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Coleshill Wealth Management Logo
Coleshill Wealth Management CB Rank
2025451
Heat Score
60
Coleshill Wealth Management is a financial advisory firm that provides pensions, investments, and protection services.
Founded
obfuscation
Private Coleshill, Warwickshire, United Kingdom1-10 coleshillwealthmanagement.co.uk
Advice
Financial Services
Insurance
Wealth Management
Overview

Coleshill Wealth Management
Heat Score
60

Growth Score
pts
in past quarter
Heat Score 60
-26 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Coleshill Wealth Management

CB Rank
2025451
Coleshill Wealth Management is a financial advisory firm that provides pensions, investments, and protection services.
Founded
obfuscation
Private Coleshill, Warwickshire, United Kingdom1-10 coleshillwealthmanagement.co.uk
Advice
Financial Services
Insurance
Wealth Management

Details

Legal Name Coleshill Wealth Management
Also Known As CWM
Operating Status Active
Company Type For Profit
About the Company
Coleshill Wealth Management provides financial planning services including inheritance planning, advice on mortgages, protection, life insurance, critical illness insurance, protection, savings, and investments.
Phone Number +44 01675 622 445
Contact Email info@coleshillwealthmanagement.co.uk
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Pensions Advisory
Provides guidance on pension planning and management to help clients prepare for retirement.
Investment Services
Offers investment planning and portfolio management to help clients grow and manage their assets.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 1
News
Technology
View Tech Report

IT Spend

$48.9KThis year, Coleshill Wealth Management is projected to spend $48.9K on IT, according to Aberdeen.

Active Website Tech Count

4Coleshill Wealth Management is actively using 4 technologies for its website, according to BuiltWith. These include Common Crawl, Person Schema, and  CommonCrawl Top 100m.

Total IP

2Coleshill Wealth Management has 1 registered patent in the 'Conveying; Packing; Storing; Handling Thin Or Filamentary Material' category, according to IPqwery. Additionally, Coleshill Wealth Management has 1 registered trademark in the 'Machines and machine tools' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Coleshill Wealth Management's headquarters? Coleshill Wealth Management is located in Coleshill, Warwickshire, United Kingdom.Who are Coleshill Wealth Management's competitors? Alternatives and possible competitors to Coleshill Wealth Management may include REG, Fairstone, and  Evelyn Partners.
Who We Are
What We Do
Helpful Links
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