Financial AdviserProfile

Penny & Wells Limited

Public-record profile

330 Oakmount Road, Chandler's Ford, Eastleigh, SO53 2LS

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.

Penny & Wells Limited is listed as a FCA appointed representative in the SO53 2LS area. Registered at Companies House in 2023. FCA records list Momentum Broker Solutions Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded

2023

Type

FCA appointed representative

Company No.

14947022

SIC

66220

Services

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Momentum Broker Solutions Limited, FRN 526435 (Full)

Companies House

PENNY & WELLS LIMITED is active and was incorporated on 20 June 2023.

Nature of business: 66220 - Activities of insurance agents and brokers

Registered office: Arena Offices, Lancaster Court, 8 Barnes Wallis Road, Fareham, PO15 5TU, England

Authorisations

FCAactive

Reference: 999496

Type: FCA appointed representative

Company no.: 14947022

Verified: —

View public register

Company Snapshot

Industry

66220

Data Freshness

Outdated (< 1 year)

Accounts last made up to

30 June 2025

Accounts next due

31 March 2027

Accounts type

Micro Entity

Employees

Equity

£12,762

Fixed assets

£366

Current assets

£24,161

Net current assets/liabilities

£12,396

Charges

Outstanding charges

Insolvency cases

View Companies House profile

People and Control

Active directors

PENNY, Adam Robert

Appointed 20 June 2023

DOB: 3/1974

Persons with significant control

Kathryn Louise Penny

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

DOB: 3/1977

Mr Adam Robert Penny

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

DOB: 3/1974

Recent Filings

30 March 2026

accounts with accounts type micro entity

23 June 2025

CS01

confirmation statement with no updates

18 March 2025

accounts with accounts type micro entity

13 December 2024

AD01

change registered office address company with date old address new address

19 June 2024

CS01

confirmation statement with updates

20 June 2023

NEWINC

incorporation company

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Location

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You'll find Penny & Wells Limited at the location shown on the map in Eastleigh.

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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.