Independent Wealth Management Consultants Ltd

Reference number: 138903

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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
01102335
Company status
Active
Company type
Private limited company
Incorporated
19 March 1973 (53 years old)
Registered office
27 Grove Street, Retford, Nottinghamshire, DN22 6JP, England
Nature of business
  • Life insurance (SIC 65110)

Current directors and secretaries

Name Role Born Appointed
Kerry Jane Ann Lee Director Oct 1967 17 May 2007
Yvonne Marie Cooper Director May 1964 21 Jul 2010
Donna Webster Secretary Not published 1 Jan 2013

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.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (11 permissions)
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • 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 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • B Independent (Life & Pensions Consultants) Limited
  • H Billington (Life & Pensions Consultants) 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
  • H Billington (Insurances) Limited - General Insurance

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Common questions

Frequently asked questions

Is Independent Wealth Management Consultants Ltd FCA authorised?
Yes, Independent Wealth Management Consultants Ltd (FRN 138903) is authorised by the FCA to carry out regulated activities.
Is my money safe with Independent Wealth Management Consultants?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Independent Wealth Management Consultants to the Financial Ombudsman Service, free of charge.
Is Independent Wealth Management Consultants a scam or clone?
Independent Wealth Management Consultants 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 Independent Wealth Management Consultants's Firm Reference Number (FRN)?
Independent Wealth Management Consultants's FRN is 138903. You can verify it on the FCA register.