Financial AdviserProfile

WORTHY WEALTH MANAGEMENT LTD

Public-record profile

Lansker House, Lovedon Lane, Kings Worthy, Winchester, SO21 1AQ

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.

WORTHY WEALTH MANAGEMENT LTD is listed as a FCA appointed representative in the SO21 1AQ area. Registered at Companies House in 2014. FCA records list Vision Independent Financial Planning Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded

2014

Type

FCA appointed representative

Company No.

09195334

SIC

66190

Services

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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

WORTHY WEALTH MANAGEMENT LTD is active and was incorporated on 29 August 2014.

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

Registered office: 1 Pretoria Villas 44 Main Road, Colden Common, Winchester, Hampshire, SO21 1RR

Authorisations

FCAactive

Reference: 647173

Type: FCA appointed representative

Company no.: 09195334

Verified: —

View public register

Company Snapshot

Industry

Financial & Investment Services

Data Freshness

Stale (> 1 year)

Accounts last made up to

31 August 2024

Accounts next due

31 May 2026

Accounts type

Unaudited Abridged

Employees

Equity

£10

Cash

£97,000

Fixed assets

£262,497

Current assets

£1,107,284

Net current assets/liabilities

£1,013,915

Charges

Outstanding charges

Insolvency cases

View Companies House profile

People and Control

Active directors

BIRCH, Andrew James

Appointed 29 August 2014

DOB: 10/1971

BIRCH, Shona

Appointed 1 November 2019

DOB: 9/1971

Persons with significant control

Mrs Shona Birch

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

DOB: 9/1971

Mr Andrew Birch

Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent

DOB: 10/1971

Recent Filings

10 March 2026

CS01

confirmation statement with no updates

30 May 2025

accounts with accounts type unaudited abridged

27 February 2025

CS01

confirmation statement with no updates

29 May 2024

accounts with accounts type unaudited abridged

1 March 2024

CS01

confirmation statement with no updates

26 May 2023

accounts with accounts type unaudited abridged

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Location

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You'll find WORTHY WEALTH MANAGEMENT LTD at the location shown on the map in Winchester.

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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.