Financial AdviserProfile

SDO Wealth Management Ltd

Public-record profile
Cams Hall, Cams Hill, Fareham, PO16 8AB
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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.

SDO Wealth Management Ltd is listed as a FCA appointed representative in the PO16 8AB area. Registered at Companies House in 2017. FCA records list Quilter Financial Services Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2017
Type
FCA appointed representative
Company No.
10854865
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

SDO WEALTH MANAGEMENT LTD is active and was incorporated on 7 July 2017.

Nature of business: 66190 - Activities auxiliary to financial intermediation n.e.c., 66220 - Activities of insurance agents and brokers

Registered office: The Well House, 4, Herriard Park, Basingstoke, Hampshire, RG25 2PL, United Kingdom

Authorisations

FCAactive
Reference: 786403
Type: FCA appointed representative
Company no.: 10854865
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
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
2
Equity
£100
Cash
£1,526
Net current assets/liabilities
£1,063
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

OXENHAM, Steven David
Appointed 7 July 2017
DOB: 6/1964

Persons with significant control

Mr Steven David Oxenham
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 6/1964

Recent Filings

17 February 2026
CS01
confirmation statement with updates
26 September 2025
AD01
change registered office address company with date old address new address
12 June 2025
AA
accounts with accounts type total exemption full
24 February 2025
CS01
confirmation statement with updates
18 June 2024
AA
accounts with accounts type total exemption full
8 March 2024
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.