Strategic Wealth Partners Limited

Reference number: 784088

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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
10817804
Company status
Active
Company type
Private limited company
Incorporated
14 June 2017 (9 years old)
Registered office
Station House Station Approach, East Horsley, Leatherhead, KT24 6QX, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Amyr Badim Rocha Lima Director Nov 1984 11 Sep 2023
Ian Robert Cooke Director Mar 1968 11 Sep 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 (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.

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.

  • Kingswood Financial Planning Limited

Names it no longer trades under

This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired name
  • Kingswood Financial

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Common questions

Frequently asked questions

Is Strategic Wealth Partners Limited FCA authorised?
Yes, Strategic Wealth Partners Limited (FRN 784088) is authorised by the FCA to carry out regulated activities.
Is my money safe with Strategic Wealth Partners?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Strategic Wealth Partners to the Financial Ombudsman Service, free of charge.
Is Strategic Wealth Partners a scam or clone?
Strategic Wealth Partners 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 Partners's Firm Reference Number (FRN)?
Strategic Wealth Partners's FRN is 784088. You can verify it on the FCA register.