Financial AdviserProfile

Bennett & Associates Wealth Management Limited

Public-record profile
Lane Farm, The Green, Rossett, Wrexham, LL12 0DS
Claim Profile

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.

Bennett & Associates Wealth Management Limited is listed as a FCA appointed representative in the LL12 0DS area. Registered at Companies House in 2023. 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
2023
Type
FCA appointed representative
Company No.
14845619
SIC
66190
Services
1

Are you the business owner?

Your competitors are using AI to handle out-of-hours calls instantly. Activate 24/7 voice triage on this profile for free.

Activate UseSam AI

Protect Your Business Too

Found your adviser? Ensure your business scale is protected. Structure PMI or Life cover instantly alongside your new advisory setup with WeCovr.

Explore Protection Plans

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

BENNETT & ASSOCIATES WEALTH MANAGEMENT LIMITED is active and was incorporated on 4 May 2023.

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

Registered office: Lane Farm The Green, Rossett, Wrexham, LL12 0DS, Wales

Authorisations

FCAunverified
Reference: 1003819
Type: FCA appointed representative
Company no.: 14845619
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
31 December 2026
Accounts type
Micro Entity
Employees
1
Equity
-£6,996
Current assets
£10,615
Net current assets/liabilities
£9,555
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

BENNETT, Anne Sarah
Appointed 1 April 2026
DOB: 10/1979
BENNETT, Matthew Holt
Appointed 4 May 2023
DOB: 1/1975

Persons with significant control

Mr Matthew Holt Bennett
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 1/1975

Recent Filings

5 May 2026
CS01
confirmation statement with updates
2 April 2026
AP01
appoint person director company with name date
9 July 2025
AA
accounts with accounts type micro entity
6 May 2025
CS01
confirmation statement with no updates
5 August 2024
AA
accounts with accounts type micro entity
5 August 2024
AA01
change account reference date company previous shortened

Verified Reviews

Reviews are sorted by verification strength, then recency.

No verified reviews have been published for Bennett & Associates Wealth Management Limited yet.

Leave a Verified Review

UseSam client links are verified automatically. LinkedIn sign-in adds professional identity context.

Review verificationPending Verification

Email-only reviews require manual approval before publication.

Sign in with LinkedIn to Review

Location

Loading map...

You'll find Bennett & Associates Wealth Management Limited at the location shown on the map in Wrexham.

Other Financial Advisers in or near Wrexham

Explore other listed profiles in your area

Is this your profile?

Claim your profile to activate a VerifiedAdvisers AI receptionist with a dedicated phone number and routed client enquiries.

Claim Profile

✓ Dedicated AI receptionist number

✓ Routed client enquiries

✓ Profile verification and review tools

ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.