Financial AdviserProfile

Broderick Wealth Management Ltd

Public-record profile
40 Frederick Road, Sutton Coldfield, B73 5QN
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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.

Broderick Wealth Management Ltd is listed as a FCA appointed representative in the B73 5QN area. Registered at Companies House in 2018. FCA records list Vision Independent Financial Planning Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2018
Type
FCA appointed representative
Company No.
11315170
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Vision Independent Financial Planning Ltd, FRN 487395 (Full)

Companies House

BRODERICK WEALTH MANAGEMENT LTD is active and was incorporated on 17 April 2018.

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

Registered office: 21 Graham Street, Second Floor, Birmingham, B1 3JR, England

Authorisations

FCAactive
Reference: 808085
Type: FCA appointed representative
Company no.: 11315170
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
30 April 2025
Accounts next due
31 January 2027
Accounts type
Unaudited Abridged
Employees
3
Equity
£2
Cash
£56,871
Current assets
£57,114
Net current assets/liabilities
£21,017
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

BRODERICK, David
Appointed 17 April 2018
DOB: 10/1974
BRODERICK, Rachel
Appointed 17 April 2018
DOB: 7/1984

Persons with significant control

Mrs Rachel Broderick
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 7/1984
Mr David Broderick
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 10/1974

Recent Filings

17 April 2026
CS01
confirmation statement with no updates
4 July 2025
AA
accounts with accounts type unaudited abridged
16 April 2025
CS01
confirmation statement with no updates
23 July 2024
AA
accounts with accounts type unaudited abridged
18 April 2024
CS01
confirmation statement with no updates
10 October 2023
AA
accounts with accounts type unaudited abridged

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Location

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You'll find Broderick Wealth Management Ltd at the location shown on the map in Sutton Coldfield.

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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.