Financial AdviserProfile

Efinity Wealth Limited

Public-record profile
7 Manchester Road, Warrington, WA1 3AB
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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.

Efinity Wealth Limited is listed as a FCA appointed representative in the WA1 3AB area. Registered at Companies House in 2024. FCA records list Quilter Financial Services Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2024
Type
FCA appointed representative
Company No.
15477028
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Quilter Financial Services Ltd, FRN 440703 (Full)

Companies House

EFINITY WEALTH LIMITED is active and was incorporated on 9 February 2024.

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

Registered office: 7 Manchester Road, Warrington, WA1 3AB, England

Authorisations

FCAactive
Reference: 1019478
Type: FCA appointed representative
Company no.: 15477028
Verified:
View public register

Company Snapshot

Companies House records show outstanding charges.
Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 May 2024
Accounts next due
31 August 2026
Accounts type
Dormant
Charges
1
Outstanding charges
1
Insolvency cases
0
View Companies House profile

People and Control

Active directors

DAVIES, Charles Robert
Appointed 9 February 2024
DOB: 2/1986

Persons with significant control

Efinity Investments Limited
Corporate Entity Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
Mr Charles Robert Davies
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 2/1986

Recent Filings

3 September 2025
CS01
confirmation statement with updates
1 September 2025
AA01
change account reference date company current extended
6 May 2025
AA
accounts with accounts type dormant
31 March 2025
CH01
change person director company with change date
25 February 2025
AA01
change account reference date company previous shortened
6 January 2025
MR01
mortgage create with deed with charge number charge creation date

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Location

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You'll find Efinity Wealth Limited at the location shown on the map in Warrington.

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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.