


Wealthwide
Financial Services • Birmingham, England, United Kingdom • 11-20 Employees
Company overview
| Headquarters | 3 Greenfield Crescent, Birmingham, B15 3BE, GB |
| Phone number | +448000234567 |
| Website | |
| NAICS | 52 |
| Keywords | Mortgages, Wealth Management, Lifestyle Financial Planning, Sustainable Investing, Financial Planning For Dentists, Inheritance Planning, Practice Finance, Financial Advice For Dentists, Nhs Pension |
| Founded | 2007 |
| Employees | 11-20 |
| Socials |
Key Contact at Wealthwide
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.
| Format | Example | Percentage |
|---|---|---|
{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.
Wealthwide revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
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.
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Frequently asked questions
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