Company Information

Get to know Wealth Transform Limited

Wealth Transform Limited operates as an Appointed Representative and Senior Partner Practice of St. James’s Place Wealth Management plc. The firm specialises in providing personalised, face-to-face wealth management services to individuals, families, and businesses. Their core mission is to help clients achieve their financial goals by offering expert advice on investment planning, retirement planning, inheritance tax planning, and financial protection. They focus on building long-term client relationships based on trust and a comprehensive understanding of each client's unique financial situation.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Wealth Transform Limited

United Kingdom

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.