Aspen Wealth Management LLP

Reference number: 843370

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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 aspenwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 01983 810230 is
  • Who else gives the postcode PO33 2AD
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Other names (1)

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

  • The Pension Advice Centre 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

Companies House record

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

Company number
OC427188
Company status
Active
Company type
Limited liability partnership
Incorporated
3 May 2019 (7 years old)
Registered office
Pension Advice Centre, 18 Cross Street, Ryde, Isle Of Wight, PO33 2AD, England

Directors and company secretaries

Name Role Born Appointed Other companies
Paul Wade LLP designated member Nov 1964 3 May 2019 None
Roxanne Emily Wade LLP designated member Aug 1992 3 May 2019 None
Ryan Nordell LLP member Jun 1983 3 May 2019 None
Jevan John Wade LLP member Oct 1996 3 May 2019 None
Joanna Wade LLP member Nov 1971 3 May 2019 None

In the full report: every company its directors have run

  • Confirmation that these 5 directors run no other company
  • All 6 people who have been directors, with their dates
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Filed accounts and finances

Year to 5 April 2025Small company accountsNot audited

Net assets

£1.05m

+20% from £876k

Cash at bank

£50.1k

No earlier figure to compare

Employees (average)

0

Same as 0

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.

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

Accounts filed at Companies House for company OC427188. 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

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

Key events (5) All events (15)

2020

25 February 2020

  • Regulated by the FCA from this date
  • FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
  • Became authorised by the FCA

FCA register

2019

3 May 2019

  • Incorporated at Companies House
  • Paul Wade took control (75–100% of shares)

Companies House

In the full report: all 15 events

  • All 15 events in its history (5 shown here)
  • Every director appointment and resignation: 7
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Firms like Aspen Wealth Management

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

In Ryde

Echo Financial Planning LLPRydeAuthorisedThinking Finance UK LimitedRydeAuthorisedHarrison Black Investment Services LimitedRydeAppointed representativeThe Clear Advice Group LtdRydeAppointed representativePhil Hughes Financial Services LtdRydeAuthorised

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 Aspen Wealth Management

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 15 events in its history

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Frequently asked questions about this firm

Is Aspen Wealth Management LLP FCA authorised?
Yes, Aspen Wealth Management LLP (FRN 843370) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since February 2020 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Aspen Wealth Management’s phone number and website?
The FCA register lists the phone number 01983 810230 and the website aspenwm.co.uk for Aspen Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Aspen Wealth Management a scam or clone?
Aspen 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 Aspen 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 Aspen Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Aspen Wealth Management?
Companies House lists one person with significant control of Aspen Wealth Management: Mr Paul Wade (75–100% of votes).
Who runs Aspen Wealth Management?
Companies House lists 5 directors of Aspen Wealth Management: Paul Wade, Roxanne Emily Wade, Ryan Nordell, Jevan John Wade and Joanna Wade.
How long has Aspen Wealth Management been in business?
The company was formed on 3 May 2019, and has held its current FCA authorisation since February 2020.
What do Aspen Wealth Management’s latest accounts show?
Its latest accounts, to 5 April 2025, show net assets of £1.05m (+20% from £876k) and cash at bank of £50.1k (no earlier figure to compare).
Does Aspen Wealth Management use any other names?
It trades as The Pension Advice Centre.

Sources and links

The full report on Aspen Wealth Management LLP

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