Financial AdviserProfile

Sean Jones Wealth Management Limited

Public-record profile
Clifton House, Unit 2 The Clifton Centre, Spring Lane South, Malvern, WR14 1BJ
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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.

Sean Jones Wealth Management Limited is listed as a FCA appointed representative in the WR14 1BJ area. Registered at Companies House in 2009. FCA records list 2 Plan Wealth Management Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2009
Type
FCA appointed representative
Company No.
06813317
SIC
66300
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

2 Plan Wealth Management Limited, FRN 461598 (Full)

Companies House

SEAN JONES WEALTH MANAGEMENT LIMITED is active and was incorporated on 9 February 2009.

Nature of business: 66300 - Fund management activities

Registered office: Clifton House 2 Clifton Centre, Spring Lane South, Malvern, WR14 1BJ, England

Authorisations

FCAactive
Reference: 912456
Type: FCA appointed representative
Company no.: 06813317
Verified: —
View public register

Company Snapshot

Industry
66300
Data Freshness
Stale (> 1 year)
Accounts last made up to
28 February 2025
Accounts next due
30 November 2026
Accounts type
Total Exemption Full
Employees
4
Equity
£100
Cash
-£810
Current assets
£39,904
Net current assets/liabilities
£13,951
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

JONES, Karen Ann Shirley
Appointed 29 November 2012
DOB: 7/1966
JONES, Sean Patrick
Appointed 9 February 2009
DOB: 3/1968

Persons with significant control

Mr Sean Patrick Jones
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 3/1968

Recent Filings

3 March 2026
PSC04
change to a person with significant control
9 February 2026
CS01
confirmation statement with no updates
5 January 2026
AA
accounts with accounts type total exemption full
10 February 2025
CS01
confirmation statement with no updates
28 November 2024
AA
accounts with accounts type micro entity
9 February 2024
CS01
confirmation statement with no updates

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Location

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You'll find Sean Jones Wealth Management Limited at the location shown on the map in Malvern.

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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.