UK (FCA)
Authorised
Authorised since September 2025
Last updated 11 February 2026
Venn Wealth Management Ltd
Investment and advice, Holistic financial planner
Location
4th Floor, 33-37 Watergate Row South, Chester, Cheshire, CH1 2LE
Website
Summary
Venn Wealth Management Ltd is a Chester-based holistic financial planner. It was first authorised by the FCA in 2025. It has permissions related to investments and pensions.
Timeline
26 September 2025
First authorised by the FCA
26 September 2025
Permission update: Advising (ex Pension Transfers/Opt Outs)
26 September 2025
Role appointment: [FCA CF] Client dealing (Mr David Mark Venn)
Firm permissions
Designated Investment Business
Latest financial accounts
Key people
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr David Mark Venn
email@company.com+44 20 0000 0000
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr David Mark Venn
email@company.com+44 20 0000 0000
CPD7 - Personal recommendation on long-term care insurance
Mr David Mark Venn
email@company.com+44 20 0000 0000
FAQ
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