Financial AdviserProfile

South Charlotte Wealth Management Limited

Public-record profile
7 South Charlotte Street, Edinburgh, EH2 4AN
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.

South Charlotte Wealth Management Limited is listed as a FCA appointed representative in the EH2 4AN area. Registered at Companies House in 2019. FCA records list Quilter Financial Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2019
Type
FCA appointed representative
Company No.
SC638193
SIC
66290
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

Quilter Financial Limited, FRN 497604 (Full)

Companies House

SOUTH CHARLOTTE WEALTH MANAGEMENT LTD is active and was incorporated on 7 August 2019.

Nature of business: 66290 - Other activities auxiliary to insurance and pension funding

Registered office: 12 Craigs Bank, Edinburgh, EH12 8HD, Scotland

Authorisations

FCAactive
Reference: 914136
Type: FCA appointed representative
Company no.: SC638193
Verified:
View public register

Company Snapshot

Industry
66290
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
31 December 2026
Accounts type
Total Exemption Full
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

SMITH, Daniel Patrick
Appointed 7 August 2019
DOB: 7/1992

Persons with significant control

Mr Daniel Patrick Smith
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent, Voting Rights 50 To 75 Percent
DOB: 7/1992

Recent Filings

6 January 2026
AA
accounts with accounts type total exemption full
19 August 2025
CS01
confirmation statement with no updates
9 January 2025
AA
accounts with accounts type total exemption full
29 August 2024
CS01
confirmation statement with no updates
28 December 2023
AA
accounts with accounts type total exemption full
18 August 2023
CS01
confirmation statement with no updates

Verified Reviews

Reviews are sorted by verification strength, then recency.

No verified reviews have been published for South Charlotte 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

Your email is not shown publicly.

Location

Loading map...

You'll find South Charlotte Wealth Management Limited at the location shown on the map in Edinburgh.

Other Financial Advisers in or near Edinburgh

Explore other listed profiles in your area

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.