Financial AdviserProfile

Lewis Wealth Management Limited

Public-record profile
St. James's House, Anchorage Avenue, Shrewsbury Business Park, Shrewsbury, SY2 6FG
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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.

Lewis Wealth Management Limited is listed as a FCA appointed representative in the SY2 6FG 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.
08373434
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

LEWIS WEALTH MANAGEMENT LIMITED is active and was incorporated on 24 January 2013.

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

Registered office: St. James's House Anchorage Avenue, Shrewsbury Business Park, Shrewsbury, Shropshire, SY2 6FG, United Kingdom

Authorisations

FCAactive
Reference: 598482
Type: FCA appointed representative
Company no.: 08373434
Verified:
View public register

Company Snapshot

Industry
66220
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
31 December 2026
Accounts type
Total Exemption Full
Employees
0.06
Equity
£100
Cash
£5,618
Current assets
£41,230
Net current assets/liabilities
£15,319
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

LEWIS, Neil Michael
Appointed 24 January 2013
DOB: 2/1963

Persons with significant control

Mrs Jane Mary Lewis
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 9/1964
Mr Neil Michael Lewis
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent
DOB: 2/1963

Recent Filings

6 February 2026
CS01
confirmation statement with no updates
8 December 2025
AA
accounts with accounts type total exemption full
6 February 2025
CS01
confirmation statement with no updates
23 December 2024
AA
accounts with accounts type total exemption full
31 January 2024
CS01
confirmation statement with no updates
18 December 2023
AA
accounts with accounts type total exemption full

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Location

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You'll find Lewis Wealth Management Limited at the location shown on the map in Shrewsbury.

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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.