Vertis Private Wealth Management Limited

Reference number: 576184

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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.

  • Verified website

    vpwm.co.uk

  • Verified phone number

    01562 751010

  • Verified address

    Vertis Private Wealth Management Ltd, Campion House, Green Street, Kidderminster, Worcestershire, DY10 1JL, United Kingdom

Company details

From the company's Companies House record.

Company number
07934669
Company status
Active
Company type
Private limited company
Incorporated
3 February 2012 (14 years old)
Registered office
Campion House, Green Street, Kidderminster, Worcestershire, DY10 1JL
Nature of business
  • Fund management activities (SIC 66300)

Current directors and secretaries

Name Role Born Appointed
Mitchell Neale Director Jun 1962 3 Feb 2012

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 →

  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
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  • 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
  • Debt-counselling
  • 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

Action taken against them

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.

  • Mitchell Neale Investment Services Limited

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Common questions

Frequently asked questions

Is Vertis Private Wealth Management Limited FCA authorised?
Yes, Vertis Private Wealth Management Limited (FRN 576184) is authorised by the FCA to carry out regulated activities.
Is my money safe with Vertis Private Wealth Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Vertis Private Wealth Management to the Financial Ombudsman Service, free of charge.
Is Vertis Private Wealth Management a scam or clone?
Vertis Private 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 Vertis Private Wealth Management's Firm Reference Number (FRN)?
Vertis Private Wealth Management's FRN is 576184. You can verify it on the FCA register.