DATA Wealth Management LLP
aka DATA Wealth Management LLP
Authorised FRN 446074
About
We will provide you with the wealth management solutions that you need to satisfy your needs both now and in the future. As a team, our sole focus is to help you achieve or maintain financial se...
Source: randallwm.co.ukContact & Location
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Specialisms
Regulatory Information
- FRN
- 446074
- Status
- Authorised
- Date Authorised
- 3 July 2006
- Years Authorised
- 19 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- OC316340
- Company Status
- Active
- Incorporation Date
- 24 November 2005
- Directors
- 0
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 March 2025
Team (3)
Caroline Elizabeth Freeth
ApprovedJack William Teasdale Freeth
ApprovedCertifiedPaul Martin Teasdale Freeth
ApprovedCertified
Quick Facts
- Holt, East of England
- 19 years FCA-authorised
- 6 registered individuals
- 4 specialisms
- 7 FCA permissions
- CH OC316340
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.