FB WEALTH MANAGEMENT LIMITED

Reference number: 531632

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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.

Also trades as
  • FB Wealth
  • Forrester Boyd Wealth Management
  • Later Life Solutions

Company details

From the company's Companies House record.

Company number
07312958
Company status
Active
Company type
Private limited company
Incorporated
13 July 2010 (16 years old)
Registered office
26 South St. Marys Gate, Grimsby, DN31 1LW, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Neil Boulton Director May 1959 1 Jan 2017
Philip George Director Mar 1987 27 Jun 2019
Philip Ivor Davison Jones Director Apr 1970 18 Oct 2019
Carrie Anne Jensen Director Nov 1990 12 Dec 2022
Kevin Stuart Hopper Director Nov 1979 1 Apr 2025

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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term 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.

Check your FSCS cover →

Show FCA detail (7 permissions)
  • 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
  • Assisting in the administration and performance of a contract of insurance
  • 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.

Names it no longer trades under

This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired name
  • Forrester Boyd

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Common questions

Frequently asked questions

Is FB WEALTH MANAGEMENT LIMITED FCA authorised?
Yes, FB WEALTH MANAGEMENT LIMITED (FRN 531632) is authorised by the FCA to carry out regulated activities.
Is my money safe with FB WEALTH MANAGEMENT?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about FB WEALTH MANAGEMENT to the Financial Ombudsman Service, free of charge.
Is FB WEALTH MANAGEMENT a scam or clone?
FB 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 FB WEALTH MANAGEMENT's Firm Reference Number (FRN)?
FB WEALTH MANAGEMENT's FRN is 531632. You can verify it on the FCA register.