Balmoral Wealth Management Limited

Reference number: 565712

Instant download

Appointed representative

This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Lyncombe Consultants Limited Reference number: 618025 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Balmoral Wealth Management Limited (FRN 565712) is an AR of Lyncombe Consultants Limited (FRN 618025). When you use Balmoral Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Balmoral Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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.

  • No website on the FCA register

  • Verified phone number

    01704 507111

  • Verified address

    139-141 Cambridge Road, Southport, Merseyside, PR9 7LN, United Kingdom

Company details

From the company's Companies House record.

Company number
07745769
Company status
Active
Company type
Private limited company
Incorporated
18 August 2011 (14 years old)
Registered office
139-141 Cambridge Road, Churchtown, Southport, PR9 7LN, United Kingdom
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Current directors and secretaries

Name Role Born Appointed
Paul Anthony Davies Director Oct 1963 18 Aug 2011

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through Lyncombe Consultants Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

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.

Download this page as a PDF report

£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.

Instant download

Common questions

Frequently asked questions

Is Balmoral Wealth Management Limited FCA authorised?
Balmoral Wealth Management Limited (FRN 565712) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Balmoral Wealth Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Balmoral Wealth Management Limited (FRN 565712) is an AR of Lyncombe Consultants Limited (FRN 618025). When you use Balmoral Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Balmoral Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Is my money safe with Balmoral Wealth Management?
Protection works through Lyncombe Consultants Limited, the principal firm responsible for Balmoral Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Balmoral Wealth Management a scam or clone?
Balmoral Wealth Management 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 Balmoral Wealth Management's Firm Reference Number (FRN)?
Balmoral Wealth Management's FRN is 565712. You can verify it on the FCA register.