Bluecoat Wealth Management Ltd

Reference number: 476312

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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

Moneyinfo Limited Reference number: 806043 Registered 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.
  • Bluecoat Wealth Management Ltd (FRN 476312) is an AR of Moneyinfo Limited (FRN 806043). When you use Bluecoat Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Bluecoat 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.

Company details

From the company's Companies House record.

Company number
06828686
Company status
Active
Company type
Private limited company
Incorporated
24 February 2009 (17 years old)
Registered office
11 Lady Bee Enterprise Centre, Albion Street, Southwick, West Sussex, BN42 4BW, England
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Robin Nicholas Clarke Director Nov 1962 24 Feb 2009
David Michael Langley Director Feb 1988 16 Jul 2020
Wendy Susan Clarke Secretary Not published 24 Feb 2009

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 Moneyinfo 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.

Previously registered as

The FCA register holds 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Bluecoat Wealth Management
  • Bluecoat Wealth Management Ltd.

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Common questions

Frequently asked questions

Is Bluecoat Wealth Management Ltd FCA authorised?
Bluecoat Wealth Management Ltd (FRN 476312) 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 Bluecoat 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. Bluecoat Wealth Management Ltd (FRN 476312) is an AR of Moneyinfo Limited (FRN 806043). When you use Bluecoat Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Bluecoat 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 Bluecoat Wealth Management?
Protection works through Moneyinfo Limited, the principal firm responsible for Bluecoat Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Bluecoat Wealth Management a scam or clone?
Bluecoat 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 Bluecoat Wealth Management's Firm Reference Number (FRN)?
Bluecoat Wealth Management's FRN is 476312. You can verify it on the FCA register.