Be Wealth LLP

Reference number: 1024982

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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.

Responsible principal firm

ValidPath Limited Reference number: 197107 Authorised View firm →
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.
  • Be Wealth LLP (FRN 1024982) is an AR of ValidPath Limited (FRN 197107). When you use Be Wealth's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Be Wealth, 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.

In the full report: 3 background checks

  • When bewealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01789 224237 is
  • Who else gives the postcode CV37 6HB
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through ValidPath 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 number
OC454731
Company status
Active
Company type
Limited liability partnership
Incorporated
2 December 2024 (1 year old)
Registered office
Elizabeth Court, Church Street, Stratford-Upon-Avon, Warwickshire, CV37 6HB, England

Directors and company secretaries

Name Role Born Appointed Other companies
Christopher Payton LLP designated member Oct 1978 2 Dec 2024 1 other company
Richard Boyd Cooke LLP designated member Apr 1974 20 Jan 2026 None
Gordon William Hay LLP designated member Jul 1967 20 Apr 2026 1 other company

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
2
closed down
1
still active
1

In the full report: all 2 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
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

16 months to 31 March 2026Micro-entity accountsNot audited

Employees (average)

0

No earlier figure to compare

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 OC454731. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (7) All events (10)

2026

5 May 2026

  • Electro Blue Ltd gave up control
  • Gordon William Hay became a part-owner (25–50% of shares)
  • Richard Boyd Cooke became a part-owner (25–50% of shares)

Companies House

2025

16 February 2025

  • Became an appointed representative

FCA register

2024

2 December 2024

  • Incorporated at Companies House
  • Christopher Payton became a part-owner (25–50% of shares)
  • Electro Blue Ltd took control (75–100% of shares)

Companies House

In the full report: all 10 events

  • All 10 events in its history (7 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Be Wealth

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

connected firm
1
no longer authorised
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Be Wealth

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

In Stratford-Upon-Avon

Charters Private Wealth LtdStratford-upon-AvonAppointed representativeJamie MacLeod Wealth Management LtdStratford-Upon-AvonAppointed representativeLifestyle Future LimitedStratford-Upon-AvonAppointed representativeMike WaringStratford-upon-AvonAppointed representativeAdair Financial Management LtdStratford-upon-AvonAuthorisedBB Wealth LimitedStratford-Upon-AvonAuthorised

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 Be Wealth

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

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 10 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Be Wealth LLP FCA authorised?
Be Wealth LLP (FRN 1024982) 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 Be Wealth?
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. Be Wealth LLP (FRN 1024982) is an AR of ValidPath Limited (FRN 197107). When you use Be Wealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Be Wealth, 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 Be Wealth’s phone number and website?
The FCA register lists the phone number 01789 224237 and the website bewealth.co.uk for Be Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is Be Wealth a scam or clone?
Be 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 Be Wealth?
Protection works through ValidPath Limited, the principal firm responsible for Be Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Be Wealth?
Companies House lists 3 people with significant control of Be Wealth: Mr Christopher Payton (25–50% of votes), Mr Richard Boyd Cooke (25–50% of votes) and Mr Gordon William Hay (25–50% of votes). Before that, it was controlled by Electro Blue Ltd.
Who runs Be Wealth?
Companies House lists 3 directors of Be Wealth: Christopher Payton, Richard Boyd Cooke and Gordon William Hay.
How long has Be Wealth been in business?
The company was formed on 2 December 2024.
What do Be Wealth’s latest accounts show?

Sources and links

The full report on Be Wealth LLP

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