The Wealth Group Limited

Name: The Wealth Group Limited
Address: The Wealth Group Ltd, 15 Queens Road, Evesham, Worcestershire, WR11 4JN, GB
Telephone: 01386 442597
Price range: $$
Rating: 5

aka The Wealth Group, The Wealth Group Limited

Authorised FRN 443827 5.0 (1)

About

For individuals: Investment management, Retirement planning, Individual tax and estate planning, including will preparation, Probate and estate administration,

Source: wealth-group.co.uk

Contact & Location

Address

15 Queen's Rd, Evesham WR11 4JN, UK

More advisers in Wychavon

Phone

01386 442597

Website

wealth-group.co.uk

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Opening Hours

Monday9:00 AM – 5:30 PM

Tuesday9:00 AM – 5:30 PM

Wednesday9:00 AM – 5:30 PM

Thursday9:00 AM – 5:30 PM

Friday9:00 AM – 5:30 PM

SaturdayClosed

SundayClosed

Specialisms

Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 443827
Status: Authorised
Date Authorised: 30 June 2006
Years Authorised: 19 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (8)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Making arrangements with a view to transactions in investments
✓Dealing in investments as agent
✓Assisting in the administration and performance of a contract of insurance
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 05073082
Company Status: Active
Incorporation Date: 15 March 2004
Directors: 2
Accounts Category: Total Exemption Full
Last Accounts Filed: 30 June 2024
SIC Codes: 70221

Team (14)

David William Nicholds
Approved
Nico George Kontou Goymer
ApprovedCertified
Lee John Spooner
ApprovedCertified
Richard Babb
ApprovedCertified
Elizabeth Needham
Approved
Jeremy Clarke-Morris
Approved
Robert Ross Tiffin
ApprovedCertified
William Sallis
ApprovedCertified
Andrew Jonathan Neale
Certified
Huw Thompson
No longer required
David Anthony Brown
No longer required
Susan Claire Brown
No longer required
Robert Ian Bailey
No longer required
Tessa Alison Bailey
No longer required

Google Reviews

5.0

1 review on Google

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Quick Facts

Evesham, West Midlands
19 years FCA-authorised
16 registered individuals
4 specialisms
8 FCA permissions
CH 05073082

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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.