Berkley Wilkinson Wealth Management Ltd: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 9 years
Your funds are protected by FSCS
No FCA actions
Active company since 2017
Accounts filed up to 31 May 2025

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

0191 266 7595
Address

2 Briar Edge, Newcastle upon Tyne, Tyne and Wear, NE12 7JN, United Kingdom

In the full report: 2 background checks

What kind of line 0191 266 7595 is
Who else gives the postcode NE12 7JN

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 · Arrange equity release FSCS may apply
Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
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 (11 permissions)

Advising on a home reversion plan
Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on Pension Transfers and Pension Opt Outs
Advising on regulated mortgage contracts
Arranging (bringing about) a home reversion plan
Arranging (bringing about) deals in investments
Arranging (bringing about) regulated mortgage contracts
Dealing in investments as agent
Making arrangements with a view to a home reversion plan
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.

Company number: 10668606 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 14 March 2017 (9 years old)
Registered office: 2 Briar Edge, Newcastle Upon Tyne, NE12 7JN, England
Nature of business: Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Paul Miller	Director	Jan 1958	14 Mar 2017	2 other companies
Jeremy Gordon Ritchie	Director	Aug 1963	14 Mar 2017	None

Other companies run by these 2 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 2 directors sit on each board, and since when
Any that went into liquidation or administration

Filed accounts and finances

Year to 31 May 2025Micro-entity accountsNot audited

Net assets

£322

Up £282 from £40

Employees (average)

2

Same as 2

Owed within a year

£3,622

−31% from £5,212

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

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 10668606. 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

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

Key events (5) All events (10)

2017

15 May 2017

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

FCA register

14 March 2017

Incorporated at Companies House
Jeremy Gordon Ritchie became a part-owner (25–50% of shares)
Paul Miller became a part-owner (25–50% of shares)

Companies House

In the full report: all 10 events

All 10 events in its history (5 shown here)
Every director appointment and resignation: 2

Firms connected to Berkley Wilkinson Wealth Management

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

connected firm: 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

Firms like Berkley Wilkinson Wealth Management

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

In the Newcastle (NE) postcode area

Access Wealth ManagementHexhamAuthorised Amethyst Independent Financial Advisers LLPNorth ShieldsAuthorised Aspire Wealth LimitedStocksfieldAuthorised Azets Wealth Management LimitedTyne and WearAuthorised B-Advised LimitedNewcastle upon TyneAuthorised Bede Wealth Management LimitedJarrowAuthorised

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 Berkley Wilkinson Wealth Management

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
2 background checks on its contact details
6 years of accounts, charted
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 Berkley Wilkinson Wealth Management Ltd FCA authorised?

Yes, Berkley Wilkinson Wealth Management Ltd (FRN 774288) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2017 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Berkley Wilkinson Wealth Management’s phone number?

The FCA register lists the phone number 0191 266 7595 for Berkley Wilkinson Wealth Management. If you were given different contact details, use these to check with the firm before going any further.

Is Berkley Wilkinson Wealth Management a scam or clone?

Berkley Wilkinson 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 Berkley Wilkinson 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 Berkley Wilkinson Wealth Management to the Financial Ombudsman Service, free of charge.

Who owns Berkley Wilkinson Wealth Management?

Companies House lists 2 people with significant control of Berkley Wilkinson Wealth Management: Mr Paul Miller (25–50% of shares) and Mr Jeremy Gordon Ritchie (25–50% of shares).

Who runs Berkley Wilkinson Wealth Management?

Companies House lists 2 directors of Berkley Wilkinson Wealth Management: Paul Miller and Jeremy Gordon Ritchie.

How long has Berkley Wilkinson Wealth Management been in business?

The company was formed on 14 March 2017, and has held its current FCA authorisation since May 2017.

What do Berkley Wilkinson Wealth Management’s latest accounts show?

Its latest accounts, to 31 May 2025, show net assets of £322 (up £282 from £40).