Leo Alexander Wealth & Financial Management Limited

Reference number: 624042

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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.

Also trades as
  • Annuity Choice
  • LAWfm

Company details

From the company's Companies House record.

Company number
07232515
Company status
Active
Company type
Private limited company
Incorporated
22 April 2010 (16 years old)
Registered office
Unit 6 Acorn Business Park, Woodseats Close, Sheffield, S8 0TB
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Marcus Eric Lee Warburton Director Oct 1970 22 Apr 2010

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · 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.
  • 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.
  • Advise on or arrange mortgages 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.

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Show FCA detail (17 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • 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) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Arranging safeguarding and administration of assets
  • Credit Broking
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Managing investments
  • Providing basic advice on stakeholder products

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

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.

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Common questions

Frequently asked questions

Is Leo Alexander Wealth & Financial Management Limited FCA authorised?
Yes, Leo Alexander Wealth & Financial Management Limited (FRN 624042) is authorised by the FCA to carry out regulated activities.
Is my money safe with Leo Alexander Wealth & Financial Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Leo Alexander Wealth & Financial Management to the Financial Ombudsman Service, free of charge.
Is Leo Alexander Wealth & Financial Management a scam or clone?
Leo Alexander Wealth & Financial Management 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 Leo Alexander Wealth & Financial Management's Firm Reference Number (FRN)?
Leo Alexander Wealth & Financial Management's FRN is 624042. You can verify it on the FCA register.