The Wealth Management Group LLP

Reference number: 467903

Instant download

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
  • WMG
  • WMG Mortgages

Company details

From the company's Companies House record.

Company number
OC327376
Company status
Active
Company type
Limited liability partnership
Incorporated
3 April 2007 (19 years old)
Registered office
1 Parkview Court, St. Pauls Road, Shipley, BD18 3DZ, England

Current directors and secretaries

Name Role Born Appointed
Wendy Helen Woodward LLP designated member Nov 1965 3 Apr 2007
BAVINTON FINANCIAL LIMITED Corporate LLP designated member Not published 3 Apr 2007

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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.

Check your FSCS cover →

Show FCA detail (9 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Making arrangements with a view to regulated mortgage contracts
  • 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.

Names it no longer trades under

This firm has retired 7 trading names. 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 names
  • AutoEnroll.Me
  • Float
  • LowerMyCharges
  • Lower My Charges.com
  • Money Concierge
  • MoneyWell
  • VirtualAdvice.Me

Download this page as a PDF report

£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.

Instant download

Common questions

Frequently asked questions

Is The Wealth Management Group LLP FCA authorised?
Yes, The Wealth Management Group LLP (FRN 467903) is authorised by the FCA to carry out regulated activities.
Is my money safe with The Wealth Management Group?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about The Wealth Management Group to the Financial Ombudsman Service, free of charge.
Is The Wealth Management Group a scam or clone?
The Wealth Management Group 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 The Wealth Management Group's Firm Reference Number (FRN)?
The Wealth Management Group's FRN is 467903. You can verify it on the FCA register.