Financial AdviserProfile

McLeod Wealth Management Limited

Public-record profile

104 Winkworth Road, Banstead, SM7 2QR

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.

McLeod Wealth Management Limited is listed as a FCA appointed representative in the SM7 2QR area. Registered at Companies House in 2017. FCA records list St. James's Place Wealth Management Plc as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded

2017

Type

FCA appointed representative

Company No.

11096058

SIC

66300

Services

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

St. James's Place Wealth Management Plc, FRN 195351 (Full)

Companies House

MCLEOD WEALTH MANAGEMENT LIMITED is active and was incorporated on 5 December 2017.

Nature of business: 66300 - Fund management activities

Registered office: 104 Winkworth Road, Banstead, SM7 2QR, England

Authorisations

FCAactive

Reference: 739536

Type: FCA appointed representative

Company no.: 11096058

Verified: —

View public register

Company Snapshot

Industry

66300

Data Freshness

Stale (> 1 year)

Accounts last made up to

31 December 2024

Accounts next due

30 September 2026

Accounts type

Total Exemption Full

Employees

Equity

£100

Cash

£20,287

Fixed assets

£83,330

Current assets

£20,287

Net current assets/liabilities

-£17,879

Charges

Outstanding charges

Insolvency cases

View Companies House profile

People and Control

Active directors

MCLEOD, Ian Andrew

Appointed 5 December 2017

DOB: 6/1978

Persons with significant control

Helen Rose Mcleod

Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent

DOB: 7/1979

Ian Andrew Mcleod

Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent, Voting Rights 50 To 75 Percent

DOB: 6/1978

Recent Filings

15 December 2025

CS01

confirmation statement with no updates

11 September 2025

accounts with accounts type total exemption full

16 December 2024

CS01

confirmation statement with no updates

16 December 2024

AD01

change registered office address company with date old address new address

5 July 2024

accounts with accounts type micro entity

11 December 2023

CS01

confirmation statement with no updates

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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.