Wealth At Work Limited

Reference number: 417367

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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.

Also trades as
  • my wealth
  • my wealth INVEST
  • my wealth private

Company details

From the company's Companies House record.

Company number
05225819
Company status
Active
Company type
Private limited company
Incorporated
8 September 2004 (21 years old)
Registered office
Third Floor, 5 St Paul's Square, Liverpool, L3 9SJ, United Kingdom
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Current directors and secretaries

Name Role Born Appointed
Jonathan Roy Watts Lay Director Jan 1966 4 Oct 2004
David Frederick Cassidy Director Jul 1955 4 Oct 2004
Mark Leonard Hutchinson Director Apr 1956 6 Aug 2009
Ian James Copelin Director Jul 1971 6 Aug 2009
Paul Eric Morton Director Feb 1969 6 Aug 2009
Stuart Murray Payne Director May 1974 22 Sep 2009
Alan Keith Whalley Director Feb 1956 6 Feb 2013
David Gagie Director Feb 1955 1 Nov 2025
Mark Leonard Hutchinson Secretary Not published 31 Jul 2009

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · 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 →

  • 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.
  • 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.
Show FCA detail (13 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
  • Arranging safeguarding and administration of assets
  • Causing dematerialised instructions to be sent
  • Credit Broking
  • Dealing in investments as agent
  • Dealing in investments as principal
  • Establishing/operating/winding up a personal pension scheme
  • Making arrangements with a view to transactions in investments
  • Managing investments
  • Sending dematerialised instructions

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

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.

  • JPMorgan Invest (UK) 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
  • Life Academy

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Common questions

Frequently asked questions

Is Wealth At Work Limited FCA authorised?
Yes, Wealth At Work Limited (FRN 417367) is authorised by the FCA to carry out regulated activities.
Is my money safe with Wealth At Work?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Wealth At Work to the Financial Ombudsman Service, free of charge.
Is Wealth At Work a scam or clone?
Wealth At Work 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 At Work's Firm Reference Number (FRN)?
Wealth At Work's FRN is 417367. You can verify it on the FCA register.