Financial AdviserProfile

Fox Wealth Management Ltd

Public-record profile
Withies Gates, Oreton, Kidderminster, DY14 0TD
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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.

Fox Wealth Management Ltd is listed as a FCA appointed representative in the DY14 0TD area. Registered at Companies House in 2007. 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
2007
Type
FCA appointed representative
Company No.
06050724
SIC
66290
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

FOX WEALTH MANAGEMENT LIMITED is active and was incorporated on 12 January 2007.

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

Registered office: 38 College Road, Epsom, Surrey, KT17 4HJ

Authorisations

FCAactive
Reference: 428467
Type: FCA appointed representative
Company no.: 06050724
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
Unaudited Abridged
Employees
1
Equity
£100
Cash
£352
Net current assets/liabilities
£137,696
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

MORGAN, Ian Nicholas
Appointed 16 January 2007
DOB: 11/1961

Persons with significant control

Mr Ian Nicholas Morgan
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent
DOB: 11/1961

Recent Filings

9 December 2025
AA
accounts with accounts type unaudited abridged
30 July 2025
CS01
confirmation statement with no updates
18 December 2024
AA
accounts with accounts type unaudited abridged
15 July 2024
CS01
confirmation statement with no updates
18 December 2023
AA
accounts with accounts type unaudited abridged
4 July 2023
CS01
confirmation statement with no 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.