Charlton Wealth Management Limited

Reference number: 995869

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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
08141709
Company status
Active
Company type
Private limited company
Incorporated
12 July 2012 (14 years old)
Registered office
The Stables, Fox Hill, Haywards Heath, West Sussex, RH16 4QQ, England
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Current directors and secretaries

Name Role Born Appointed
Gareth James Nelson Director May 1980 12 Jul 2012

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.

    Check your FSCS cover →

  • 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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  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • Debt-counselling
  • 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.

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Common questions

Frequently asked questions

Is Charlton Wealth Management Limited FCA authorised?
Yes, Charlton Wealth Management Limited (FRN 995869) is authorised by the FCA to carry out regulated activities.
Is my money safe with Charlton Wealth Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Charlton Wealth Management to the Financial Ombudsman Service, free of charge.
Is Charlton Wealth Management a scam or clone?
Charlton 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 Charlton Wealth Management's Firm Reference Number (FRN)?
Charlton Wealth Management's FRN is 995869. You can verify it on the FCA register.