Part of the St. James’s Place Partnership, WB Wealth works with senior financial services individuals and business owners, specialising in:
• Sophisticated analysis and risk management processes
• Tax-efficient onshore and offshore investment planning
• Related trust and estate planning structures.
𝗢𝘂𝗿 𝗼𝗯𝗷𝗲𝗰𝘁𝗶𝘃𝗲𝘀 𝗮𝘁 𝗪𝗕 𝗪𝗲𝗮𝗹𝘁𝗵
Offer cutting edge solutions to enhance financial wellbeing ✔️
Build long-term relationships to deliver the best outcomes ✔️
Provide comprehensive, high-quality financial planning ✔️
𝗬𝗼𝘂𝗿 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗮𝘁 𝗪𝗕 𝗪𝗲𝗮𝗹𝘁𝗵
Face-to-face financial advice in our London office ✔️
Opportunity to review your financial affairs regularly ✔️
Investments managed via SJP’s distinctive approach ✔️
𝗥𝗲𝗮𝘀𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗮𝘁 𝗪𝗕 𝗪𝗲𝗮𝗹𝘁𝗵
• “I would not hesitate in recommending Geoff”
• “Geoff has always provided me with trusted advice”
• “Geoff’s advice, support, and expertise is invaluable”
📞 0207 516 5810
🖥 geoff.winchester@sjpp.co.uk
Company Details
- Employees
- 4
- Founded
- -
- Address
- 1st Floor, York House, 23 Kingsway,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.wbwealth.co.uk
- Keywords
- Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Investment Planning.
- HQ
- London
Wb Wealth Ltd Questions
Wb Wealth Ltd's website is http://www.wbwealth.co.uk
Wb Wealth Ltd's LinkedIn profile is https://uk.linkedin.com/company/wb-wealth-ltd
Wb Wealth Ltd has
4 employees.
View email and phone details for 4
employees at Wb Wealth Ltd.
Wb Wealth Ltd's industry is
Financial Services
Wb Wealth Ltd's categories are Financial Services
Wb Wealth Ltd's founding year is 2013
