LLOYDS WEALTH MANAGEMENT LIMITED
Reference number: 830170
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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.
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Verified website
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Verified phone number
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Verified address
25 Gresham Street, London, EC2V 7HN, United Kingdom
- Lloyds
- Lloyds Wealth
Company details
From the company's Companies House record.
- Company number
- 11722983
- 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
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- Financial management (SIC 70221)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Rupert Dickinson | Director | Aug 1973 | 22 Jun 2021 |
| Dena Jane Brumpton | Director | Dec 1963 | 28 Nov 2022 |
| Paul Gerard Mcnamara | Director | Sep 1966 | 2 Mar 2026 |
| Krishna Venkata Raman | Secretary | Not published | 24 Sep 2019 |
Warning
Scammers have impersonated this firm
Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.
Fake phone numbers (1)
- 020 8157 4955
Fake email addresses (2)
- name@spwfixedincome.com
- name@spwsavings.com
The FCA warning these came from
- Spw Fixed Income/Spw Savings 28 April 2023
Scammers change these details often. Always check the live FCA warning.
Activities and protection
What they can do, and how you are protected
- Hold or safeguard your money · 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.
- 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.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
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- 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
- Arranging safeguarding and administration of assets
- Credit Broking
- Dealing in investments as agent
- Debt Administration
- Debt-counselling
- Making arrangements with a view to transactions in investments
- Managing investments
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.
The clone warnings above are scammers using this firm's name, not something the firm has done.
Previously registered as
The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.
- Scottish Widows Schroder Personal Wealth 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
- Schroderspw
- SPW
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