Morningstar Wealth Retirement Services Limited

Reference number: 462660

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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.

Company details

From the company's Companies House record.

Company number
03121034
Company status
Active
Company type
Private limited company
Incorporated
1 November 1995 (30 years old)
Registered office
1 Oliver's Yard, 55-71 City Road, London, EC1Y 1HQ, England
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Current directors and secretaries

Name Role Born Appointed
Mark Francis Sanderson Director Jul 1982 1 Nov 2016
LDC NOMINEE SECRETARY LIMITED Corporate secretary Not published 9 Feb 2024

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • 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.

    Check your FSCS cover →

Show FCA detail (4 permissions)
  • Arranging (bringing about) deals in investments
  • Dealing in investments as principal
  • Establishing/operating/winding up a personal pension scheme
  • Making arrangements with a view to transactions in 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.

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.

  • PRAEMIUM RETIREMENT SERVICES LIMITED
  • Wensley Mackay Limited

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Common questions

Frequently asked questions

Is Morningstar Wealth Retirement Services Limited FCA authorised?
Yes, Morningstar Wealth Retirement Services Limited (FRN 462660) is authorised by the FCA to carry out regulated activities.
Is my money safe with Morningstar Wealth Retirement Services?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Morningstar Wealth Retirement Services to the Financial Ombudsman Service, free of charge.
Is Morningstar Wealth Retirement Services a scam or clone?
Morningstar Wealth Retirement Services 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 Morningstar Wealth Retirement Services's Firm Reference Number (FRN)?
Morningstar Wealth Retirement Services's FRN is 462660. You can verify it on the FCA register.