LEE ANTHONY ROBERTS - POOLE - FINANCIAL ADVISER

LEE ANTHONY ROBERTS - POOLE - FINANCIAL ADVISER

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Overview

LEE ANTHONY ROBERTS is a Financial Adviser from Poole Dorset. This person was born in October 1965, which was over 58 years ago. LEE ANTHONY ROBERTS is British and resident in United Kingdom. This company officer is, or was, associated with at least 2 company roles.
Companies associated with this officer had at least £127,460 shareholder value in recent accounts.
Their most recent appointment, in our records, was to DOLPHIN WEALTH MANAGEMENT LIMITED on 2007-08-23.

Address

C/O Wheeler Brown, 9, Axium Centre
Dorchester Road Lytchett Minster
Poole
Dorset
BH16 6FE

Map

Company Appointments - Current and Previous

CompanyName Company Status Role Appointed Appointment Status Assets
DOLPHIN WEALTH MANAGEMENT LIMITED Active Director 2007-08-23 CURRENT £19,320 equity
BURGESS & LEE LIMITED Active Director 2004-09-16 until 2007-09-03 RESIGNED £108,140 equity

Companies Controlled

Company Active from Level of control
DOLPHIN WEALTH MANAGEMENT LIMITED 2016-04-06 Ownership of shares 50 to 75 percent
Voting rights 50 to 75 percent
Right to appoint and remove directors
Significant influence or control


Related People

Name Occupation Address No of Appointments
MR PETER KENNETH JEFFREY Retired Poole 2
MR JOHN BARON HOLMES Independent Financial Adviser Bournemouth, England 1
MR DEREK CAMPBELL BURGESS Cd Independent Financial Adsvi Cardiff 1
LAURENCE GORDON LEE Independent Financial Adviser Dorset 5
MR BRIAN WILLIAM SMITH Director Ifa Bournemouth, England 1
SALLY ANGELA ROBERTS Administrative Secretary Poole 2
HOWARD GORDON LEE Managing Director Bournemouth, England 6
DAVID JOHN STONE Financial Advisor Verwood, England 7
MR JACK WILLIAM BAKER Managing Director Bournemouth, England 1
MR ADAM ROBERTS Director Poole 2
MRS CHARLOTTE BURT Director Poole 1

Nearby People

Name Occupation Address No of Appointments
NICHOLAS BANYARD Builder Poole, United Kingdom 3
MR MARK COLIN DOUGLAS NOVELS Company Director Poole, England 2
RICHARD GEORGE KENDALL Equipment Hire Manager Poole, England 1
MRS SUZANNE NEWPORT Accountant Poole, England 8
ROSEMARY LINSAY HAYES Poole, England 1
ALAN JOHN HAYES Building Consultant Poole, England 1
ACCOUNTING DIMENSIONS LIMITED Poole, England 26
MS ANTOINETTE THORPE Director Poole, England 3
MR JOHN DAVID HAYNES Director Poole, England 3
KEITH GOULD Building Surveying Poole, United Kingdom 1