Margetts Wealth Management

Finance · United Kingdom · 1-10 Employees

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Overview

Headquarters

50-54 St Pauls Sq Ofc 1, Birmingham, Wes...

Phone Number

+44 1212360550

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Margetts Wealth Management

Margetts Wealth Management provides comprehensive financial planning services tailored to the unique needs of individuals, business owners, and families. Their offerings include investment goal setting, income management, estate planning, corporate succession planning, and taxation review. The company emphasizes a proactive approach to financial advice, ensuring clients receive personalized support throughout their financial journey. Margetts Wealth is committed to delivering exceptional service and value, helping clients achieve their financial goals with confidence.Explore more
Margetts Wealth Management's Social MediaPopular SearchesMargetts Wealth Management LtdMargetts Wealth ManagementMargetts WealthSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Margetts Wealth Managemen...

<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
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2016
N/A
<$5M
1-10
Private
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2014
N/A
<$5M
1-10
Private
-
2006
N/A
<$5M
1-10
Private
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-
N/A
<$5M
1-10
Private
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-
N/A
<$5M
1-10
Private
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N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Margetts Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Margetts Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Margetts Wealth Management.

Margetts Wealth Management Tech Stack

A closer look at the technologies used by Margetts Wealth Management

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Frequently Asked Questions Regarding Margetts Wealth Management

What is Margetts Wealth Management's official website?
Margetts Wealth Management's official website is www.margettswealth.co.uk
What is Margetts Wealth Management's Revenue?
Margetts Wealth Management's revenue is <$5 Million
What is Margetts Wealth Management's SIC code?
Margetts Wealth Management's SIC: 62,628
What is Margetts Wealth Management's NAICS code?
Margetts Wealth Management's NAICS: 52,523
How many employees does Margetts Wealth Management have?
Margetts Wealth Management has 1-10 employees
What industry does Margetts Wealth Management belong to?
Margetts Wealth Management is in the industry of: Finance, Securities Trading
What is Margetts Wealth Management competition?
Margetts Wealth Management top competitors include: IBB Wealth, Lifetime IFA, Tower Hill Associates, NorthStar Wealth Management Group
What technology does Margetts Wealth Management use?
Some of the popular technologies that Margetts Wealth Management uses are: Cloudflare CDN, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact Margetts Wealth Management?
Margetts Wealth Management contact info: Phone number: +44 1212360550 Website: www.margettswealth.co.uk
What does Margetts Wealth Management do?

Margetts Wealth Management provides comprehensive financial planning services tailored to the unique needs of individuals, business owners, and families. Their offerings include investment goal setting, income management, estate planning, corporate succession planning, and taxation review. The company emphasizes a proactive approach to financial ad... vice, ensuring clients receive personalized support throughout their financial journey. Margetts Wealth is committed to delivering exceptional service and value, helping clients achieve their financial goals with confidence.Read More

What are Margetts Wealth Management social media links?
Margetts Wealth Management Linkedin page
Is Margetts Wealth Management a public company?
Margetts Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Margetts Wealth Management

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