Winders Wealth Management Limited
aka Winders Independent Financial Advisers, Winders Wealth Management Limited
About
Winders Wealth Management Financial Advisors Independent Financial Advisers Finding a Financial Adviser to trust with your money isn't easy. It is a long term relationship built on trust About Us Winders is a long established, independent firm based in Barrow-in-Furness and the South Lakes. Established in 1962 we have spent almost 60 years helping people negotiate the minefield of regulations...
Source: winderswm.co.ukContact & Location
Address
5 Union St, Ulverston LA12 7HT, UKMore advisers in Westmorland and FurnessOpening Hours
Regulated Services
Regulatory Information
- FRN
- 197136
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (14)
Show all permissionsHide permissions
- ✓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
- ✓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
- ✓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
- 04074937
- Company Status
- Active
- Incorporation Date
- 20 September 2000
- Directors
- 2
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999
Team (7)
Stephen Michael Leonard
ApprovedDonna Knowles
ApprovedCertifiedJoshua John Blinkhorn
CertifiedNigel Atkinson
ApprovedCertifiedGeoffrey Smith
No longer requiredDavid Roger Ward
No longer requiredGillian Mary Haythornthwaite
No longer required
Quick Facts
- , North West
- 24 years FCA-authorised
- 9 registered individuals
- 5 specialisms
- 14 FCA permissions
- CH 04074937
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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.