Financial AdviserProfile

Margetts Wealth Management Limited

Public-record profile
Office 1, 50-54 St Paul's Square, Birmingham, B3 1QS
Claim Profile

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.

Margetts Wealth Management Limited is listed as a FCA appointed representative in the B3 1QS area. Registered at Companies House in 2002. FCA records list Sense Network Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2002
Type
FCA appointed representative
Company No.
04458263
SIC
66110
Services
1

Are you the business owner?

Your competitors are using AI to handle out-of-hours calls instantly. Activate 24/7 voice triage on this profile for free.

Activate UseSam AI

Protect Your Business Too

Found your adviser? Ensure your business scale is protected. Structure PMI or Life cover instantly alongside your new advisory setup with WeCovr.

Explore Protection Plans

Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Sense Network Limited, FRN 465124 (Full)

Companies House

MARGETTS WEALTH MANAGEMENT LIMITED is active and was incorporated on 11 June 2002.

Nature of business: 66110 - Administration of financial markets

Registered office: Office 1 50-54 St Paul's Square, Birmingham, B3 1QS

Authorisations

FCAactive
Reference: 453782
Type: FCA appointed representative
Company no.: 04458263
Verified:
View public register

Company Snapshot

Companies House records show outstanding charges.
Industry
66110
Data Freshness
Stale (> 1 year)
Accounts last made up to
30 September 2024
Accounts next due
30 June 2026
Accounts type
Total Exemption Full
Employees
12
Equity
£40,000
Cash
£269,893
Fixed assets
£2,710
Current assets
£1,195,078
Net current assets/liabilities
£801,634
Charges
4
Outstanding charges
2
Insolvency cases
0
View Companies House profile

People and Control

Active directors

BUTLER, Ian
Appointed 3 April 2017
DOB: 3/1979
SMITH, Kevin
Appointed 18 April 2013
DOB: 11/1962
VICKERS, James
Appointed 24 October 2024
DOB: 5/1982

Persons with significant control

Sbv Holdings Limited
Corporate Entity Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
Mr Kevin Smith
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 11/1962

Recent Filings

11 June 2025
CS01
confirmation statement with updates
10 June 2025
AA
accounts with accounts type total exemption full
24 February 2025
MR04
mortgage satisfy charge full
18 February 2025
MR01
mortgage create with deed with charge number charge creation date
17 February 2025
MR01
mortgage create with deed with charge number charge creation date
14 November 2024
PSC02
notification of a person with significant control

Verified Reviews

Reviews are sorted by verification strength, then recency.

No verified reviews have been published for Margetts Wealth Management Limited yet.

Leave a Verified Review

UseSam client links are verified automatically. LinkedIn sign-in adds professional identity context.

Review verificationPending Verification

Email-only reviews require manual approval before publication.

Sign in with LinkedIn to Review

Location

Loading map...

You'll find Margetts Wealth Management Limited at the location shown on the map in Birmingham.

Other Financial Advisers in or near Birmingham

Explore other listed profiles in your area

EFR Ltd

Birmingham, B28 9EH

Singh Cover Ltd

Birmingham, B3 1RB

The Mortgage Department Ltd

Birmingham, B18 6EX

Is this your profile?

Claim your profile to activate a VerifiedAdvisers AI receptionist with a dedicated phone number and routed client enquiries.

Claim Profile

✓ Dedicated AI receptionist number

✓ Routed client enquiries

✓ Profile verification and review tools

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