Financial AdviserProfile

EWM Financial Consultancy Ltd

Public-record profile
12 Capel Terrace, Llanelli, SA15 1QA
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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.

EWM Financial Consultancy Ltd is listed as a FCA appointed representative in the SA15 1QA area. Registered at Companies House in 2014. 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
2014
Type
FCA appointed representative
Company No.
09358677
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

EWM FINANCIAL CONSULTANCY LTD is active and was incorporated on 17 December 2014.

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

Registered office: 12 Capel Terrace, Llanelli, SA15 1QA, Wales

Authorisations

FCAactive
Reference: 742491
Type: FCA appointed representative
Company no.: 09358677
Verified:
View public register

Company Snapshot

Industry
66290
Data Freshness
Stale (> 1 year)
Accounts last made up to
30 April 2025
Accounts next due
31 January 2027
Accounts type
Total Exemption Full
Employees
2
Equity
£38,904
Cash
£1,033
Current assets
£98,367
Net current assets/liabilities
£52,797
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

EATLY, Jonathan David
Appointed 17 December 2014
DOB: 9/1987
EATLY, Lisa Marie
Appointed 1 April 2019
DOB: 2/1991

Persons with significant control

Mrs Lisa Marie Eatly
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 2/1991
Mr Jonathan David Eatly
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 9/1987

Recent Filings

15 January 2026
AA
accounts with accounts type total exemption full
22 December 2025
CS01
confirmation statement with no updates
20 January 2025
MISC
miscellaneous
18 December 2024
CS01
confirmation statement with updates
16 October 2024
AA
accounts with accounts type total exemption full
18 December 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.