Alto Integra Wealth Management Limited

Reference number: 1047127

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Quilter Financial Services Limited Reference number: 440703 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Alto Integra Wealth Management Limited (FRN 1047127) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Alto Integra Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Alto Integra Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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.

  • No website on the FCA register

  • Phone number

    07834 499727

  • Address

    The Croftons 4, Kents Oak, Awbridge, Romsey, Hampshire, SO51 0HH, United Kingdom

In the full report: 2 background checks

  • What kind of line 07834 499727 is
  • Who else gives the postcode SO51 0HH
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Financial Services Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
16565058
Company status
Active
Company type
Private limited company
Incorporated
7 July 2025 (1 year old)
Registered office
4 The Croftons Kents Oak, Awbridge, Romsey, SO51 0HH, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Ryan Marc Perkins Director May 1986 7 Jul 2025 1 other company
Matthew Willee Director Sep 1998 7 Jul 2025 None

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Key dates in its history

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

2026

19 January 2026

  • Became an appointed representative

FCA register

2025

7 July 2025

  • Incorporated at Companies House
  • Matthew Willee became a part-owner (25–50% of shares)
  • Ryan Marc Perkins became the majority owner (50–75% of shares)
  • Matthew Willee appointed as a director
  • Ryan Marc Perkins appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Alto Integra Wealth Management

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

In Romsey

Broadlands Wealth LimitedRomseyAppointed representativeNew Forest Wealth Management LimitedRomseyAppointed representativeHeritage Will Writing LimitedRomseyAppointed representativeVoyage Financial Planning LimitedRomseyAppointed representativeFleming Court Financial Services LLPRomseyAuthorisedGrosvenor Birch LimitedRomseyAuthorised

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 Alto Integra Wealth Management

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

  • 1 other company its directors have run, named
  • 2 background checks on its contact details
  • All 6 events in its history

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Frequently asked questions about this firm

Is Alto Integra Wealth Management Limited FCA authorised?
Alto Integra Wealth Management Limited (FRN 1047127) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Alto Integra Wealth Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Alto Integra Wealth Management Limited (FRN 1047127) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Alto Integra Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Alto Integra Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Alto Integra Wealth Management’s phone number?
The FCA register lists the phone number 07834 499727 for Alto Integra Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Alto Integra Wealth Management a scam or clone?
Alto Integra 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 Alto Integra Wealth Management?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Alto Integra Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Alto Integra Wealth Management?
Companies House lists 2 people with significant control of Alto Integra Wealth Management: Mr Ryan Marc Perkins (50–75% of shares) and Mr Matthew Willee (25–50% of shares).
Who runs Alto Integra Wealth Management?
Companies House lists 2 directors of Alto Integra Wealth Management: Ryan Marc Perkins and Matthew Willee.
How long has Alto Integra Wealth Management been in business?
The company was formed on 7 July 2025.

Sources and links

The full report on Alto Integra Wealth Management Limited

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