Strategic Wealth Management Limited

Reference number: 137472

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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
02205890
Company status
Active
Company type
Private limited company
Incorporated
16 December 1987 (38 years old)
Registered office
Lindeyer Francis Ferguson, North House 198 High Street, Tonbridge, Kent, TN9 1BE
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Steven Robert Hotham Director Sep 1969 16 Nov 2009
Laura Alexandra Marsh Secretary Not published 4 Dec 2019

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 (5 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
  • Assisting in the administration and performance of a contract of insurance
  • 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.

Previously registered as

The FCA register holds 3 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Marsh Asset Management Limited
  • Marsh Investment Management Limited
  • Strategic Asset Management Plc

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Common questions

Frequently asked questions

Is Strategic Wealth Management Limited FCA authorised?
Yes, Strategic Wealth Management Limited (FRN 137472) is authorised by the FCA to carry out regulated activities.
Is my money safe with Strategic Wealth Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Strategic Wealth Management to the Financial Ombudsman Service, free of charge.
Is Strategic Wealth Management a scam or clone?
Strategic 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 Strategic Wealth Management's Firm Reference Number (FRN)?
Strategic Wealth Management's FRN is 137472. You can verify it on the FCA register.