Financial AdviserProfile

Sree Financial Services Ltd

Public-record profile
81 Purssell Road, Weston Turville, Aylesbury, HP22 3AS
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Sree Financial Services Ltd is listed as a FCA appointed representative in the HP22 3AS area. Registered at Companies House in 2024. FCA records list Dragon Brokers Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2024
Type
FCA appointed representative
Company No.
16100179
SIC
66220
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Dragon Brokers Limited, FRN 599430 (Full)

Companies House

SREE FINANCIAL SERVICES LTD is active and was incorporated on 25 November 2024.

Nature of business: 66220 - Activities of insurance agents and brokers, 74909 - Other professional, scientific and technical activities n.e.c.

Registered office: 81 Purssell Road, Weston Turville, Aylesbury, HP22 3AS, United Kingdom

Authorisations

FCAactive
Reference: 1031684
Type: FCA appointed representative
Company no.: 16100179
Verified:
View public register

Company Snapshot

Industry
66220
Accounts next due
25 August 2026
Accounts type
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

MUNAGAPATI, Venkata Sateesh
Appointed 25 November 2024
DOB: 6/1982

Persons with significant control

Mr Venkata Sateesh Munagapati
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 6/1982

Recent Filings

1 December 2025
CS01
confirmation statement with no updates
25 November 2024
NEWINC
incorporation company

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Location

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.