Ascend Wealth Management Ltd

Reference number: 948018

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Authorised by the FCA

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

This company holds another FCA record

A company can hold several FCA records, covering different parts of its business, and each one carries its own permissions and protection. The reference number you were given decides which record applies to you.

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 ascendwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 3096 8934 is
  • Who else gives the postcode E1W 1UN
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Other names (1)

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

  • Ascend Wealth Trading name: A name it trades under now.

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.
  • 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.
  • 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 (6 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
  • Debt-counselling
  • Making arrangements with a view to transactions in investments
  • Providing Credit Information Services

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 status
Active
Company type
Private limited company
Incorporated
18 August 2020 (6 years old)
Registered office
Acre House, 11/15 William Road, London, NW1 3ER, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Aaron Peter Eriskin Director Apr 1980 10 Mar 2021 4 other companies
Lee Christopher Warman Director Aug 1971 10 Mar 2021 1 other company

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 companies
5
closed down
4
is FCA-registered
1

In the full report: all 5 companies, 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
  • The one on the FCA register
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 August 2025Full accountsNot audited

Total equity

£95.4k

+143% from £39.3k

Cash at bank

£175k

+73% from £101k

Owed within a year

£82.6k

+30% from £63.5k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2021 to 2025
  • 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.

Accounts filed at Companies House for company 12821526. 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

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

2021

18 October 2021

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

FCA register

10 March 2021

  • Aaron Peter Eriskin became a part-owner (25–50% of shares)
  • Angela Bakhshow Eriskin stopped being a part-owner
  • Dearbhla Kelly stopped being a part-owner
  • Lee Christopher Warman became a part-owner (25–50% of shares)

Companies House

2020

18 August 2020

  • Incorporated at Companies House
  • Angela Bakhshow Eriskin became a part-owner (25–50% of shares)
  • Dearbhla Kelly became a part-owner (25–50% of shares)

Companies House

In the full report: all 18 events

  • All 18 events in its history (9 shown here)
  • Every director appointment and resignation: 6
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Firms connected to Ascend Wealth Management

Other FCA-listed firms that share a director, phone number or address with Ascend Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
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Firms like Ascend Wealth Management

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

In London

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 Ascend Wealth Management

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
  • 5 years of accounts, charted
  • All 18 events in its history

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Frequently asked questions about this firm

Is Ascend Wealth Management Ltd FCA authorised?
Yes, Ascend Wealth Management Ltd (FRN 948018) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2021 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Ascend Wealth Management’s phone number and website?
The FCA register lists the phone number 020 3096 8934 and the website ascendwealth.co.uk for Ascend Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Ascend Wealth Management a scam or clone?
Ascend 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 Ascend 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 Ascend Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Ascend Wealth Management?
Companies House lists 2 people with significant control of Ascend Wealth Management: Mr Lee Christopher Warman (25–50% of shares) and Mr Aaron Peter Eriskin (25–50% of shares). Before that, it was controlled by Mrs Angela Bakhshow Eriskin and Mrs Dearbhla Kelly.
Who runs Ascend Wealth Management?
Companies House lists 2 directors of Ascend Wealth Management: Aaron Peter Eriskin and Lee Christopher Warman.
How long has Ascend Wealth Management been in business?
The company was formed on 18 August 2020, and has held its current FCA authorisation since October 2021.
What do Ascend Wealth Management’s latest accounts show?
Its latest accounts, to 31 August 2025, show total equity of £95.4k (+143% from £39.3k) and cash at bank of £175k (+73% from £101k).
Does Ascend Wealth Management use any other names?
It trades as Ascend Wealth.

Sources and links

The full report on Ascend Wealth Management Ltd

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