Astute Wealth Services Ltd

Reference number: 911751

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Astute Wealth Services Ltd (FRN 911751) is an AR of Astute Private Wealth Limited (FRN 531465). When you use Astute Wealth Services's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Astute Wealth Services, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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.

  • No website on the FCA register

  • Phone number

    01244 660793

  • Address

    2nd Floor, Vista Building, St David's Park, Ewloe, Flintshire, CH5 3DT, United Kingdom

In the full report: 2 background checks

  • 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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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Astute Private Wealth Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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
11 June 2019 (7 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 11 Jun 2019 11 other companies
Neil Coleman Director Jul 1960 11 Jun 2019 None
Andrew John Neale Director Jul 1970 11 Jun 2019 2 other companies
Neil Terence Ransome Director Sep 1970 11 Jun 2019 None
Richard Brocklehurst Director Aug 1975 11 Jun 2019 None
Cathryn Jones Director Nov 1976 1 Sep 2020 None

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
12
closed down
9
are FCA-registered
2

In the full report: all 12 companies, named

  • What each company does, and whether it is still trading
  • Which of these 6 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register
  • The 1 company these 6 directors run together
  • All 7 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Full accountsNot audited

Total equity

£469k

+64% from £285k

Cash at bank

£5,186

−34% from £7,825

Owed within a year

£23.4k

−88% from £192k

Total equity

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 12043326. 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 Wealth Services’s history from the FCA register and Companies House, newest first.

2025

12 May 2025

  • Christopher Newland stopped being a part-owner

Companies House

2020

1 September 2020

  • Christopher Newland became a part-owner (25–50% of shares)

Companies House

2019

29 July 2019

  • Became an appointed representative

FCA register

11 June 2019

  • Incorporated at Companies House
  • Astute Private Wealth Ltd took control (75–100% of shares)

Companies House

In the full report: all 13 events

  • All 13 events in its history (5 shown here)
  • Every director appointment and resignation: 8
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Firms connected to Astute Wealth Services

Other FCA-listed firms that share a director, phone number or address with Astute Wealth Services. 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 Wealth Services

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

In Ewloe

In the Chester (CH) postcode area

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 Wealth Services

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

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

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Frequently asked questions about this firm

Is Astute Wealth Services Ltd FCA authorised?
Astute Wealth Services Ltd (FRN 911751) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Astute Wealth Services?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Astute Wealth Services Ltd (FRN 911751) is an AR of Astute Private Wealth Limited (FRN 531465). When you use Astute Wealth Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Astute Wealth Services, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Astute Wealth Services’ phone number?
The FCA register lists the phone number 01244 660793 for Astute Wealth Services. 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 Wealth Services a scam or clone?
Astute Wealth Services 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 Wealth Services?
Protection works through Astute Private Wealth Limited, the principal firm responsible for Astute Wealth Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Astute Wealth Services?
Astute Wealth Services is owned by Astute Private Wealth Ltd, which holds 75–100% of shares, 75–100% of votes, can appoint and remove the board and held as a trustee, since 11 June 2019. Before that, it was controlled by Mr Christopher Newland.
Who runs Astute Wealth Services?
Companies House lists 6 directors of Astute Wealth Services: John Gary Lee, Neil Coleman, Andrew John Neale, Neil Terence Ransome, Richard Brocklehurst and Cathryn Jones.
How long has Astute Wealth Services been in business?
The company was formed on 11 June 2019.
What do Astute Wealth Services’ latest accounts show?
Its latest accounts, to 31 March 2026, show total equity of £469k (+64% from £285k) and cash at bank of £5,186 (−34% from £7,825).

Sources and links

The full report on Astute Wealth Services Ltd

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