Wealthwise Corporate Financial Management Ltd

Reference number: 516797

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.

Concerns on the company record

  • Accounts are overdue at Companies House.
Company number
05199159
Company status
Active
Company type
Private limited company
Incorporated
6 August 2004 (22 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Life insurance (SIC 65110)
  • Non-life insurance (SIC 65120)
  • Pension funding (SIC 65300)

Current directors and secretaries

Name Role Born Appointed
Andrew Roy Ditchfield Director Dec 1958 12 Aug 2004
Lynne Hazel Ditchfield Director Jun 1958 20 Aug 2012
Lynne Ditchfield Secretary Not published 13 Sep 2005

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

Limits on what they may do

  • Firm to cease advising on DB pension transfers
    Requirement 1 (restriction on regulated activities) 1. The Firm must immediately cease: a) advising on conversion or transfer of pension benefits; b) completing pipeline business in relation to the conversion or transfer of pension benefits; and/or c) providing confirmation that appropriate independent advice has been provided for the purpose of section 48 of the Pension Schemes Act 2015. Effective date 2. The Requirement in this application is to take immediate effect on its acceptance by the FCA and notification of such to the Firm by email. 3. The Requirement will stay in effect until the FCA is satisfied that it can be lifted and the firm is notified of that in writing by the FCA. Definitions and interpretation 4. In this application: a) terms have the same meaning as in the FCA Handbook, unless otherwise stated; b) “pipeline business” includes any business currently being processed where the transfer or conversion has not been completed, for example it has not yet been submitted to the trustees of the ceding arrangement and/or to the provider of the proposed arrangement.

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.

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 Wealthwise Corporate Financial Management Ltd FCA authorised?
Yes, Wealthwise Corporate Financial Management Ltd (FRN 516797) is authorised by the FCA to carry out regulated activities.
Is my money safe with Wealthwise Corporate Financial Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Wealthwise Corporate Financial Management to the Financial Ombudsman Service, free of charge.
Is Wealthwise Corporate Financial Management a scam or clone?
Wealthwise Corporate Financial 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 Wealthwise Corporate Financial Management's Firm Reference Number (FRN)?
Wealthwise Corporate Financial Management's FRN is 516797. You can verify it on the FCA register.