LLOYDS WEALTH MANAGEMENT (ACD) LIMITED

Reference number: 834833

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.

Also trades as
  • Lloyds Wealth
  • Lloyds Wealth (ACD)

Company details

From the company's Companies House record.

Company number
11722973
Company status
Active
Company type
Private limited company
Incorporated
11 December 2018 (7 years old)
Registered office
25 Gresham Street, London, EC2V 7HN, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Dena Jane Brumpton Director Dec 1963 4 Oct 2019
Paul Robert Simpson Director Sep 1958 7 Oct 2022
Dominic Paul Sheridan Director Jan 1962 3 Apr 2023
Alan Goodman Director Jan 1975 15 Nov 2023
Gemma Claire Godfrey Director Sep 1983 1 Jul 2024
Jenna Nolan Director Nov 1984 13 Feb 2025
Richard James Lambert Director Aug 1976 10 Apr 2026
Krishna Venkata Raman Secretary Not published 24 Sep 2019

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 · Run or oversee funds 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 (2 permissions)
  • Managing an authorised AIF
  • Managing a UK UCITS

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.

  • Red Box ACD Limited
  • Scottish Widows Schroder Personal Wealth (ACD) Limited

Names it no longer trades under

This firm has retired 3 trading names. 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 names
  • Schroders Personal Wealth
  • Schroders Personal Wealth (ACD)
  • SPW

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 LLOYDS WEALTH MANAGEMENT (ACD) LIMITED FCA authorised?
Yes, LLOYDS WEALTH MANAGEMENT (ACD) LIMITED (FRN 834833) is authorised by the FCA to carry out regulated activities.
Is my money safe with LLOYDS WEALTH MANAGEMENT (ACD)?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about LLOYDS WEALTH MANAGEMENT (ACD) to the Financial Ombudsman Service, free of charge.
Is LLOYDS WEALTH MANAGEMENT (ACD) a scam or clone?
LLOYDS WEALTH MANAGEMENT (ACD) 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 LLOYDS WEALTH MANAGEMENT (ACD)'s Firm Reference Number (FRN)?
LLOYDS WEALTH MANAGEMENT (ACD)'s FRN is 834833. You can verify it on the FCA register.