Monwell Wealth Management Ltd

Represented by:
Sara Karen Montgomery
Director
Date of Birth: January 1979
Nationality: British
Country of Residence: United Kingdom
Correspondence Address:
17–19 Station Road West, Oxted, Surrey, England, RH8 9EE

Company Information:
Monwell Wealth Management Ltd is a Private Limited Company incorporated on 30 August 2016.
The company is active and operates in accordance with UK company law and relevant financial regulations.

Contact:
Telephone: —
Email: info@monwell-wm.com

Headquarters:
Registered Office:
17–19 Station Road West
Oxted, Surrey
England, RH8 9EE

Registration Court:
Companies House – Cardiff Office
Crown Way, Cardiff, CF14 3UZ, United Kingdom

Company Registration Details:
Company Type: Private Limited Company
Company Status: Active
Incorporated on: 30 August 2016
Next Accounts: made up to 31 August 2025 (due by 31 May 2026)
Last Accounts: made up to 31 August 2024
Next Confirmation Statement: 29 August 2026 (due by 12 September 2026)
Last Confirmation Statement: 29 August 2025

Current Officer:

• Sara Karen Montgomery, Director

  • Date of Birth: January 1979

  • Nationality: British

  • Country of Residence: United Kingdom

  • Correspondence Address: 17–19 Station Road West, Oxted, Surrey, England, RH8 9EE

• Nick Antony Sidwell, Director (Resigned on 29 April 2022)

  • Date of Birth: February 1985

  • Nationality: British

  • Country of Residence: United Kingdom

  • Correspondence Address: Greenhouse, 49 Green Lanes, London, England, N16 9BU

Legal Jurisdiction:
England and Wales

Legal Framework & Supervision:
Monwell Wealth Management Ltd operates in accordance with the Companies Act 2006 and all relevant UK financial regulations.

The company may be subject to oversight by:

• The Financial Conduct Authority (FCA)

• Her Majesty’s Revenue and Customs (HMRC)

• UK Companies House

Professional Standards & Compliance:
Monwell Wealth Management Ltd complies with applicable trade and financial regulations in the United Kingdom, including:

• The Financial Services and Markets Act 2000

• The Limited Liability Partnerships Regulations 2001

• The UK Corporate Governance Code

Dispute Resolution:
Monwell Wealth Management Ltd is committed to transparent and fair dispute resolution. Clients are encouraged to contact the company directly via email regarding any concerns.

For clients based in the European Union, the European Commission provides a platform for online dispute resolution (ODR):
https://ec.europa.eu/consumers/odr

At this time, Monwell Wealth Management Ltd does not participate in online dispute resolution procedures through the ODR platform.