BMSG Wealth Management Limited

Reference number: 929810

Instant download

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 bmsgwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 0330 043 0057 is
  • Who else gives the postcode PE9 2NJ
Instant PDF download

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 FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (14 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • 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
12573302
Company status
Active
Company type
Private limited company
Incorporated
27 April 2020 (6 years old)
Registered office
2 Water Street, Stamford, PE9 2NJ, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Matthew James Southgate Sands Director May 1974 27 Apr 2020 2 other companies
James Leonard Rolfe Director Jan 1963 14 Nov 2024 4 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
6
closed down
4
are FCA-registered
2

In the full report: all 6 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 4 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 30 April 2025Micro-entity accountsNot audited

Net assets

£8,875

<1% from £8,794

Employees (average)

5

Same as 5

Owed within a year

£4,262

+175% from £1,548

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2021 to 2025
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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 12573302. 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

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

Key events (7) All events (15)

2025

12 June 2025

  • Ein Merched Ltd stopped being a part-owner
  • James Leonard Rolfe became a part-owner (25–50% of shares)

Companies House

2021

16 March 2021

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

FCA register

2020

27 April 2020

  • Incorporated at Companies House
  • C & D Group Holdings Limited became a part-owner (25–50% of shares)
  • Ein Merched Ltd became a part-owner (25–50% of shares)

Companies House

In the full report: all 15 events

  • All 15 events in its history (7 shown here)
  • Every director appointment and resignation: 6
Instant PDF download

Firms connected to BMSG Wealth Management

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

connected firm
1
share a director
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
  • 1 past link through former directors
Instant PDF download

Firms like BMSG Wealth Management

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

In Stamford

Best to Invest LimitedStamfordAuthorisedChattertons Wealth Management LimitedStamfordAuthorisedGolden Oak Wealth Management LimitedStamfordAuthorisedLandmark IFA LimitedStamfordAuthorisedAbbey Wealth Management LtdStamfordAppointed representativeBCM Wealth Management LtdStamfordAppointed 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 BMSG Wealth Management

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

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 15 events in its history
  • 1 connected firm, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is BMSG Wealth Management Limited FCA authorised?
Yes, BMSG Wealth Management Limited (FRN 929810) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since March 2021 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is BMSG Wealth Management’s phone number and website?
The FCA register lists the phone number 0330 043 0057 and the website bmsgwealth.co.uk for BMSG Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is BMSG Wealth Management a scam or clone?
BMSG 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 BMSG 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 BMSG Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns BMSG Wealth Management?
Companies House lists 2 people with significant control of BMSG Wealth Management: C & D Group Holdings Limited (25–50% of shares) and Mr James Leonard Rolfe (25–50% of shares). Before that, it was controlled by Ein Merched Ltd.
Who runs BMSG Wealth Management?
Companies House lists 2 directors of BMSG Wealth Management: Matthew James Southgate Sands and James Leonard Rolfe.
How long has BMSG Wealth Management been in business?
The company was formed on 27 April 2020, and has held its current FCA authorisation since March 2021.
What do BMSG Wealth Management’s latest accounts show?
Its latest accounts, to 30 April 2025, show net assets of £8,875 (<1% from £8,794).

Sources and links

The full report on BMSG Wealth Management Limited

£19.99 · Instant PDF download

Loading secure checkout…