Leading Edge Wealth Planning Ltd

Reference number: 972596

Instant download

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
13900195
Company status
Active
Company type
Private limited company
Incorporated
8 February 2022 (4 years old)
Registered office
C/O Alexander & Co Centurion House, 129 Deansgate, Manchester, M3 3WR, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Anthony Edmond Bruchez Director Aug 1982 8 Feb 2022
Colin James Murdock Director Jul 1975 6 Feb 2023

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.
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

  • VREQ effective 11 July 2022
    Under section 55 L (5)(a) of FSMA, the following requirements are to be imposed on the Firm’s Part IV Permission with immediate effect: 1. The Firm must inform the FCA immediately if it becomes aware that any current or former director or member of Pareto Financial Planning Limited has acquired shares in the Firm. 2. The Firm will not employ the services of any current or former director of Pareto Financial Planning Limited in any capacity (be that employee, director, consultant or through any agency or other relationship).

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.

Download this page as a PDF report

£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.

Instant download

Common questions

Frequently asked questions

Is Leading Edge Wealth Planning Ltd FCA authorised?
Yes, Leading Edge Wealth Planning Ltd (FRN 972596) is authorised by the FCA to carry out regulated activities.
Is my money safe with Leading Edge Wealth Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Leading Edge Wealth Planning to the Financial Ombudsman Service, free of charge.
Is Leading Edge Wealth Planning a scam or clone?
Leading Edge Wealth Planning 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 Leading Edge Wealth Planning's Firm Reference Number (FRN)?
Leading Edge Wealth Planning's FRN is 972596. You can verify it on the FCA register.