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.
-
Verified website
-
Verified phone number
-
Verified address
2 Windsor Close, Poynton, Stockport, Cheshire, SK12 1JL, United Kingdom
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 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
-
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