Murray Round Wealth Management Limited

Reference number: 194133

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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
  • The Wealth Coach
  • Treowe Wealth Advisers

Company details

From the company's Companies House record.

Company number
04010289
Company status
Active
Company type
Private limited company
Incorporated
8 June 2000 (26 years old)
Registered office
2 Claremont Bank, Shrewsbury, Salop, SY1 1RW
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)
  • Fund management activities (SIC 66300)

Current directors and secretaries

Name Role Born Appointed
Nicholas Donald Round Director Jun 1957 15 Aug 2000
Daniel George Round Director Oct 1982 26 Feb 2024
Nicholas Donald Round Secretary Not published 15 Nov 2007

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • 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.
  • 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.

Check your FSCS cover →

Show FCA detail (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments

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 Murray Round Wealth Management Limited FCA authorised?
Yes, Murray Round Wealth Management Limited (FRN 194133) is authorised by the FCA to carry out regulated activities.
Is my money safe with Murray Round Wealth Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Murray Round Wealth Management to the Financial Ombudsman Service, free of charge.
Is Murray Round Wealth Management a scam or clone?
Murray Round 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 Murray Round Wealth Management's Firm Reference Number (FRN)?
Murray Round Wealth Management's FRN is 194133. You can verify it on the FCA register.