P J Watts Independent Financial Adviser Ltd
aka KWL Wealth Management, P J Watts Independent Financial Adviser Ltd
About
Home About Us Services Digital Services Calculators News Contact Us Client Portal KWL Invested in your future Wealth management with you in mind Get in touch At KWL Wealth Management, our mission is to make people’s financial lives easier, through providing them with personalised, tailored financial advice. This focus dictates all our thoughts and actions, and you will beable to feel our focus...
Source: kwlwealth.comContact & Location
Regulatory Information
- FRN
- 911629
- Status
- Authorised
- Date Authorised
- 2 June 2020
- Years Authorised
- 5 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓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
- 11929320
- Company Status
- Active
- Incorporation Date
- 5 April 2019
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 66290
Team (3)
Peter John Watts
ApprovedCertifiedIan Thomas Lancaster
No longer requiredMark Howard King
Certified
Google Reviews
6 reviews on Google
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Quick Facts
- Martock, South West
- 5 years FCA-authorised
- 3 registered individuals
- 5 specialisms
- 7 FCA permissions
- CH 11929320
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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.