Jonathan Davis Wealth Management Ltd
aka Jonathan Davis Wealth Management, Jonathan Davis Wealth Management Ltd
About
At Davis Wealth Management, we pride ourselves on providing our clients with the very best financial advice and service. We place the individual needs of our clients at the heart of everything we d...
Source: daviswealth.co.ukContact & Location
Address
1st Floor, East Suite Waterfront, Salts Mill Rd, Saltaire, Shipley, Bradford BD17 7TD, UKMore advisers in WealdenOpening Hours
Specialisms
Regulated Services
Regulatory Information
- FRN
- 458630
- Status
- Authorised
- Date Authorised
- 3 January 2007
- Years Authorised
- 19 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (5)
Show all permissionsHide permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓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
- 05942730
- Company Status
- Active
- Incorporation Date
- 21 September 2006
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999
Team (3)
Jonathan Alan Davis
ApprovedCertifiedBrendan Bensley
No longer requiredSamantha Sharp
No longer required
Google Reviews
3 reviews on Google
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
Quick Facts
- Crowborough, South East
- 19 years FCA-authorised
- 4 registered individuals
- 3 specialisms
- 5 FCA permissions
- CH 05942730
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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.