GRESHAM WEALTH MANAGEMENT (FS) LIMITED

Reference number: 621596

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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
08924444
Company status
Active
Company type
Private limited company
Incorporated
5 March 2014 (12 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Morven Elizabeth Millar Director Dec 1970 5 Mar 2014
Jonathan James Young Director Nov 1966 5 Mar 2014
Emma Young Secretary Not published 1 Apr 2017
Elizabeth White Millar Secretary Not published 1 May 2021

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 →

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

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

Action taken against them

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Common questions

Frequently asked questions

Is GRESHAM WEALTH MANAGEMENT (FS) LIMITED FCA authorised?
Yes, GRESHAM WEALTH MANAGEMENT (FS) LIMITED (FRN 621596) is authorised by the FCA to carry out regulated activities.
Is my money safe with GRESHAM WEALTH MANAGEMENT (FS)?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about GRESHAM WEALTH MANAGEMENT (FS) to the Financial Ombudsman Service, free of charge.
Is GRESHAM WEALTH MANAGEMENT (FS) a scam or clone?
GRESHAM WEALTH MANAGEMENT (FS) 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 GRESHAM WEALTH MANAGEMENT (FS)'s Firm Reference Number (FRN)?
GRESHAM WEALTH MANAGEMENT (FS)'s FRN is 621596. You can verify it on the FCA register.