Blue Fox Wealth Management Limited: FCA regulated?

Authorised by the FCA

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

Authorised for 8 years
Your funds are protected by FSCS
No FCA actions
Active company since 2014
Accounts filed up to 31 March 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.

Website

bluefoxwealth.co.uk (opens in a new tab)
Phone number

01935 507230
Address

Suite 5, Yeovil Innovation Centre, Copse Road, Barracks Close, Yeovil, Somerset, BA22 8RN, United Kingdom

In the full report: 3 background checks

When bluefoxwealth.co.uk first appeared online, and whether it can receive email
What kind of line 01935 507230 is
Who else gives the postcode BA22 8RN

Other names (1)

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

Blue Fox Wealth Trading name: A name it trades under now.

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 (5 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
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: 09194972 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 29 August 2014 (12 years old)
Registered office: Suite 5, Yeovil Innovation Centre Copse Road, Barracks Close, Yeovil, Somerset, BA22 8RN, England
Nature of business: Life insurance (SIC 65110)
Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Malcolm James Dyke	Director	Aug 1979	29 Aug 2014	None
Stephanie Dawn Dyke	Director	Apr 1978	29 Aug 2014	1 other company

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 company: 1
closed down: 1

In the full report: all 1 company, 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 March 2025Micro-entity accountsNot audited

Net assets

£100k

−6.4% from £107k

Employees (average)

4

Same as 4

Owed within a year

£68.7k

−7.4% from £74.2k

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 09194972. 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

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

Key events (5) All events (10)

2018

2 January 2018

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

FCA register

2016

6 April 2016

Malcolm James Dyke gained significant control
Stephanie Dawn Dyke took control (75–100% of shares)

Companies House

2014

29 August 2014

Incorporated at Companies House

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 Blue Fox Wealth Management

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

connected firms: 3
share its postcode: 3

In the full report: all 3 connected firms, named

How each is linked: the same postcode (3)
Who links each one: the named directors, with dates

Firms like Blue Fox Wealth Management

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

In Yeovil

Adanac Financial Services LimitedYeovilAuthorised Old Mill Financial Planning LimitedYeovilAuthorised John Hall Financial Services LtdYeovilAppointed representative Northseam LimitedYeovilAppointed 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 Blue Fox Wealth Management

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

1 other company its directors have run, named
3 background checks on its contact details
6 years of accounts, charted
All 10 events in its history
3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Blue Fox Wealth Management Limited FCA authorised?

Yes, Blue Fox Wealth Management Limited (FRN 789201) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2018 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Blue Fox Wealth Management’s phone number and website?

The FCA register lists the phone number 01935 507230 and the website bluefoxwealth.co.uk for Blue Fox Wealth Management. If you were given different contact details, use these to check with the firm before going any further.

Is Blue Fox Wealth Management a scam or clone?

Blue Fox 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 Blue Fox 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 Blue Fox Wealth Management to the Financial Ombudsman Service, free of charge.

Who owns Blue Fox Wealth Management?

Companies House lists 2 people with significant control of Blue Fox Wealth Management: Mrs Stephanie Dawn Dyke (75–100% of shares) and Mr Malcolm James Dyke (can appoint and remove the board).

Who runs Blue Fox Wealth Management?

Companies House lists 2 directors of Blue Fox Wealth Management: Malcolm James Dyke and Stephanie Dawn Dyke.

How long has Blue Fox Wealth Management been in business?

The company was formed on 29 August 2014, and has held its current FCA authorisation since January 2018.

What do Blue Fox Wealth Management’s latest accounts show?

Its latest accounts, to 31 March 2025, show net assets of £100k (−6.4% from £107k).

Does Blue Fox Wealth Management use any other names?

It trades as Blue Fox Wealth.