McKenzie Wealth Management Ltd

Reference number: 505484

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Appointed representative

This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.

The FCA register does not name a principal for this firm.

What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • McKenzie Wealth Management Ltd (FRN 505484) is listed as an appointed representative, but the register does not show its principal firm here. Find the principal on the FCA register before dealing with this firm.
  • Example: if you take financial advice from McKenzie Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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
  • Mckenzie & Co Financial Consultants

Company details

From the company's Companies House record.

Company number
07390091
Company status
Active
Company type
Private limited company
Incorporated
28 September 2010 (15 years old)
Registered office
187 Westlands Lane, Whitley, Melksham, SN12 7QQ, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Robert Edward Mckenzie Director Sep 1979 28 Sep 2010
Emily Janet Mckenzie Director Dec 1978 28 Sep 2010
Joanne Nicola Johnson Director Feb 1980 26 Mar 2020
Tristan Leo Johnson Director Aug 1977 26 Mar 2020
Jonathan Ian Atkinson Director Jun 1974 4 Jul 2023
Ellen Marie Atkinson Director Apr 1978 22 Sep 2023

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

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 one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Ed McKenzie

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Common questions

Frequently asked questions

Is McKenzie Wealth Management Ltd FCA authorised?
McKenzie Wealth Management Ltd (FRN 505484) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for McKenzie Wealth Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. McKenzie Wealth Management Ltd (FRN 505484) is listed as an appointed representative, but the register does not show its principal firm here. Find the principal on the FCA register before dealing with this firm. Example: if you take financial advice from McKenzie Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Is my money safe with McKenzie Wealth Management?
Protection works through the principal firm responsible for McKenzie Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is McKenzie Wealth Management a scam or clone?
McKenzie Wealth 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 McKenzie Wealth Management's Firm Reference Number (FRN)?
McKenzie Wealth Management's FRN is 505484. You can verify it on the FCA register.