Financial AdviserProfile

Andrew M Williams Wealth Management Ltd

Public-record profile
Scarlet Court, Ground Floor, Heol Aur, Dafen Industrial Estate, Llanelli, SA14 8GG
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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.

Andrew M Williams Wealth Management Ltd is listed as a FCA appointed representative in the SA14 8GG area. Registered at Companies House in 2012. 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
2012
Type
FCA appointed representative
Company No.
08073936
SIC
66220
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

ANDREW M WILLIAMS WEALTH MANAGEMENT LTD is active and was incorporated on 17 May 2012.

Nature of business: 66220 - Activities of insurance agents and brokers

Registered office: 42 Aber Llwchwr, Llangennech, Llanelli, Carmarthenshire, SA14 8AH

Authorisations

FCAactive
Reference: 546286
Type: FCA appointed representative
Company no.: 08073936
Verified:
View public register

Company Snapshot

Industry
66220
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
31 December 2026
Accounts type
Micro Entity
Employees
4
Equity
£1,702,809
Fixed assets
£361,679
Current assets
£1,418,432
Net current assets/liabilities
£1,342,990
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

WILLIAMS, Andrew Marc
Appointed 17 May 2012
DOB: 4/1983
WILLIAMS, Sarah Olivia
Appointed 1 April 2015
DOB: 11/1982

Persons with significant control

Mrs Sarah Olivia Williams
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 11/1982
Mr Andrew Marc Williams
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent
DOB: 4/1983

Recent Filings

28 October 2025
AA
accounts with accounts type micro entity
5 August 2025
CS01
confirmation statement with no updates
25 September 2024
AA
accounts with accounts type micro entity
7 August 2024
CS01
confirmation statement with no updates
17 August 2023
AA
accounts with accounts type micro entity
4 August 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.