Axis Wealth Management Ltd

Reference number: 933293

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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.
  • Axis Wealth Management Ltd (FRN 933293) is an AR of New Leaf Distribution Limited (FRN 460421). When you use Axis Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Axis Wealth Management, 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

    01273 725100

  • Address

    17a Montpelier Villas, Brighton, East Sussex, BN1 3DG, United Kingdom

In the full report: 2 background checks

  • What kind of line 01273 725100 is
  • Who else gives the postcode BN1 3DG
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through New Leaf Distribution 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 name
AXIS WEALTH MANAGEMENT LIMITED
Company status
Active
Company type
Private limited company
Incorporated
25 February 2011 (15 years old)
Registered office
17a Montpelier Villas, Brighton, East Sussex, BN1 3DG, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
David Reed Director Mar 1962 24 Feb 2026 3 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
3
still active
3

In the full report: all 3 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
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Micro-entity accountsNot audited

Net assets

£10.3k

+180% from £3,691

Employees (average)

4

+33% from 3

Owed within a year

£63.3k

−84% from £392k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 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 07543318. 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

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

2026

24 February 2026

  • Board replaced: its only director left and a new director took over
  • David Reed gave up control
  • David Reed took control (75–100% of shares)

Companies House

2020

2 September 2020

  • Became an appointed representative

FCA register

2017

2 February 2017

  • David Reed took control (75–100% of shares)

Companies House

2011

25 February 2011

  • Incorporated at Companies House

Companies House

In the full report: all 11 events

  • All 11 events in its history (6 shown here)
  • Every director appointment and resignation: 5
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Firms like Axis Wealth Management

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

In Brighton

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 Axis Wealth Management

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

  • 3 other companies its directors have run, named
  • 2 background checks on its contact details
  • 6 years of accounts, charted
  • All 11 events in its history

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Frequently asked questions about this firm

Is Axis Wealth Management Ltd FCA authorised?
Axis Wealth Management Ltd (FRN 933293) 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 Axis Wealth Management?
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. Axis Wealth Management Ltd (FRN 933293) is an AR of New Leaf Distribution Limited (FRN 460421). When you use Axis Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Axis Wealth Management, 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 Axis Wealth Management’s phone number?
The FCA register lists the phone number 01273 725100 for Axis Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Axis Wealth Management a scam or clone?
Axis 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 Axis Wealth Management?
Protection works through New Leaf Distribution Limited, the principal firm responsible for Axis Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Axis Wealth Management?
Companies House lists one person with significant control of Axis Wealth Management: Mr David Reed (75–100% of shares).
Who runs Axis Wealth Management?
Companies House lists one director of Axis Wealth Management: David Reed.
How long has Axis Wealth Management been in business?
The company was formed on 25 February 2011.
What do Axis Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £10.3k (+180% from £3,691).

Sources and links

The full report on Axis Wealth Management Ltd

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