WDS Wealth Management Ltd

Reference number: 112543

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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
03912406
Company status
Active
Company type
Private limited company
Incorporated
24 January 2000 (26 years old)
Registered office
1 Valley Court, Canal Road, Bradford, BD1 4SP, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Current directors and secretaries

Name Role Born Appointed
Neil Stephen Blann Director Sep 1971 1 Oct 2013
John Richard Hall Director Mar 1968 28 Feb 2020
Jack Hewitson Director Mar 1993 6 Jan 2025
Julie Anne Young Director Mar 1982 6 Jan 2025

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.
  • 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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Show FCA detail (8 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • 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
  • Credit Broking
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Must not establish etc. UCIS with DERIVATIVES
    The firm must not establish, operate or wind up an Unregulated Collective Investment Scheme in relation to DERIVATIVES
  • Only rights to/interests in permitted investments
    The firm may carry on a REGULATED ACTIVITY in relation to rights to or interests in investments only where those investments are themselves of a type permitted for that REGULATED ACTIVITY
  • Not to act as Broker Fund Adviser
    The firm must not operate as a BROKER FUND ADVISER
  • May hold/control client money if rebated commission
    The general requirement not to hold or control CLIENT MONEY does not apply if the CLIENT MONEY arises from an agreement under which commission is rebated to the client.
  • Regulated activities incidental only.
    The firm must not carry on the specified REGULATED ACTIVITIES otherwise than in an incidental manner in the course of the provision by it of professional services (that is, services which do not consist of REGULATED ACTIVITIES)

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.

  • David Newton & Co 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
  • davidnewton

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Common questions

Frequently asked questions

Is WDS Wealth Management Ltd FCA authorised?
Yes, WDS Wealth Management Ltd (FRN 112543) is authorised by the FCA to carry out regulated activities.
Is my money safe with WDS Wealth Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about WDS Wealth Management to the Financial Ombudsman Service, free of charge.
Is WDS Wealth Management a scam or clone?
WDS 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 WDS Wealth Management's Firm Reference Number (FRN)?
WDS Wealth Management's FRN is 112543. You can verify it on the FCA register.