Financial AdviserProfile

David Field Wealth Management Ltd

Public-record profile
24 Southernhay West, Exeter, EX1 1PR
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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.

David Field Wealth Management Ltd is listed as a FCA appointed representative in the EX1 1PR area. Registered at Companies House in 2009. 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
2009
Type
FCA appointed representative
Company No.
07048874
SIC
66190
Services
1

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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

DAVID FIELD WEALTH MANAGEMENT LIMITED is active and was incorporated on 19 October 2009.

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

Registered office: Unit 4 Woodbury Business Park, Woodbury, Exeter, EX5 1AY

Authorisations

FCAactive
Reference: 488689
Type: FCA appointed representative
Company no.: 07048874
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Outdated (< 1 year)
Accounts last made up to
31 October 2025
Accounts next due
31 July 2027
Accounts type
Micro Entity
Employees
2
Equity
£95,739
Fixed assets
£106,157
Current assets
£12,491
Net current assets/liabilities
£10,418
Charges
1
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

FIELD, David Ian
Appointed 19 October 2009
DOB: 12/1967

Persons with significant control

David Ian Field
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent
DOB: 12/1967
David Ian Field
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 12/1967

Recent Filings

19 March 2026
AA
accounts with accounts type micro entity
22 October 2025
CS01
confirmation statement with updates
17 March 2025
AA
accounts with accounts type micro entity
23 October 2024
CS01
confirmation statement with updates
22 April 2024
AA
accounts with accounts type micro entity
25 October 2023
CS01
confirmation statement with 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.