Head Of Marketing
-
- GB
Jordan Dippfs Paraplanner
-
- GB

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WEALTH OF ADVICE LIMITED Ownership and Group Structure

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WEALTH OF ADVICE LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 3 people with significant control at WEALTH OF ADVICE LIMITED. One of of major shareholders of WEALTH OF ADVICE LIMITED is MR CHRISTOPHER RICHARD BREWARD, which owns 575 ORDINARY shares, with a total value of 575 GBP and MRS JODENE BREWARD, which owns 375 ORDINARY shares, with a total value of 375 GBP and MR MATTHEW ALEXANDER PENTTI SINCLAIR, which owns 50 ORDINARY shares, with a total value of 50 GBP.


Name Quantity Share Type Value
MR CHRISTOPHER RICHARD BREWARD
575 ORDINARY 575 GBP
MRS JODENE BREWARD
375 ORDINARY 375 GBP
MR MATTHEW ALEXANDER PENTTI SINCLAIR
50 ORDINARY 50 GBP

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WEALTH OF ADVICE LIMITED competitors:

Top 5 similar companies of WEALTH OF ADVICE LIMITED are ARGENTEX GROUP PLC, NORTHERN VENTURE TRUST PLC, JARVIS SECURITIES PLC, LMS CAPITAL PLC, THE MERCANTILE INVESTMENT TRUST PLC. View and export all the competitor list of WEALTH OF ADVICE LIMITED by upgrading your account here.


ARGENTEX GROUP PLC


Revenue
50,300,000.0
Age
7 years
Employees
199
Industry
View Financial Services
Website
View https://www.a************

NORTHERN VENTURE TRUST PLC


Revenue
-966,000.0
Age
31 years
Employees
1-10
Industry
View Finance & Insurance
Website
View https://www.nvm.co.uk/i**********************

JARVIS SECURITIES PLC


Revenue
17,850,462.0
Age
22 years
Employees
56
Industry
View Financial Services
Website
View http://www.jarviss****************

LMS CAPITAL PLC


Revenue
-3,941,000.0
Age
20 years
Employees
7
Industry
View Property Development
Website
View https://www.lm*************

THE MERCANTILE INVESTMENT TRUST PLC


Revenue
66,227,000.0
Age
142 years
Employees
39
Industry
View Financial Services
Website
View https://mercan*************

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WEALTH OF ADVICE LIMITED news & activities:


Employees

WEALTH OF ADVICE LIMITED number of employees has increased by 5% compared with previous year and now represents a total number of 20.

uk.globaldatabase.com

2025-07-31

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Frequently Asked Questions regarding WEALTH OF ADVICE LIMITED


Where is WEALTH OF ADVICE LIMITED registered office?

WEALTH OF ADVICE LIMITED is located at Swale House Mandale Business Park Belmont Industrial Estate, United Kingdom.

How can I contact WEALTH OF ADVICE LIMITED?

You can call WEALTH OF ADVICE LIMITED at the following number +441913******

What is the website of WEALTH OF ADVICE LIMITED?

WEALTH OF ADVICE LIMITED website is http://wealthofadvice.co.uk/

How many people work at WEALTH OF ADVICE LIMITED?

According to the latest account statement, there are currently 20 of employees working for WEALTH OF ADVICE LIMITED.

What is the Business Credit Score of WEALTH OF ADVICE LIMITED and how reliable is the company?

In order to check the business credit score of WEALTH OF ADVICE LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does WEALTH OF ADVICE LIMITED pay their invoices on time?

By requesting a Business Credit Report for WEALTH OF ADVICE LIMITED, you will be able to gain more insights about the WEALTH OF ADVICE LIMITED payment trends.

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