The Wealth Group Limited

Reference number: 443827

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Company details

From the company's Companies House record.

Company number
05073082
Company status
Active
Company type
Private limited company
Incorporated
15 March 2004 (22 years old)
Registered office
15 Queens Road, Evesham, Worcestershire, WR11 4JN
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Nico George Kontou Goymer Director May 1970 16 Jun 2006
David William Nicholds Director Dec 1965 31 Jul 2009
David Nicholds Secretary Not published 7 Apr 2010

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
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  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Allchurch Bailey Investment Consultants Ltd

Names it no longer trades under

This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired name
  • Allchurch Bailey Wealth

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Common questions

Frequently asked questions

Is The Wealth Group Limited FCA authorised?
Yes, The Wealth Group Limited (FRN 443827) is authorised by the FCA to carry out regulated activities.
Is my money safe with The Wealth Group?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about The Wealth Group to the Financial Ombudsman Service, free of charge.
Is The Wealth Group a scam or clone?
The Wealth Group is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is The Wealth Group's Firm Reference Number (FRN)?
The Wealth Group's FRN is 443827. You can verify it on the FCA register.