Financial AdviserProfile

Ted Rees Financial Services Ltd

Public-record profile
5 Ddol Road, Dunvant, Swansea, SA2 7UB
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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.

Ted Rees Financial Services Ltd is listed as a FCA appointed representative in the SA2 7UB area. Registered at Companies House in 2014. 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
2014
Type
FCA appointed representative
Company No.
09337969
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

TED REES FINANCIAL SERVICES LTD is active and was incorporated on 3 December 2014.

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

Registered office: 5 Ddol Road, Dunvant, Swansea, West Glam, SA2 7UB

Authorisations

FCAactive
Reference: 654450
Type: FCA appointed representative
Company no.: 09337969
Verified:
View public register

Company Snapshot

Industry
66290
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
31 December 2026
Accounts type
Micro Entity
Employees
3
Equity
£3,669
Fixed assets
£1,743
Current assets
£27,633
Net current assets/liabilities
£3,147
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

PARKER, Andrew David
Appointed 5 April 2018
DOB: 10/1965
REES, David Andrew
Appointed 3 December 2014
DOB: 4/1974

Persons with significant control

Mr Andrew David Parker
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 10/1965
Mr David Andrew Rees
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 4/1974

Recent Filings

9 December 2025
CS01
confirmation statement with no updates
3 September 2025
AA
accounts with accounts type micro entity
3 January 2025
CS01
confirmation statement with no updates
29 October 2024
AA
accounts with accounts type micro entity
13 December 2023
CS01
confirmation statement with no updates
2 October 2023
AA
accounts with accounts type micro entity

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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.