Portfolio Wealth Advice Limited

Reference number: 722685

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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
09763873
Company status
Active
Company type
Private limited company
Incorporated
5 September 2015 (10 years old)
Registered office
163 Herne Hill, London, SE24 9LR, England
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Current directors and secretaries

Name Role Born Appointed
Mark Christopher Holman Director Oct 1978 5 Sep 2015
Catherine Holman Secretary Not published 23 Jun 2022

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 (5 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
  • 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 Portfolio Wealth Advice Limited FCA authorised?
Yes, Portfolio Wealth Advice Limited (FRN 722685) is authorised by the FCA to carry out regulated activities.
Is my money safe with Portfolio Wealth Advice?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Portfolio Wealth Advice to the Financial Ombudsman Service, free of charge.
Is Portfolio Wealth Advice a scam or clone?
Portfolio Wealth Advice 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 Portfolio Wealth Advice's Firm Reference Number (FRN)?
Portfolio Wealth Advice's FRN is 722685. You can verify it on the FCA register.