Wealthfusion Limited

Reference number: 914259

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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
12079392
Company status
Active
Company type
Private limited company
Incorporated
2 July 2019 (7 years old)
Registered office
Suite 328, 3rd Floor, 2 Portman Street, London, W1H 6DU, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Management consultancy activities other than financial management (SIC 70229)

Current directors and secretaries

Name Role Born Appointed
Udit Pal Garg Director Sep 1973 2 Jul 2019
Rajesh Kumar Jogi Director Mar 1968 1 Jul 2021
Jane Clare Grier Director Jan 1964 1 Jan 2024
Amit Puri Director Nov 1979 14 May 2026

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.
  • 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.
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  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

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.

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Common questions

Frequently asked questions

Is Wealthfusion Limited FCA authorised?
Yes, Wealthfusion Limited (FRN 914259) is authorised by the FCA to carry out regulated activities.
Is my money safe with Wealthfusion?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Wealthfusion to the Financial Ombudsman Service, free of charge.
Is Wealthfusion a scam or clone?
Wealthfusion 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 Wealthfusion's Firm Reference Number (FRN)?
Wealthfusion's FRN is 914259. You can verify it on the FCA register.