Financial AdviserProfile

Walker Wealth Management Limited

Public-record profile
Unit 11a, New Fields Business Park, 2 Stinsford Road, Poole, BH17 0NF
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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.

Walker Wealth Management Limited is listed as a FCA appointed representative in the BH17 0NF area. Registered at Companies House in 2015. 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
2015
Type
FCA appointed representative
Company No.
09746973
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

WALKER WEALTH MANAGEMENT LIMITED is active and was incorporated on 25 August 2015.

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

Registered office: Unit 2, Freeland Park Wareham Road, Lytchett Matravers, Poole, Dorset, BH16 6FH, England

Authorisations

FCAactive
Reference: 624789
Type: FCA appointed representative
Company no.: 09746973
Verified:
View public register

Company Snapshot

Industry
66290
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 December 2024
Accounts next due
30 September 2026
Accounts type
Total Exemption Full
Employees
9
Equity
£11
Cash
£27,443
Fixed assets
£1,514,487
Current assets
£275,701
Net current assets/liabilities
£70,331
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

WALKER, Lee Stanley
Appointed 25 August 2015
DOB: 2/1971

Persons with significant control

Mr Lee Walker
Individual Person With Significant Control, Voting Rights 75 To 100 Percent
DOB: 2/1971

Recent Filings

18 March 2026
AD01
change registered office address company with date old address new address
30 September 2025
AA
accounts with accounts type total exemption full
28 August 2025
CS01
confirmation statement with no updates
30 September 2024
AA
accounts with accounts type total exemption full
1 September 2024
CS01
confirmation statement with no updates
29 September 2023
AA
accounts with accounts type total exemption full

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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.