Financial AdviserProfile

Lee Adams Wealth Management Limited

Public-record profile

Lime House, Melford Road, Acton, Sudbury, CO10 0BA

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.

Lee Adams Wealth Management Limited is listed as a FCA appointed representative in the CO10 0BA area. Registered at Companies House in 2017. 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

2017

Type

FCA appointed representative

Company No.

10645369

SIC

66190

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

LEE ADAMS WEALTH MANAGEMENT LIMITED is active and was incorporated on 1 March 2017.

Nature of business: 66190 - Activities auxiliary to financial intermediation n.e.c.

Registered office: 57a Broadway, Leigh-On-Sea, Essex, SS9 1PE, United Kingdom

Authorisations

FCAactive

Reference: 451093

Type: FCA appointed representative

Company no.: 10645369

Verified: —

View public register

Company Snapshot

Industry

Financial & Investment Services

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

0.02

Equity

£1,000

Cash

£100,105

Fixed assets

£982,287

Current assets

£130,381

Net current assets/liabilities

£84,170

Charges

Outstanding charges

Insolvency cases

View Companies House profile

People and Control

Active directors

ADAMS, Jeanette Ann

Appointed 1 March 2017

DOB: 9/1967

ADAMS, Lee Mark

Appointed 1 March 2017

DOB: 6/1971

Persons with significant control

Mrs Jeanette Ann Adams

Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent

DOB: 9/1967

Mr Lee Mark Adams

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

DOB: 6/1971

Recent Filings

2 March 2026

CS01

confirmation statement with updates

10 October 2025

accounts with accounts type total exemption full

28 February 2025

CS01

confirmation statement with updates

29 November 2024

accounts with accounts type total exemption full

6 March 2024

CS01

confirmation statement with updates

1 March 2024

PSC04

change to a person with significant control

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Location

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You'll find Lee Adams Wealth Management Limited at the location shown on the map in Sudbury.

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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.