Quintessential Wealth Management Limited
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.
Quintessential Wealth Management Limited is listed as a FCA appointed representative in the LA8 8LT area. Registered at Companies House in 2017. FCA records list St. James's Place Wealth Management Plc as the principal firm for this appointed representative. Listed service areas include Investment Advisory.
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 AIProtect 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 PlansServices
Verified By
Regulatory Context
St. James's Place Wealth Management Plc, FRN 195351 (Full)
QUINTESSENTIAL WEALTH MANAGEMENT LTD is active and was incorporated on 15 November 2017.
Nature of business: 64999 - Financial intermediation not elsewhere classified, 66190 - Activities auxiliary to financial intermediation n.e.c.
Registered office: Sunnybank 5 Whitbarrow Grove, Levens, Kendal, Cumbria, LA8 8LT, England
Authorisations
Company Snapshot
People and Control
Active directors
Persons with significant control
Recent Filings
Verified Reviews
Reviews are sorted by verification strength, then recency.
Leave a Verified Review
UseSam client links are verified automatically. LinkedIn sign-in adds professional identity context.
Location
You'll find Quintessential Wealth Management Limited at the location shown on the map in Kendal.
Other Financial Advisers in or near Kendal
Explore other listed profiles in your area
Kendal, LA9 7RZ
Kendal, LA9 4QD
Is this your profile?
Claim your profile to activate a VerifiedAdvisers AI receptionist with a dedicated phone number and routed client enquiries.
✓ 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.