RUSSELL GREER WEALTH MANAGEMENT LIMITED
Company number 08534208 · Monitor this company
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Shareholders' funds
£236,096
Balance sheet as at 2023-05-31
What it does
The principal activity of the company is that of wealth management.
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2013-05-17
- Employees
- 3 (2025 accounts)
- Registered office
- 9 Hare & Billet Road, London, England, SE3 0RB
- Postcode
- SE3 0RB
- Capital
- 1 GBP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2025-05-31
- Next due by
- 2027-02-28
- Financial year end
- 31 May
Confirmation statement
- Last statement dated
- 2026-03-06
- Next due by
- 2027-03-20
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 1 current
Data protection registration
Registered with the ICO as a data protection fee payer — ZA001459 (Tier 1), registered since 2013.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
- Website
- russellgreer.co.uk
Russell Greer Wealth Management is a Senior Partner Practice of St. James’s Place, a large well respected wealth management firm. We specialise in giving expert holistic financial advice to both in...
Previous company names
| Name | Date changed |
|---|---|
| RUSS GREER WEALTH LIMITED | 2024-01-10 |
| TRESKELION FINANCIAL PLANNING LIMITED | 2024-01-06 |
| RUSSELL GREER WEALTH MANAGEMENT LIMITED | 2018-12-10 |
Previous registered addresses 1
| Address | Changed on |
|---|---|
| YORK HOUSE 23 KINGSWAY, LONDON, WC2B 6UJ | 2018-12-07 |
Among its peers
Top 25%
by shareholders' funds, of 257 similar companies in SE
Among the biggest employers among its local peers (3 staff).
Trading since 2013.
Competitors London
This company ranks 47 among financial intermediation not elsewhere classified in London.
The class of 2013
32%
of the 3,005 companies in this sector incorporated in 2013 are still active today; 65% have since been dissolved.
A fact about the year, not a forecast for this company.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.