Access Wealth Management

Reference number: 150188

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

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.

In the full report: 3 background checks

  • When accesswm.co.uk first appeared online, and whether it can receive email
  • What kind of line 07764 680199 is
  • Who else gives the postcode NE46 4TU
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Other names (4)

If you were contacted under any of these names, it is this firm.

  • Clancy's Financial & Business Advisers Former name
  • Clancy's Financial Planning Former name
  • James A Clancy Independent Financial Adviser Former name
  • Life Cover For All LLP Former name

FCA permissions and consumer protection

  • 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.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Key dates in its history

Access Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (9) All events (13)

2024

15 March 2024

  • Changed its registered name from "Life Cover For All LLP"

FCA register

8 March 2024

  • Changed its registered name from "Access Wealth Management"

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

30 January 2009

  • Changed its registered name from "Clancy's Financial Planning"

FCA register

2002

10 September 2002

  • Changed its registered name from "Clancy's Financial & Business Advisers"

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1994

17 October 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1993

3 November 1993

  • Changed its registered name from "James A Clancy Independent Financial Adviser"

FCA register

In the full report: all 13 events

  • All 13 events in its history (9 shown here)
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Firms like Access Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Hexham

Lifeplan Financial Management LimitedHexhamAuthorisedMcLean Financial PlanningHexhamAuthorisedBespoke Financial Wellbeing LtdHexhamAppointed representativeLife Cover For All Limited Liability PartnershipHexhamAppointed representativeMark RedpathHexhamAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Access Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 3 background checks on its contact details
  • All 13 events in its history

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Frequently asked questions about this firm

Is Access Wealth Management FCA authorised?
Yes, Access Wealth Management (FRN 150188) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Access Wealth Management’s phone number and website?
The FCA register lists the phone number 07764 680199 and the website accesswm.co.uk for Access Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Access Wealth Management a scam or clone?
Access Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Access Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Access Wealth Management to the Financial Ombudsman Service, free of charge.
Does Access Wealth Management use any other names?
It has previously used 4 other names, including Clancy's Financial & Business Advisers, Clancy's Financial Planning and James A Clancy Independent Financial Adviser.

Sources and links

The full report on Access Wealth Management

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