Bushell Holt Wealth Management

Financial Services • 33 The Cross, Lymm, United Kingdom • 1-10 Employees

Company overview

Headquarters	33 The Cross, Lymm, England WA13 0HR, GB
Phone number	+4412052654
Website	bhwml.co.uk
NAICS	52
SIC	628
Founded	2019
Employees	1-10
Socials

Key Contact at Bushell Holt Wealth Management

Shaun Holt

Wealth Manager To Business Owners And Private Individuals

About Bushell Holt Wealth Management

Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial. We appreciate that you are unique, with your own financial ideals, which is why we will tailor the services and recommendations that we make specifically to you. With offices based in Frodsham and Lymm for in person meetings. Please call 01928 620077 to arrange a meeting. The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority). The `St. James's Place Partnership' and the titles `Partner' and Partner Practice are marketing terms used to describe St. James's Place representatives. SJP Approved 06/01/2025

Bushell Holt Wealth Management revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Bushell Holt Wealth Management has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Bushell Holt Wealth Management has never raised funding before.

Frequently asked questions

Bushell Holt Wealth Management is located in 33 The Cross, Lymm, GB.

You can reach Bushell Holt Wealth Management at +4412052654.

Bushell Holt Wealth Management was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Bushell Holt Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Bushell Holt Wealth Management

Shaun Holt

Wealth Manager To Business Owners And Private Individuals

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