LWM10 LTD
aka Lakeside Wealth Management, LWM10 LTD
About
Trusted financial advice - from buying your first home and designing your future, to planning your retirement. Investments, Pensions, Insurance, Mortgages, Commercial, Wills, Probate.
Source: lakesidefs.co.ukContact & Location
Regulatory Information
- FRN
- 458204
- Status
- Authorised
- Date Authorised
- 14 November 2006
- Years Authorised
- 19 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
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
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Making arrangements with a view to a home purchase plan
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Arranging (bringing about) a home purchase plan
- ✓Advising on regulated mortgage contracts
- ✓Advising on a home purchase plan
- ✓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
- 05933022
- Company Status
- Active
- Incorporation Date
- 12 September 2006
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 January 2025
- SIC Codes
- 64999
Team (20)
Paul Martin Boston
ApprovedJames Welham
ApprovedCertifiedLisa Jane Price
ApprovedCertifiedPhillip Kelvin Cope
ApprovedCertifiedJuan Ramon Fleetwood-Solano
ApprovedCertifiedRoxanne Dee Rodger
ApprovedCertifiedAdam Chambers
ApprovedCertifiedJames Andrew Foster
ApprovedCertifiedRyan Coulson
ApprovedCertifiedNathan Hibbert
ApprovedCertifiedJohn Thomas Hartley
ApprovedCertifiedMatthew David Hibbert
ApprovedCertifiedMatthew Smith
ApprovedCertifiedKevin Lee Ridley
ApprovedCertifiedStephen James Swirles
ApprovedCertifiedKatherine Grant
ApprovedCertifiedJames Davidson
CertifiedKatarzyna Gawron
CertifiedMax Temple
CertifiedEdward John Brook
Certified
Google Reviews
8 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
- Wakefield, Yorkshire and The Humber
- 19 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 18 FCA permissions
- CH 05933022
Interested?
Request a no-obligation introduction.
Is this your firm?
Claim this profile to add your bio, photo, and fee information.
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.