Aptus Wealth Limited

Reference number: 630120

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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 aptuswealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01403 732534 is
  • Who else gives the postcode RH13 9EN
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Other names (3)

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

  • Aptus Wealth Chartered Financial Planners Trading name
  • Aptus Care Former trading name
  • Aptus Invest Former trading 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 (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

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
08165763
Company status
Active
Company type
Private limited company
Incorporated
2 August 2012 (14 years old)
Registered office
2 Woodfield, Southwater, Horsham, West Sussex, RH13 9EN, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Alan Gerald Kitchener Director Aug 1965 5 Jun 2014 5 other companies

Other companies run by its director

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 companies
5
closed down
4
still active
1

In the full report: all 5 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Abridged accountsNot audited

Net assets

£43.2k

−16% from £51.3k

Employees (average)

2

Same as 2

Owed within a year

£35.4k

−8.1% from £38.6k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 08165763. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

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

Key events (6) All events (18)

2016

3 May 2016

  • Paula Alison Kitchener became a part-owner (25–50% of shares)

Companies House

6 April 2016

  • Alan Gerald Kitchener took control (25–50% of shares)

Companies House

2014

1 December 2014

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

5 June 2014

  • Board replaced: its only director left and a new director took over

Companies House

2012

2 August 2012

  • Incorporated at Companies House

Companies House

In the full report: all 18 events

  • All 18 events in its history (6 shown here)
  • Every director appointment and resignation: 5
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Firms like Aptus Wealth

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

In Horsham

Best Practice IFA Group LimitedHorshamAuthorisedBob Barnett LimitedHorshamAuthorisedEvolution Wealth Network LimitedHorshamAuthorisedMagus Private Wealth LimitedHorshamAuthorisedNorth Laine Financial Management LtdHorshamAuthorisedPower RobbinsHorshamAuthorised

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 Aptus Wealth

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

  • 5 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 18 events in its history

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Frequently asked questions about this firm

Is Aptus Wealth Limited FCA authorised?
Yes, Aptus Wealth Limited (FRN 630120) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2014 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Aptus Wealth’s phone number and website?
The FCA register lists the phone number 01403 732534 and the website aptuswealth.co.uk for Aptus Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is Aptus Wealth a scam or clone?
Aptus Wealth 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 Aptus Wealth?
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 Aptus Wealth to the Financial Ombudsman Service, free of charge.
Who owns Aptus Wealth?
Companies House lists 2 people with significant control of Aptus Wealth: Mr Alan Gerald Kitchener (25–50% of shares) and Mrs Paula Alison Kitchener (25–50% of shares).
Who runs Aptus Wealth?
Companies House lists one director of Aptus Wealth: Alan Gerald Kitchener.
How long has Aptus Wealth been in business?
The company was formed on 2 August 2012, and has held its current FCA authorisation since December 2014.
What do Aptus Wealth’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £43.2k (−16% from £51.3k).
Does Aptus Wealth use any other names?
It trades as Aptus Wealth Chartered Financial Planners. It has previously used 2 other names: Aptus Care and Aptus Invest.

Sources and links

The full report on Aptus Wealth Limited

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