Exchange Wealth Management Ltd is a team of Mortgage Advisers and Equity Release Advisers offering trusted and up-to-date advice. With a focus on helping clients prepare for major life events and meet their property goals, the team uses their expertise to recommend tailored solutions based on individual needs. They believe in face-to-face, personal service and building lasting relationships with their clients.
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Founded: 12/17/12
Filing Number: 08333890
Industry Financial Services
Engaged in: Financial Planner
ISIC Codes 6619
Questions & Answers
Q1
How long has Exchange Wealth Management Ltd been in business?
Exchange Wealth Management Ltd has been in business for around 14 years.
Q2
What is the phone number for Exchange Wealth Management Ltd?
The phone number for Exchange Wealth Management Ltd is 0151 632 1718.
Q3
Where is Exchange Wealth Management Ltd located?
Exchange Wealth Management Ltd is located at 1 Pacific Rd, Birkenhead CH41 1LJ, United Kingdom, England.
Q4
What days are Exchange Wealth Management Ltd open?
Exchange Wealth Management Ltd is open Mon–Fri 9 AM–5 PM; closed Sat–Sun.
Q5
Is there a primary contact for Exchange Wealth Management Ltd?
Rosemalin May Willson (Director) at Exchange Wealth Management Ltd.
Q6
Are there other contacts associated with Exchange Wealth Management Ltd?
We have 4 additional contact(s) for Exchange Wealth Management Ltd. They include: Stuart Willson, Owen Willson, Andrea Owen & David Duncan.
Q7
What is the web address (URL) for Exchange Wealth Management Ltd?
The website for Exchange Wealth Management Ltd is www.exwm.co.uk.