Direct Wealth Management Limited

aka Direct Wealth Management Limited

Authorised FRN 765903 1.0 (1)

About

We can help you plan for yourretirement. Let our expert, regulated financial advisers help you plan your retirement the right way.

Source: directwealthmanagement.co.uk

Contact & Location

Address

Suite D, First Floor, Meadowside, Mountbatten Way, Congleton CW12 1DY, UK

More advisers in Cheshire East

Phone: 01792 966860

Website: directwealthmanagement.co.uk

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Opening Hours

Monday10:00 AM – 6:00 PM

Tuesday10:00 AM – 6:00 PM

Wednesday10:00 AM – 6:00 PM

Thursday10:00 AM – 6:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Pensions Retirement Mortgages Investments

Regulated Services

Pension Transfer Advice

Pension Advice

Investment Advice

Regulatory Information

FRN: 765903
Status: Authorised
Date Authorised: 21 February 2017
Years Authorised: 9 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (10)

Show all permissions

✓CBTL Status
✓CBTL Effective Date
✓CBTL End Date
✓Seeking out, referrals and identification of claims or potential claims (personal injury claim; financial services or financial product claim; housing disrepair claim; claim for a specified benefit; criminal injury claim; employment related claim)
✓Advice, investigation or representation in relation to a financial services or financial product claim
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓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: 10376509
Company Status: Active
Incorporation Date: 15 September 2016
Directors: 1
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 March 2025
SIC Codes: 64999

Team (10)

Barry Kevin Brennan
Approved
Marcus Cutts
Certified
Conor Brennan
Certified
Barbara Henryka Dzida
Certified
Michael Chandler
Approved
Christopher Thomas Smith
ApprovedCertified
Daniel Michael Dominic Shread
ApprovedCertified
Paul Joseph Edwards
No longer required
Paul Julian Phillips
Certified
Matthew Smith
No longer required

Google Reviews

1.0

1 review on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Congleton, North West
9 years FCA-authorised
11 registered individuals
4 specialisms
10 FCA permissions
CH 10376509

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Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

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.