Ben Thorpe Financial Services Limited

Reference number: 843556

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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 otwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 01962 896622 is
  • Who else gives the postcode SO50 7NY
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Other names (2)

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

  • Oaktree Wealth Management Trading name
  • Alex Cheema Former trading 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.
  • 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 (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • 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
11521416
Company status
Active
Company type
Private limited company
Incorporated
16 August 2018 (8 years old)
Registered office
29 Centaury Gardens, Horton Heath, Eastleigh, SO50 7NY, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Benjamin David Thorpe Director Jan 1979 16 Aug 2018 None
Rebecca Molyneux Thorpe Director Oct 1979 2 May 2021 None
Rebecca Molyneux Thorpe Secretary Not published 1 Apr 2019 –

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 31 March 2026Abridged accountsNot audited

Net assets

£41.6k

−17% from £50.0k

Cash at bank

£59.6k

No earlier figure to compare

Employees (average)

2

Same as 2

Owed within a year

£25.7k

No earlier figure to compare

Net assets

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 11521416. 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

Ben Thorpe Financial Services’s history from the FCA register and Companies House, newest first.

Key events (5) All events (14)

2025

18 July 2025

  • Rebecca Molyneux Thorpe became a part-owner (25–50% of shares)

Companies House

2019

4 December 2019

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2018

16 August 2018

  • Incorporated at Companies House
  • Benjamin David Thorpe took control (75–100% of shares)

Companies House

In the full report: all 14 events

  • All 14 events in its history (5 shown here)
  • Every director appointment and resignation: 4
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Firms like Ben Thorpe Financial Services

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

In Eastleigh

Butcher & Moody Financial Services LimitedEastleighAuthorisedEmbers Wealth Management LtdEastleighAuthorisedForest Financial Services LtdEastleighAuthorisedJohn William Roberts LimitedEastleighAppointed representativeQuantus Wealth Management LtdEastleighAppointed representativeSp Vision Wealth LimitedEastleighAppointed representative

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 Ben Thorpe Financial Services

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

  • Every company its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 7 years of accounts, charted
  • All 14 events in its history

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Frequently asked questions about this firm

Is Ben Thorpe Financial Services Limited FCA authorised?
Yes, Ben Thorpe Financial Services Limited (FRN 843556) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2019 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Ben Thorpe Financial Services’ phone number and website?
The FCA register lists the phone number 01962 896622 and the website otwm.co.uk for Ben Thorpe Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Ben Thorpe Financial Services a scam or clone?
Ben Thorpe Financial 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 Ben Thorpe Financial Services?
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 Ben Thorpe Financial Services to the Financial Ombudsman Service, free of charge.
Who owns Ben Thorpe Financial Services?
Companies House lists 2 people with significant control of Ben Thorpe Financial Services: Benjamin David Thorpe (75–100% of shares) and Mrs Rebecca Molyneux Thorpe (25–50% of shares).
Who runs Ben Thorpe Financial Services?
Companies House lists 2 directors of Ben Thorpe Financial Services: Benjamin David Thorpe and Rebecca Molyneux Thorpe.
How long has Ben Thorpe Financial Services been in business?
The company was formed on 16 August 2018, and has held its current FCA authorisation since December 2019.
What do Ben Thorpe Financial Services’ latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £41.6k (−17% from £50.0k) and cash at bank of £59.6k (no earlier figure to compare).
Does Ben Thorpe Financial Services use any other names?
It trades as Oaktree Wealth Management. It has previously used the name Alex Cheema.

Sources and links

The full report on Ben Thorpe Financial Services Limited

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