Broadstreet Wealth Management Limited

Reference number: 946540

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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
13067888
Company status
Active
Company type
Private limited company
Incorporated
7 December 2020 (5 years old)
Registered office
The Mill Brome Hall Lane, Lapworth, Solihull, West Midlands, B94 5RB, England
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Current directors and secretaries

Name Role Born Appointed
Gary Jonathan Partridge Director Mar 1968 7 Dec 2020
Sarah Catherine Partridge Secretary Not published 7 Dec 2020

Check on the FCA register → Report a scam →

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.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.

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Show FCA detail (16 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Requirement not to employ co-directors of Newbold Broadstreet Wealth Management Limited
    Broadstreet Wealth Management Limited will not, without the FCA’s previous written consent, employ, engage the services of, accept equity or debt investment from, or enter into any commercial agreement with, legal or natural persons who were directors of Newbold Broadstreet Wealth Management Limited (FRN 529573), or are controlled by or act on behalf of those directors. This Schedule does not apply to the following directors of Newbold Broadstreet Wealth Management Limited, who are founding members of Broadstreet Wealth Management Limited: 1. Gary Jonathan Partridge 2. Sarah Catherine Partridge

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

Track record

Action taken against them

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Common questions

Frequently asked questions

Is Broadstreet Wealth Management Limited FCA authorised?
Yes, Broadstreet Wealth Management Limited (FRN 946540) is authorised by the FCA to carry out regulated activities.
Is my money safe with Broadstreet Wealth Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Broadstreet Wealth Management to the Financial Ombudsman Service, free of charge.
Is Broadstreet Wealth Management a scam or clone?
Broadstreet 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 Broadstreet Wealth Management's Firm Reference Number (FRN)?
Broadstreet Wealth Management's FRN is 946540. You can verify it on the FCA register.