Astute Private Wealth Limited

Reference number: 531465

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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, 1 thing worth a closer look

  • When astuteprivatewealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01244 660793 is, and the 2 other firms that give it
  • Who else gives the postcode CH5 3DT
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Other names (2)

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

  • Astute Private Wealth Ltd Former name
  • WTK Financial Services Ltd Former 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 (11 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • 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-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
07332110
Company status
Active
Company type
Private limited company
Incorporated
2 August 2010 (16 years old)
Registered office
2nd Floor Vista Building, St David's Park, Ewloe, Flintshire, CH5 3DT, United Kingdom
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
John Gary Lee Director Nov 1970 2 Aug 2010 11 other companies
Andrew John Neale Director Jul 1970 2 Aug 2010 9 other companies
Neil Terence Ransome Director Sep 1970 8 Dec 2010 7 other companies
Richard Francis Brocklehurst Director Aug 1975 18 Sep 2020 4 other companies
Neil Coleman Director Jul 1960 18 Sep 2020 3 other companies
Paul Kelly Director Jul 1965 7 May 2021 1 other company

Other companies run by these 6 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
13
closed down
9
went insolvent
1

In the full report: all 13 companies, named

  • What each company does, and whether it is still trading
  • Which of these 6 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 2 on the FCA register
  • The 9 companies these 6 directors run together
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Filed accounts and finances

Year to 31 March 2026Full accountsNot audited

Total equity

£3.99m

−12% from £4.54m

Cash at bank

£594k

−32% from £874k

Owed within a year

£975k

−2.6% from £1.00m

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 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.

Accounts filed at Companies House for company 07332110. 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

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

Key events (20) All events (29)

2025

13 May 2025

  • Andrew John Neale became a part-owner (25–50% of shares)
  • John Gary Lee became a part-owner (25–50% of shares)
  • Neil Terence Ransome became a part-owner (25–50% of shares)

Companies House

12 May 2025

  • Andrew John Neale no longer holds 25–50% of the votes
  • John Gary Lee stopped being a part-owner
  • Neil Terence Ransome no longer holds 25–50% of the votes

Companies House

2023

13 July 2023

  • Neil Terence Ransome stopped being a part-owner

Companies House

2020

1 July 2020

  • Changed its registered name from "WTK Financial Services Ltd"

FCA register

3 June 2020

  • Changed its registered name from "Astute Private Wealth Ltd"

FCA register

2018

1 June 2018

  • Andrew John Neale stopped being a part-owner

Companies House

2017

1 December 2017

  • John Gary Lee stopped being a part-owner

Companies House

2016

6 April 2016

  • Andrew John Neale became a part-owner (25–50% of shares)
  • Andrew John Neale gained 25–50% of the votes
  • John Gary Lee became a part-owner (25–50% of shares)
  • Neil Terence Ransome became a part-owner (25–50% of shares)
  • Neil Terence Ransome gained 25–50% of the votes

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

2 February 2011

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2010

2 August 2010

  • Incorporated at Companies House

Companies House

In the full report: all 29 events

  • All 29 events in its history (20 shown here)
  • Every director appointment and resignation: 6
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Firms connected to Astute Private Wealth

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

connected firms
4
share a director
2
share its phone number
2

In the full report: all 4 connected firms, named

  • How each is linked: shared directors (2), the same phone number (2), the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Astute Private Wealth

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

In Ewloe

Astute Wealth Services LtdEwloeAppointed representativeWTK Wealth Planning LimitedEwloeAppointed representative

In the Chester (CH) postcode area

1FS LtdChesterAuthorised52 Finance LimitedMoldAuthorisedAlexander Beard Investment Management LimitedEllesmere PortAuthorisedAndrew Lucas Wealth Management LimitedChesterAuthorised

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 Astute Private Wealth

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

  • 13 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 7 years of accounts, charted
  • All 29 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Astute Private Wealth Limited FCA authorised?
Yes, Astute Private Wealth Limited (FRN 531465) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since February 2011 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Astute Private Wealth’s phone number and website?
The FCA register lists the phone number 01244 660793 and the website astuteprivatewealth.co.uk for Astute Private Wealth. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 2 other FCA firms.
Is Astute Private Wealth a scam or clone?
Astute Private 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 Astute Private 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 Astute Private Wealth to the Financial Ombudsman Service, free of charge.
Who owns Astute Private Wealth?
Companies House lists 3 people with significant control of Astute Private Wealth: Andrew John Neale (25–50% of shares), John Gary Lee (25–50% of shares) and Neil Terence Ransome (25–50% of shares). Before that, it was controlled by Mr Neil Terence Ransome, Mr Andrew John Neale and Mr John Gary Lee.
Who runs Astute Private Wealth?
Companies House lists 6 directors of Astute Private Wealth: John Gary Lee, Andrew John Neale, Neil Terence Ransome, Richard Francis Brocklehurst, Neil Coleman and Paul Kelly.
How long has Astute Private Wealth been in business?
The company was formed on 2 August 2010, and has held its current FCA authorisation since February 2011.
What do Astute Private Wealth’s latest accounts show?
Its latest accounts, to 31 March 2026, show total equity of £3.99m (−12% from £4.54m) and cash at bank of £594k (−32% from £874k).
Does Astute Private Wealth use any other names?
It has previously used 2 other names: Astute Private Wealth Ltd and WTK Financial Services Ltd.

Sources and links

The full report on Astute Private Wealth Limited

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