Fortis Wealth Management Ltd

Reference number: 1025410

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No longer an appointed representative

This firm is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Registration ended 31 January 2025.

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.

  • No website on the FCA register

  • Last known phone number

    07775 554289

  • Last known address

    Maeve House, Pembroke Road, Woking, Surrey, GU22 7ED, United Kingdom

Company details

From the company's Companies House record.

Company number
16129055
Company status
Active
Company type
Private limited company
Incorporated
10 December 2024 (1 year old)
Registered office
Maeve House, Pembroke Road, Woking, GU22 7ED, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Nicolas John Pennells Director Aug 1978 10 Dec 2024

Activities and protection

What the record covers, and how you are protected

  • The record is closed
    Cover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.

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.

  • PennellsFinancialPlanning Limited

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
  • PFP

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Common questions

Frequently asked questions

Is Fortis Wealth Management Ltd FCA authorised?
No. Fortis Wealth Management Ltd (FRN 1025410) is still listed on the FCA register, but the record is closed: no longer an appointed representative.
Is my money safe with Fortis Wealth Management?
Money you handed over while it was authorised generally keeps its protection: FSCS covers firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading. New business with Fortis Wealth Management has no cover, because it is no longer permitted to carry it out.
Is Fortis Wealth Management a scam or clone?
Fortis Wealth Management is not currently authorised by the FCA. Be cautious and verify any firm on the FCA register before dealing with it.
What is Fortis Wealth Management's Firm Reference Number (FRN)?
Fortis Wealth Management's FRN is 1025410. You can verify it on the FCA register.