UK (FCA)
Authorised
Authorised since September 2025
Last updated 11 February 2026
Venn Wealth Management Ltd
Investment and advice, Holistic financial planner
Location
22A Acre Lane, Heswall, Wirral, CH60 1UW
Website
Summary
Venn Wealth Management Ltd is a Wirral-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: Arranging deals in investments
26 September 2025
Permission update: Advising (ex Pension Transfers/Opt Outs)
Firm permissions
Designated Investment Business
Latest financial accounts
Key people
FAQ
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