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PETER EWART (WEALTH MANAGEMENT) LIMITED

Company
PETER EWART (WEALTH MANAGEMENT) LIMITED (08098845)

PETER EWART (WEALTH MANAGEMENT)

Phone: 02077 440 253
A⁺ rating

ABOUT PETER EWART (WEALTH MANAGEMENT) LIMITED

Persell Ewart & Co. Financial Management is a successful and long established Senior Partner Practice of St. James's Place Wealth Management. We serve the needs of individuals, families, trustees and business owners who wish to seek advice on how best to accumulate and preserve their wealth.

Peter Ewart was invited to join St. James's Place Wealth Management (formerly J. Rothschild Assurance) in 1994. In 1999 Peter Ewart and Bradley Persell forged a strong working relationship, which still stands firm to this day and is reflected in our trading style Persell Ewart & Co. Financial Management, established in 2012.

We work closely with clients to gain a deep understanding of their needs and objectives. We provide in depth analysis of existing arrangements whilst reviewing available reliefs, allowances and individual attitudes to risk before presenting our recommendations. Where necessary we will happily liaise with our clients’ legal and tax advisers for the best possible outcome.

Persell Ewart & Co. Financial Management is also renowned for advising senior executives of large organisations, providing a review of existing benefits, advice on investment diversification, tax planning and options at retirement.

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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

Persell Ewart & Co. Financial Management is a trading name of Peter Ewart (Wealth Management) Limited . Peter Ewart (Wealth Management) Limited is registered in England and Wales, Number 08098845. Registered Office: 12 Market Place, Saxmundhum, Suffolk, IP17 1AG.

KEY FINANCES

Year
2017
Assets
£437.09k ▲ £343.08k (364.94 %)
Cash
£0k ▼ £-0.43k (-100.00 %)
Liabilities
£353.26k ▲ £180.26k (104.19 %)
Net Worth
£83.82k ▼ £162.82k (-206.11 %)

REGISTRATION INFO

Company name
PETER EWART (WEALTH MANAGEMENT) LIMITED
Company number
08098845
Status
Active
Categroy
Private Limited Company
Date of Incorporation
08 Jun 2012
Age - 12 years
Home Country
United Kingdom

CONTACTS

Website
persellewart.co.uk
Phones
02077 440 253
07771 530 475
01728 605 991
Registered Address
BELL HOUSE BRIDGE STREET,
KELSALE,
SAXMUNDHAM,
SUFFOLK,
ENGLAND,
IP17 2PB

ECONOMIC ACTIVITIES

66290
Other activities auxiliary to insurance and pension funding

LAST EVENTS

27 Mar 2017
Total exemption small company accounts made up to 30 June 2016
16 Nov 2016
Registered office address changed from 12 Market Place Saxmundham Suffolk IP17 1AG to Bell House Bridge Street Kelsale Saxmundham Suffolk IP17 2PB on 16 November 2016
23 Jun 2016
Annual return made up to 8 June 2016 with full list of shareholders Statement of capital on 2016-06-23 GBP 100

See Also


Last update 2018

PETER EWART (WEALTH MANAGEMENT) LIMITED DIRECTORS

Peter William Ewart

  Acting
Appointed
08 June 2012
Occupation
Director
Role
Director
Age
57
Nationality
British
Address
11 Hamilton Place, Mayfair, London, United Kingdom, W1J 7DR
Country Of Residence
United Kingdom
Name
EWART, Peter William

REVIEWS


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Excellent according to the company’s financial health.