Financial AdviserProfile

Suitable Money Advice Ltd

Public-record profile
26 Discovery Court, 551-553 Wallisdown Road, Poole, BH12 5AG
Claim Profile

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.

Suitable Money Advice Ltd is listed as a FCA appointed representative in the BH12 5AG area. Registered at Companies House in 2016. FCA records list Pi Financial Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2016
Type
FCA appointed representative
Company No.
10472115
SIC
66190
Services
1

Are you the business owner?

Your competitors are using AI to handle out-of-hours calls instantly. Activate 24/7 voice triage on this profile for free.

Activate UseSam AI

Protect Your Business Too

Found your adviser? Ensure your business scale is protected. Structure PMI or Life cover instantly alongside your new advisory setup with WeCovr.

Explore Protection Plans

Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Pi Financial Ltd, FRN 186419 (Full)

Companies House

SUITABLE MONEY ADVICE LTD is active and was incorporated on 10 November 2016.

Nature of business: 66190 - Activities auxiliary to financial intermediation n.e.c., 66220 - Activities of insurance agents and brokers

Registered office: 33 Lower Golf Links Road, Broadstone, BH18 8BQ, England

Authorisations

FCAactive
Reference: 811115
Type: FCA appointed representative
Company no.: 10472115
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
30 March 2025
Accounts next due
30 December 2026
Accounts type
Total Exemption Full
Employees
3
Equity
£100
Cash
£14,325
Current assets
£190,506
Net current assets/liabilities
-£59,083
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

ROSE, Jonathan Michael
Appointed 10 November 2016
DOB: 3/1971

Persons with significant control

Mr Jonathan Michael Rose
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 3/1971

Recent Filings

23 December 2025
AA
accounts with accounts type total exemption full
9 September 2025
CS01
confirmation statement with updates
9 September 2025
CH01
change person director company with change date
9 September 2025
PSC04
change to a person with significant control
13 August 2025
AD01
change registered office address company with date old address new address
18 December 2024
AA
accounts with accounts type total exemption full

Verified Reviews

Reviews are sorted by verification strength, then recency.

No verified reviews have been published for Suitable Money Advice Ltd yet.

Leave a Verified Review

UseSam client links are verified automatically. LinkedIn sign-in adds professional identity context.

Review verificationPending Verification

Email-only reviews require manual approval before publication.

Sign in with LinkedIn to Review

Location

Loading map...

You'll find Suitable Money Advice Ltd at the location shown on the map in Poole.

Other Financial Advisers in or near Poole

Explore other listed profiles in your area

Is this your profile?

Claim your profile to activate a VerifiedAdvisers AI receptionist with a dedicated phone number and routed client enquiries.

Claim Profile

✓ Dedicated AI receptionist number

✓ Routed client enquiries

✓ Profile verification and review tools

ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.