Whitings Wealth Management Limited

Reference number: 435190

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
03146257
Company status
Active
Company type
Private limited company
Incorporated
15 January 1996 (30 years old)
Registered office
Greenwood House, Greenwood Court, Bury St Edmunds, Suffolk, IP32 7GY
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
David Daniel Salmon Director Jan 1970 26 Feb 1998
Adrian James Mackenzie Director Apr 1969 12 Sep 2006
Christopher David Ridgeon Director Aug 1963 17 Dec 2009
Andrew Roy Band Director Sep 1971 27 Jun 2018
Paul Michael Jefferson Director Mar 1984 18 May 2022
Janet Samantha Frostick Secretary Not published 31 Mar 2011

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.
  • 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 (6 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
  • Debt-counselling
  • 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 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Whiting & Partners Financial Services Ltd
  • Whiting & Partners Wealth Management Limited

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 Whitings Wealth Management Limited FCA authorised?
Yes, Whitings Wealth Management Limited (FRN 435190) is authorised by the FCA to carry out regulated activities.
Is my money safe with Whitings Wealth Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Whitings Wealth Management to the Financial Ombudsman Service, free of charge.
Is Whitings Wealth Management a scam or clone?
Whitings Wealth 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 Whitings Wealth Management's Firm Reference Number (FRN)?
Whitings Wealth Management's FRN is 435190. You can verify it on the FCA register.