Financial AdviserProfile

Breaks Wealth Management Ltd

Public-record profile
Stoneholme, 42 High Street, Bury, BL8 3AN
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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.

Breaks Wealth Management Ltd is listed as a FCA appointed representative in the BL8 3AN area. Registered at Companies House in 2014. FCA records list Quilter Financial Services Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2014
Type
FCA appointed representative
Company No.
09170812
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Quilter Financial Services Ltd, FRN 440703 (Full)

Companies House

BREAKS WEALTH MANAGEMENT LIMITED is active and was incorporated on 11 August 2014.

Nature of business: 66190 - Activities auxiliary to financial intermediation n.e.c.

Registered office: 42 High Street, Walshaw, Bury, BL8 3AN, England

Authorisations

FCAactive
Reference: 631639
Type: FCA appointed representative
Company no.: 09170812
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Outdated (< 1 year)
Accounts last made up to
31 August 2025
Accounts next due
31 May 2027
Accounts type
Micro Entity
Employees
3
Equity
-£43,489
Fixed assets
£798
Current assets
£34,549
Net current assets/liabilities
-£44,287
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

BREAKS, Paul Lindsay
Appointed 11 August 2014
DOB: 9/1958
LLOYD, Sarah
Appointed 11 August 2014
DOB: 2/1977
PEPPER, Christian John
Appointed 11 August 2014
DOB: 1/1973

Persons with significant control

Mr Paul Lindsay Breaks
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent, Voting Rights 50 To 75 Percent
DOB: 9/1958
Financial Options Wealth Management Limited
Corporate Entity Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent

Recent Filings

18 November 2025
AA
accounts with accounts type micro entity
12 August 2025
CS01
confirmation statement with no updates
8 January 2025
AA
accounts with accounts type micro entity
13 August 2024
CS01
confirmation statement with no updates
11 December 2023
AD01
change registered office address company with date old address new address
28 November 2023
AA
accounts with accounts type micro entity

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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.