Leo Alexander Wealth & Financial Management Limited

Name: Leo Alexander Wealth & Financial Management Limited
Address: 244 Fulwood Road, Sheffield, S10 3AA, GB
Telephone: 0114 290 3697
Price range: $$
Rating: 5

aka LAWfm, Annuity Choice, Leo Alexander Wealth & Financial Management Limited

Authorised FRN 624042 5.0 (2)

About

We are pro-active Wealth Managers & Financial Advisers who don't believe in hefty up-front commissions. Get in touch

Source: lawfm.co.uk

Contact & Location

Address

244 Fulwood Rd, Sheffield S10 3AA, UK

More advisers in Sheffield

Phone

0114 290 3697

Website

lawfm.co.uk

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Opening Hours

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

Mortgages Wealth Management Investments Pensions Retirement

Regulatory Information

FRN: 624042
Status: Authorised
Date Authorised: 13 February 2015
Years Authorised: 11 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (20)

Show all permissions

✓Acting as a CBTL arranger
✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Acting as a CBTL Arranger
✓Acting as a CBTL Advisor
✓Providing basic advice on stakeholder products
✓Managing investments
✓Dealing in investments as agent
✓Arranging safeguarding and administration of assets
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Credit Broking
✓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: 07232515
Company Status: Active
Incorporation Date: 22 April 2010
Directors: 1
Accounts Category: Small
Last Accounts Filed: 31 August 2025
SIC Codes: 64999

Team (11)

Marcus Eric Lee warburton
ApprovedCertified
Andrew Patrick Waldron Johnston
Certified
William John Wells
Certified
Kathryn Ann Bishop
Certified
Nicola Sara Duffey
No longer required
Charlotte Elizabeth May Reynolds
Certified
Anthony James Roddis
Certified
Alex Jake Smith
Certified
Ryan Jack Neil
Certified
Joseph Robert Tighe
Certified
Victoria Kathleen Witting
No longer required

Google Reviews

5.0

2 reviews on Google

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Quick Facts

Sheffield, Yorkshire and The Humber
11 years FCA-authorised
14 registered individuals
5 specialisms
20 FCA permissions
CH 07232515

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Data Sources

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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.