Attain Wealth Management Limited

Reference number: 535786

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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 attainwealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01525 379774 is
  • Who else gives the postcode LU7 4SF
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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 (10 permissions)
  • 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-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.

Concerns on the company record

  • Confirmation statement is overdue at Companies House.
Company status
Active
Company type
Private limited company
Incorporated
24 September 2010 (16 years old)
Registered office
Walsingham House, 35 Seething Lane, London, EC3N 4AH, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Daniel James Cowland Director Feb 1974 29 Sep 2026 14 other companies
Morven Sara Grierson Director Jan 1977 29 Sep 2026 6 other companies
Dominic John Wynyard Rose Director Nov 1984 29 Sep 2026 None
VENTHAMS TRUSTEES LIMITED Corporate secretary Not published 29 Sep 2026 –

Other companies run by these 3 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
18
closed down
4
are FCA-registered
5

In the full report: all 18 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 5 on the FCA register, including one no longer authorised
  • The 2 companies these 3 directors run together
  • All 6 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£133k

−36% from £206k

Cash at bank

£333k

+26% from £265k

Employees (average)

9

−10% from 10

Owed within a year

£248k

+7.8% from £230k

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.

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

Accounts filed at Companies House for company 07387508. 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

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

2026

29 September 2026

  • Board replaced: all 3 directors left and 3 new directors took over
  • Gordon Alexander Crothers stopped being a part-owner
  • Mkc Wealth Holdings Ltd took control (75–100% of shares)
  • Robert Price stopped being a part-owner

Companies House

2020

1 March 2020

  • Robert Price became a part-owner (25–50% of shares)

Companies House

2016

31 July 2016

  • Gordon Alexander Crothers became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

1 April 2011

  • Became authorised by the FCA

FCA register

2010

18 November 2010

  • Regulated by the Financial Services Authority from this date

FCA register

24 September 2010

  • Incorporated at Companies House

Companies House

In the full report: all 23 events

  • All 23 events in its history (10 shown here)
  • Every director appointment and resignation: 9
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Firms connected to Attain Wealth Management

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

connected firms
6
share a director
5
share its postcode
1

In the full report: all 6 connected firms, named

  • How each is linked: shared directors (5), the same postcode (1)
  • Who links each one: the named directors, with dates
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Firms like Attain Wealth Management

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

In Leighton Buzzard

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 Attain Wealth Management

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

  • 18 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 23 events in its history
  • 6 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Attain Wealth Management Limited FCA authorised?
Yes, Attain Wealth Management Limited (FRN 535786) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2011 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Attain Wealth Management’s phone number and website?
The FCA register lists the phone number 01525 379774 and the website attainwealthmanagement.co.uk for Attain Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Attain Wealth Management a scam or clone?
Attain 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 Attain 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 Attain Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Attain Wealth Management?
Attain Wealth Management is owned by Mkc Wealth Holdings Ltd, which holds 75–100% of shares and 75–100% of votes, since 29 September 2026. Before that, it was controlled by Mr Robert Price and Mr Gordon Alexander Crothers.
Who runs Attain Wealth Management?
Companies House lists 3 directors of Attain Wealth Management: Daniel James Cowland, Morven Sara Grierson and Dominic John Wynyard Rose.
How long has Attain Wealth Management been in business?
The company was formed on 24 September 2010, and has held its current FCA authorisation since April 2011.
What do Attain Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £133k (−36% from £206k) and cash at bank of £333k (+26% from £265k).

Sources and links

The full report on Attain Wealth Management Limited

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