Wealth and Tax Management Limited

Reference number: 189461

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.

Company details

From the company's Companies House record.

Company number
02020674
Company status
Active
Company type
Private limited company
Incorporated
19 May 1986 (40 years old)
Registered office
Walsingham House, 35 Seething Lane, London, EC3N 4AH, United Kingdom
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Current directors and secretaries

Name Role Born Appointed
Dominic John Wynyard Rose Director Nov 1984 2 Apr 2026
Daniel James Cowland Director Feb 1974 2 Apr 2026
Morven Sara Grierson Director Jan 1977 2 Apr 2026
VENTHAMS TRUSTEES LIMITED Corporate secretary Not published 16 Apr 2026

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.

  • Byrne Williams Limited

Names it no longer trades under

This firm has retired 3 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
  • Byrne Williams
  • Wealth and Tax Management Chartered Financial Planners
  • Wealth and Tax Management Independent Financial Planners

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 Wealth and Tax Management Limited FCA authorised?
Yes, Wealth and Tax Management Limited (FRN 189461) is authorised by the FCA to carry out regulated activities.
Is my money safe with Wealth and Tax Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Wealth and Tax Management to the Financial Ombudsman Service, free of charge.
Is Wealth and Tax Management a scam or clone?
Wealth and Tax 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 Wealth and Tax Management's Firm Reference Number (FRN)?
Wealth and Tax Management's FRN is 189461. You can verify it on the FCA register.