Fellmont Wealth Ltd
Reference number: 1029543
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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
Fellmont Wealth Ltd, Station House, Stamford New Road, Altrincham, WA14 1EP, United Kingdom
Company details
From the company's Companies House record.
- Company number
- 16088985
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 19 November 2024 (1 year old)
- Registered office
- Saffery Trinity, 16 John Dalton Street, Manchester, M2 6HY, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Alexander William Edward Lane | Director | Apr 1998 | 19 Nov 2024 |
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.
Show FCA detail (4 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
- Making arrangements with a view to transactions in investments
Limits on what they may do
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Restriction on regulated activities, effective from 07/04/2026.
Requirements The Firm will only onboard or otherwise advise clients currently or formerly advised by David Kneale Financial Management (FRN 228877) (“DKFM”) other than those set out in the Annex to this document, with the FCA’s prior written consent. The Firm must notify the FCA within seven days of becoming aware of any current or former director, shareholder or employee of DKFM, or any Person with which DKFM held a business relationship (including Persons from which DKFM received client referrals/introductions): a. seeking to acquire shares in the Firm; and b. acquiring shares in the Firm. For the avoidance of doubt, this Requirement does not remove the need for any relevant Change in Control notification(s) as required by relevant legislation, or changes in close links, or otherwise as required by the FCA Handbook. The Firm must notify the FCA if the Firm intends to engage or employ the services of any current or former director, shareholder or employee of DKFM, or any person which DKFM held a business relationship (including Persons from which DKFM received client referrals/introductions), in any capacity. This includes but is not limited to: (a) as an employee, director, consultant or agent; and/or (b) making referrals/introductions of clients or business to and/or receiving referrals/introductions of clients or business from. The Firm must not engage or employ the services of any Persons captured under this Requirement without first providing notification to the FCA in accordance with this Requirement.
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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