Casterbridge Wealth Limited
Reference number: 727583
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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.
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Phone number
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Address
Suite 4 Brewery House, 36 Milford Street, Salisbury, Wiltshire, SP1 2AP, United Kingdom
In the full report: 3 background checks
- When casterbridgewealth.co.uk first appeared online, and whether it can receive email
- What kind of line 01722 466110 is
- Who else gives the postcode SP1 2AP
Other names (5)
If you were contacted under any of these names, it is this firm.
- Casterbridge Trading name: A name it trades under now.
- Casterbridge Investments Trading name: A name it trades under now.
- Casterbridge Wealth Investments Trading name: A name it trades under now.
- CW Trading name: A name it trades under now.
- CWI Trading name: A name it trades under now.
FCA permissions and consumer protection
- Hold or safeguard your money · Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Arranging (bringing about) deals in investments
- Arranging safeguarding and administration of assets
- Dealing in investments as agent
- Making arrangements with a view to transactions in investments
- Managing investments
Limits on what they may do
- This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.
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
- 09466507 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 3 March 2015 (11 years old)
- Registered office
- Suite 4 Brewery House, 36 Milford Street, Salisbury, Wiltshire, SP1 2AP, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Kevin Barrie Forbes | Director | Sep 1968 | 3 Mar 2015 | 5 other companies |
| Keith Charles Edwards | Director | Feb 1969 | 9 Sep 2016 | None |
| Matthew Cheek | Director | Oct 1974 | 17 Mar 2022 | None |
| Lisa Cox | Director | Aug 1970 | 31 Mar 2025 | None |
Other companies run by these 4 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
- 5
- still active
- 5
In the full report: all 5 companies, named
- What each company does, and whether it is still trading
- Which of these 4 directors sit on each board, and since when
- Any that went into liquidation or administration
- All 8 people who have ever been directors, with their dates
Filed accounts and finances
Profit before tax
£133k
No earlier figure to compare
Net assets
£306k
No earlier figure to compare
Cash at bank
£452k
No earlier figure to compare
Owed within a year
£266k
No earlier figure to compare
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 09466507. 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
Casterbridge Wealth’s history from the FCA register and Companies House, newest first.
2025
31 March 2025
- Giles David Wellington no longer has significant control
- Jefferson Leo Mackenzie Fawcett no longer has significant control
Companies House
2016
26 August 2016
- Keith Charles Edwards gained significant control
Companies House
11 April 2016
- Regulated by the FCA from this date
- FCA imposed a requirement (May control but not hold client money)
- Became authorised by the FCA
FCA register
6 April 2016
- Allan Michael Cruse gained significant control
- Giles David Wellington gained significant control
- Jefferson Leo Mackenzie Fawcett gained significant control
- Kevin Barrie Forbes gained significant control
Companies House
2015
3 March 2015
- Incorporated at Companies House
Companies House
In the full report: all 31 events
- All 31 events in its history (11 shown here)
- Every director appointment and resignation: 12
Firms connected to Casterbridge Wealth
Other FCA-listed firms that share a director, phone number or address with Casterbridge Wealth. 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 Casterbridge Wealth
Other firms of the same type (investment or fund manager), nearest first.
In Salisbury
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 Casterbridge Wealth
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 5 other companies its directors have run, named
- 3 background checks on its contact details
- All 31 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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Does Casterbridge Wealth use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk