DATA Wealth Management LLP
Reference number: 446074
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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.
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Verified website
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Verified phone number
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Verified address
Courtyard Barn, Binham Road, Langham, Holt, Norfolk, NR25 7AB, United Kingdom
Company details
From the company's Companies House record.
- Company number
- OC316340
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 24 November 2005 (20 years old)
- Registered office
- Matches the FCA register address ✓
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Caroline Elizabeth Freeth | LLP designated member | Sep 1962 | 24 Nov 2005 |
| Paul Martin Freeth | LLP designated member | May 1960 | 24 Nov 2005 |
| Jack William Teasdale Freeth | LLP designated member | Aug 1991 | 6 Apr 2018 |
| Fiona Elizabeth Freeth | LLP designated member | Apr 1994 | 1 May 2026 |
Activities and protection
What they can do, and how you are protected
- Give regulated advice FSCS may applyA 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 applyEligible 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 FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
Show FCA detail (6 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on regulated mortgage contracts
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Making arrangements with a view to regulated mortgage contracts
- 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.
Previously registered as
The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.
- IFADATA Investment Management LLP
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