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.
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Verified website
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Verified phone number
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Verified address
Landmark, 2 Portman Street, London, Westminster, W1H 6DU, United Kingdom
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
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- 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 applyEligible 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 applyA 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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