Wealthify Limited

Reference number: 662530

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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
09034828
Company status
Active
Company type
Private limited company
Incorporated
12 May 2014 (12 years old)
Registered office
Tec Marina, Terra Nova Way, Penarth, Cardiff, CF64 1SA, Wales
Nature of business
  • Fund management activities (SIC 66300)

Current directors and secretaries

Name Role Born Appointed
Michael Ashford Director May 1987 1 Mar 2016
Christopher Mark Wood Director Nov 1964 30 Nov 2020
Alessia Maria Emilia Kosagowsky Director Sep 1969 20 Oct 2022
Nathalie Marie Oestmann Director Dec 1971 13 Dec 2023
Richard John Ambrose Director Oct 1974 26 Nov 2024
Jasmin Islam Slider Director Mar 1978 4 Jun 2026

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · 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.
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  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments
  • Safeguarding and administration of assets (without arranging)

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.

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Common questions

Frequently asked questions

Is Wealthify Limited FCA authorised?
Yes, Wealthify Limited (FRN 662530) is authorised by the FCA to carry out regulated activities.
Is my money safe with Wealthify?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Wealthify to the Financial Ombudsman Service, free of charge.
Is Wealthify a scam or clone?
Wealthify 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 Wealthify's Firm Reference Number (FRN)?
Wealthify's FRN is 662530. You can verify it on the FCA register.