Financial AdviserProfile

L J Taffetsauffer Wealth Management Limited

Public-record profile
29 Stepney Road, Pwll, Llanelli, SA15 4AA
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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.

L J Taffetsauffer Wealth Management Limited is listed as a FCA appointed representative in the SA15 4AA 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.

Founded
2017
Type
FCA appointed representative
Company No.
10980250
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

L J TAFFETSAUFFER WEALTH MANAGEMENT LIMITED is active and was incorporated on 25 September 2017.

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

Registered office: 29 Stepney Road, Llanelli, SA15 4AA, Wales

Authorisations

FCAactive
Reference: 786256
Type: FCA appointed representative
Company no.: 10980250
Verified:
View public register

Company Snapshot

Industry
66220
Data Freshness
Outdated (< 1 year)
Accounts last made up to
30 September 2025
Accounts next due
30 June 2027
Accounts type
Micro Entity
Employees
3
Equity
£667
Fixed assets
£549,544
Current assets
£67,252
Net current assets/liabilities
£19,991
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

KOAL, Katrin
Appointed 10 December 2025
DOB: 2/1980
TAFFETSAUFFER, Luke
Appointed 25 September 2017
DOB: 7/1983

Persons with significant control

Mr Luke Taffetsauffer
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent
DOB: 7/1983

Recent Filings

11 May 2026
AA
accounts with accounts type micro entity
12 December 2025
CH01
change person director company with change date
11 December 2025
AP01
appoint person director company with name date
28 July 2025
CS01
confirmation statement with updates
31 March 2025
AA
accounts with accounts type micro entity
4 August 2024
CH01
change person director company with change date

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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.