Financial AdviserProfile

Westerham Financial Services Ltd

Public-record profile

The Retreat, Quarry Hill Road, Borough Green, Sevenoaks, TN15 8RQ

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.

Westerham Financial Services Ltd is listed as a FCA appointed representative in the TN15 8RQ area. Registered at Companies House in 2013. 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

2013

Type

FCA appointed representative

Company No.

08544526

SIC

66220

Services

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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

WESTERHAM FINANCIAL SERVICES LIMITED is active and was incorporated on 24 May 2013.

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

Registered office: Midway House Herrick Way, Staverton, Cheltenham, GL51 6TQ, England

Authorisations

FCAactive

Reference: 401687

Type: FCA appointed representative

Company no.: 08544526

Verified: —

View public register

Company Snapshot

Industry

66220

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

Equity

£100

Cash

£4

Fixed assets

£3,207,529

Current assets

£456,800

Net current assets/liabilities

£1,385

Charges

Outstanding charges

Insolvency cases

View Companies House profile

People and Control

Active directors

CURRY, Ben

Appointed 24 May 2013

DOB: 3/1981

Persons with significant control

Mr Ben Curry

Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent

DOB: 3/1981

Recent Filings

7 July 2025

accounts with accounts type total exemption full

3 June 2025

CS01

confirmation statement with no updates

26 September 2024

accounts with accounts type total exemption full

24 May 2024

CS01

confirmation statement with no updates

26 September 2023

accounts with accounts type total exemption full

31 May 2023

CS01

confirmation statement with no updates

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Location

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You'll find Westerham Financial Services Ltd at the location shown on the map in Sevenoaks.

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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.