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Wealthwide

Wealthwide

Financial ServicesFlag of GBBirmingham, England, United Kingdom11-20 Employees

Company overview

Headquarters3 Greenfield Crescent, Birmingham, B15 3BE, GB
Phone number+448000234567
Website
NAICS52
Keywords
Mortgages, Wealth Management, Lifestyle Financial Planning, Sustainable Investing, Financial Planning For Dentists, Inheritance Planning, Practice Finance, Financial Advice For Dentists, Nhs Pension
Founded2007
Employees11-20
Socials

Key Contact at Wealthwide

Flag of GB

Thomas Dickson

Managing Director

Wealthwide Email Formats

Wealthwide uses 3 email formats. The most common is {first initial} (e.g., j@essentialmoney.co.uk), used 58.3% of the time.

FormatExamplePercentage
{first initial}
j@essentialmoney.co.uk
66.6%
{first name}
john@essentialmoney.co.uk
33.3%

About Wealthwide

At Wealthwide, we're not just financial advisers – we're your dedicated partners in navigating the unique financial issues that dentists face. With over two decades’ experience working with dentists, we understand the challenges dental practice owners have to deal with and can help you make some of life’s big decisions with confidence and peace of mind. Our expertise: - Comprehensive financial planning for dental practice owners - Tax-efficient wealth management strategies - Retirement planning and pension optimisation - Investment portfolio management - Practice finance and mortgage advice - Insurance for dentists Why choose Wealthwide: - Industry specialisation: Our 25+ years working with dentists means we speak your language and understand your unique needs - Comprehensive approach: We can make sure your personal goals are aligned with your overall financial plan - Tax efficiency: We help you to use all the available reliefs to make the most of your earnings and investments - Financial freedom: We can demonstrate how you can afford to live the life you really want to live. Life is not a dress rehearsal, we only get one chance! - Building your legacy: Our experience helping practice owners successfully pass on wealth to their beneficiaries gives us the confidence to help you create a legacy - Proven track record: Join hundreds of dental professionals who’ve achieved their financial goals with us. Partnering with Wealthwide Whether you want to optimise your practice's financial health, create an investment portfolio, plan for a comfortable retirement or leave a legacy, Wealthwide has the expertise to guide you every step of the way. We can help you get financially organised, secure your financial future and get more out of life. Connect with us to discover how Wealthwide can transform your financial strategy and drive your personal and professional success.

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Wealthwide revenue & valuation

Annual revenue$941,105
Revenue per employee$86,000
Estimated valuation?$3,100,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Manager
C-Suite

Employees by Department

Wealthwide has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Wealthwide has never raised funding before.

Wealthwide Tech Stack

Discover the technologies and tools that power Wealthwide's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

HighLevel

HighLevel

CRM

reCAPTCHA

reCAPTCHA

Security

Vimeo

Vimeo

Video players

Microsoft 365

Microsoft 365

Email

Stimulus

Stimulus

JavaScript frameworks

HSTS

HSTS

Security

Calendly

Calendly

Appointment scheduling

Google Analytics

Google Analytics

Analytics

Adobe Fonts

Adobe Fonts

Font scripts

Emotion

Emotion

Development

Squarespace Commerce

Squarespace Commerce

Ecommerce

Frequently asked questions

Wealthwide is located in Birmingham, England, GB.
You can reach Wealthwide at +448000234567.
Wealthwide was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.
Wealthwide has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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