Asquire Wealth Management Limited

Reference number: 671841

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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 asquirewealth.com first appeared online, and whether it can receive email
  • What kind of line 0800 012 9016 is
  • Who else gives the postcode TW9 2SX
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Other names (2)

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

  • First Choice Wealth Management Trading name
  • First Choice Wealth 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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (15 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt Adjusting
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • 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
08621025
Company status
Active
Company type
Private limited company
Incorporated
23 July 2013 (13 years old)
Registered office
Rosedale Studios, Rosedale Road, Richmond, Surrey, TW9 2SX, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Yateev Valand Director Apr 1987 12 Jul 2017 6 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
6
closed down
2
is FCA-registered
1

In the full report: all 6 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
  • The one on the FCA register
  • All 5 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Abridged accountsNot audited

Net assets

£784k

+8.9% from £720k

Cash at bank

£106k

+57% from £67.2k

Employees (average)

8

+60% from 5

Owed within a year

£468k

−10% from £520k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 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 08621025. 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

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

Key events (19) All events (37)

2023

1 July 2023

  • Utpal Chatterjee stopped being a part-owner

Companies House

14 March 2023

  • Awi Services Ltd took control (75–100% of shares)

Companies House

2020

10 July 2020

  • Sachin Dileep Pattni became a part-owner (25–50% of shares)
  • Sachin Dileep Pattni stopped being a part-owner
  • Yateev Valand became a part-owner (25–50% of shares)
  • Yateev Valand stopped being a part-owner

Companies House

2019

20 December 2019

  • Jignesh Patel stopped being a part-owner
  • Sachin Dileep Pattni stopped being a part-owner
  • Utpal Chatterjee became a part-owner (25–50% of shares)
  • Yateev Valand stopped being a part-owner

Companies House

19 December 2019

  • Jignesh Patel became a part-owner (25–50% of shares)
  • Sachin Dileep Pattni became a part-owner (25–50% of shares)
  • Utpal Chatterjee stopped being the majority owner
  • Yateev Valand became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • Utpal Chatterjee became the majority owner (50–75% of shares)

Companies House

2015

9 June 2015

  • Regulated by the FCA from this date

FCA register

1 June 2015

  • Became authorised by the FCA

FCA register

2014

20 October 2014

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

Companies House

2013

23 July 2013

  • Incorporated at Companies House

Companies House

In the full report: all 37 events

  • All 37 events in its history (19 shown here)
  • Every director appointment and resignation: 13
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Firms connected to Asquire Wealth Management

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

connected firms
3
share a director
1
share its postcode
2

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (1), the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Asquire Wealth Management

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

In Richmond

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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 Asquire Wealth Management

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

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 37 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Asquire Wealth Management Limited FCA authorised?
Yes, Asquire Wealth Management Limited (FRN 671841) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2015 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Asquire Wealth Management’s phone number and website?
The FCA register lists the phone number 0800 012 9016 and the website asquirewealth.com for Asquire Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Asquire Wealth Management a scam or clone?
Asquire 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 Asquire 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 Asquire Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Asquire Wealth Management?
Asquire Wealth Management is owned by Awi Services Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 14 March 2023. Before that, it was controlled by Mr Sachin Dileep Pattni, Mr Yateev Valand and Mr Jignesh Patel.
Who runs Asquire Wealth Management?
Companies House lists one director of Asquire Wealth Management: Yateev Valand.
How long has Asquire Wealth Management been in business?
The company was formed on 23 July 2013, and has held its current FCA authorisation since June 2015.
What do Asquire Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £784k (+8.9% from £720k) and cash at bank of £106k (+57% from £67.2k).
Does Asquire Wealth Management use any other names?
It trades as First Choice Wealth Management. It has previously used the name First Choice Wealth.

Sources and links

The full report on Asquire Wealth Management Limited

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