Financial AdviserProfile

S O Wealthmanagement (UK) Ltd

Public-record profile
Jagow House, Jospeh Wilson Industrial Estate, Millstrood Road, Whitstable, CT5 3FS
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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.

S O Wealthmanagement (UK) Ltd is listed as a FCA appointed representative in the CT5 3FS area. Registered at Companies House in 2009. FCA records list Julian Harris Mortgages Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2009
Type
FCA appointed representative
Company No.
06816964
SIC
66110
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Julian Harris Mortgages Limited, FRN 304155 (Full)

Companies House

S.O. WEALTH MANAGEMENT (UK) LIMITED is active and was incorporated on 11 February 2009.

Nature of business: 66110 - Administration of financial markets

Registered office: 5 Jagow House, Joseph Wilson Business Park, Whitstable, Kent, CT5 3PS, England

Authorisations

FCAactive
Reference: 500617
Type: FCA appointed representative
Company no.: 06816964
Verified: —
View public register

Company Snapshot

Industry
66110
Data Freshness
Stale (> 1 year)
Accounts last made up to
28 February 2025
Accounts next due
30 November 2026
Accounts type
Unaudited Abridged
Employees
1
Equity
£1
Cash
£273
Current assets
£77,329
Net current assets/liabilities
£23,609
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

ONION, Sonia Denise
Appointed 11 February 2009
DOB: 4/1958

Persons with significant control

Mrs Sonia Denise Onion
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 4/1958

Recent Filings

27 February 2026
AA
accounts with accounts type unaudited abridged
24 February 2026
CS01
confirmation statement with updates
23 February 2026
CH04
change corporate secretary company with change date
24 February 2025
CS01
confirmation statement with updates
30 January 2025
AA
accounts with accounts type unaudited abridged
5 March 2024
CS01
confirmation statement with updates

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Location

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You'll find S O Wealthmanagement (UK) Ltd at the location shown on the map in Whitstable.

Other Financial Advisers in or near Whitstable

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Maytree Mortgages Ltd

Whitstable, CT5 4HG

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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.