Officium Private Wealth Ltd
Reference number: 951306
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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.
Responsible principal firm
ValidPath Limited Reference number: 197107 View 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.
- Officium Private Wealth Ltd (FRN 951306) is an AR of ValidPath Limited (FRN 197107). When you use Officium Private Wealth's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Officium Private Wealth, 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.
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Verified website
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Verified phone number
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Verified address
11 North Court, The Courtyard, Bradley Stoke, Bristol, South Gloucestershire, BS32 4NQ, United Kingdom
- OPW Chartered Financial Planners
Company details
From the company's Companies House record.
- Company number
- 13324577
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 9 April 2021 (5 years old)
- Registered office
- 11 North Court The Courtyard, Bradley Stoke, Bristol, BS32 4NQ, England
- Nature of business
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- Financial management (SIC 70221)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Damien John Hopkins | Director | Dec 1983 | 9 Apr 2021 |
| David Colwyn Parry | Director | Nov 1974 | 9 Apr 2021 |
| Victoria Jane Passmore | Director | Apr 1976 | 9 Apr 2021 |
| David Colwyn Parry | Secretary | Not published | 9 Apr 2021 |
Activities and protection
What they can do, and how you are protected
- Protection through the principal firmProtection works through ValidPath Limited, 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.
- Fidelis Private Wealth Ltd
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Common questions