MARGETTS WEALTH MANAGEMENT LIMITED
Birmingham, United Kingdom (UK) · Finance and Banking
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Verified by Enterprise League
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Complete · Accuracy
Last verified
May 2026
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Overview
Margetts Wealth Management Limited is a Birmingham-based financial services firm dedicated to providing comprehensive wealth management solutions for individuals, business owners, and families.
We specialize in building secure financial futures through tailored planning, encompassing accumulation, protection, income management, and estate planning. Our approach centers on understanding your unique goals and crafting a robust strategy to achieve them.
At Margetts Wealth, we prioritize delivering exceptional service and impartial advice, focusing on the factors we can control – investment returns, efficient planning, and proactive financial strategies. We offer a holistic service, including inheritance tax assessment, mitigation, and business succession planning, ensuring your financial legacy is secure. We pride ourselves on building long-term relationships based on trust and expertise.
Established in 2012, Margetts Wealth Management has a proven track record of helping clients navigate their financial journeys with confidence. We are committed to providing a consistent level of excellence to every client we work with.
We specialize in building secure financial futures through tailored planning, encompassing accumulation, protection, income management, and estate planning. Our approach centers on understanding your unique goals and crafting a robust strategy to achieve them.
At Margetts Wealth, we prioritize delivering exceptional service and impartial advice, focusing on the factors we can control – investment returns, efficient planning, and proactive financial strategies. We offer a holistic service, including inheritance tax assessment, mitigation, and business succession planning, ensuring your financial legacy is secure. We pride ourselves on building long-term relationships based on trust and expertise.
Established in 2012, Margetts Wealth Management has a proven track record of helping clients navigate their financial journeys with confidence. We are committed to providing a consistent level of excellence to every client we work with.
Contact Details
+4401212360550
info@margettswealth.co.uk
Birmingham, United Kingdom (UK), 50-54 Saint Paul's Square
Founded
2012
Company Type
Public Limited Company
Employees
2-10
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