Neptune Wealth Management Limited

Reference number: 1038022

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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
  • MCPW Financial Planning
  • Mortgage Xperts

Company details

From the company's Companies House record.

Company number
14736704
Company status
Active
Company type
Private limited company
Incorporated
17 March 2023 (3 years old)
Registered office
C/O Adams Accountants Llp 2 Millers Bridge, Bootle, Liverpool, Merseyside, L20 8LH, United Kingdom
Nature of business
  • Activities of financial services holding companies (SIC 64205)
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Blaise Peter Davies Director Jul 1965 17 Mar 2023

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.

    Check your FSCS cover →

Show FCA detail (4 permissions)
  • 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
  • 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 Neptune Wealth Management Limited FCA authorised?
Yes, Neptune Wealth Management Limited (FRN 1038022) is authorised by the FCA to carry out regulated activities.
Is my money safe with Neptune Wealth Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Neptune Wealth Management to the Financial Ombudsman Service, free of charge.
Is Neptune Wealth Management a scam or clone?
Neptune 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 Neptune Wealth Management's Firm Reference Number (FRN)?
Neptune Wealth Management's FRN is 1038022. You can verify it on the FCA register.