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WHITE PEAK WEALTH MANAGEMENT LIMITED

Company
WHITE PEAK WEALTH MANAGEMENT LIMITED (06833009)

WHITE PEAK WEALTH MANAGEMENT

Phone: 01773 828 768
A⁺ rating

ABOUT WHITE PEAK WEALTH MANAGEMENT LIMITED

We are committed to helping each of our clients realise their financial aspirations by building a long term relationship based on trust and an in-depth understanding of each client’s unique financial circumstances.

Between us, we have over 40 years of experience in the wealth management industry. We met in 2001 when we were both focused on providing mortgage and protection advice. We built up a good professional relationship over the years and after realising that we shared a common goal of striving to provide sound financial advice, we decided to join forces and set up our own financial services business in 2009.

We believe that financial services is very much a 'people business' and we are committed to providing high levels of client service at all times. It is no coincidence that most of our new clients come to us as a personal recommendation by existing clients.

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The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website

www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services

White Peak Wealth Management Ltd is registered in England and Wales, Number 6833009. Registered Office: 4 Loom Close, Belper, Derbyshire, DE56 0GZ, England.

KEY FINANCES

Year
2017
Assets
£29.78k ▲ £8.07k (37.17 %)
Cash
£0k ▼ £0k (NaN)
Liabilities
£20.92k ▼ £-0.4k (-1.89 %)
Net Worth
£8.86k ▲ £8.47k (2,172.56 %)

REGISTRATION INFO

Company name
WHITE PEAK WEALTH MANAGEMENT LIMITED
Company number
06833009
Status
Active
Categroy
Private Limited Company
Date of Incorporation
02 Mar 2009
Age - 14 years
Home Country
United Kingdom

CONTACTS

Website
whitepeakwm.co.uk
Phones
01773 828 768
Registered Address
30A TOWN STREET,
DUFFIELD,
BELPER,
ENGLAND,
DE56 4EH

ECONOMIC ACTIVITIES

65110
Life insurance

LAST EVENTS

30 Jan 2017
Total exemption small company accounts made up to 30 April 2016
21 May 2016
Annual return made up to 3 March 2016 with full list of shareholders Statement of capital on 2016-05-21 GBP 200
28 Jan 2016
Total exemption small company accounts made up to 30 April 2015

See Also


Last update 2018

WHITE PEAK WEALTH MANAGEMENT LIMITED DIRECTORS

Simon Dixon

  Acting
Appointed
02 March 2009
Occupation
Company Director
Role
Director
Age
54
Nationality
British
Address
4 Loom Close, Belper, Derbyshire, Uk, DE56 0GZ
Country Of Residence
England
Name
DIXON, Simon

Simon Annable

  Resigned
Appointed
02 March 2009
Resigned
19 January 2012
Occupation
Company Director
Role
Director
Age
50
Nationality
British
Address
58 Hall Farm Road, Duffield, Belper, Derbyshire, Uk, DE56 4FS
Country Of Residence
England
Name
ANNABLE, Simon

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Excellent according to the company’s financial health.