Berry Wealth Management Ltd

Reference number: 719170

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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

  • When bwmifa.co.uk first appeared online, and whether it can receive email
  • What kind of line 01858 903030 is
  • Who else gives the postcode LE16 7SA
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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.
  • 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 (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • Debt-counselling
  • 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
09738124
Company status
Active
Company type
Private limited company
Incorporated
18 August 2015 (11 years old)
Registered office
Bowden House, 36 Northampton Road, Market Harborough, Leicestershire, LE16 9HE, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Colin Stuart Henshaw Director Apr 1964 18 Aug 2015 None
Mark Anthony Woods Director Apr 1963 18 Aug 2015 25 other companies

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
25
closed down
11
are FCA-registered
2

In the full report: all 25 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
  • The 2 on the FCA register
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 April 2025Micro-entity accountsNot audited

Net assets

£272k

No earlier figure to compare

Employees (average)

8

+14% from 7

Owed within a year

£75.0k

+24% from £60.7k

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 09738124. 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

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

Key events (8) All events (15)

2026

29 June 2026

  • Mark Anthony Woods stopped being a part-owner

Companies House

2024

22 October 2024

  • Adrian Charles Neal stopped being a part-owner

Companies House

2016

6 April 2016

  • Adrian Charles Neal became a part-owner (25–50% of shares)
  • Colin Stuart Henshaw became the majority owner (50–75% of shares)
  • Mark Anthony Woods became a part-owner (25–50% of shares)

Companies House

16 February 2016

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

FCA register

2015

18 August 2015

  • Incorporated at Companies House

Companies House

In the full report: all 15 events

  • All 15 events in its history (8 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Berry Wealth Management

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

past links
2

In the full report: all 0 connected firms, named

  • 2 past links through former directors
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Firms like Berry Wealth Management

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

In Market Harborough

Crownhouse IFAS LimitedMarket HarboroughAuthorisedInk Employee Benefits LimitedMarket HarboroughAuthorisedRadiant Financial Planning LimitedMarket HarboroughAuthorisedReadymoney Investments LimitedMarket HarboroughAuthorisedRedwood Employee Benefit Services LtdMarket HarboroughAuthorisedAbigail Jayne BrownMarket HarboroughAppointed 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 Berry Wealth Management

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

  • 25 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 15 events in its history

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Frequently asked questions about this firm

Is Berry Wealth Management Ltd FCA authorised?
Yes, Berry Wealth Management Ltd (FRN 719170) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since February 2016 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Berry Wealth Management’s phone number and website?
The FCA register lists the phone number 01858 903030 and the website bwmifa.co.uk for Berry Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Berry Wealth Management a scam or clone?
Berry 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 Berry 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 Berry Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Berry Wealth Management?
Companies House lists one person with significant control of Berry Wealth Management: Mr Colin Stuart Henshaw (50–75% of shares). Before that, it was controlled by Mr Mark Anthony Woods and Mr Adrian Charles Neal.
Who runs Berry Wealth Management?
Companies House lists 2 directors of Berry Wealth Management: Colin Stuart Henshaw and Mark Anthony Woods.
How long has Berry Wealth Management been in business?
The company was formed on 18 August 2015, and has held its current FCA authorisation since February 2016.
What do Berry Wealth Management’s latest accounts show?
Its latest accounts, to 30 April 2025, show net assets of £272k (no earlier figure to compare).

Sources and links

The full report on Berry Wealth Management Ltd

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