Cedar Wealth Management Limited

Reference number: 599639

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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.

  • No website on the FCA register

  • Phone number

    0117 370 6440

  • Address

    Cedar Lodge, 15 The Avenue, Sneyd Park, Bristol, BS9 1PD, United Kingdom

In the full report: 2 background checks

  • What kind of line 0117 370 6440 is
  • Who else gives the postcode BS9 1PD
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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.
  • 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 P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • 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
05648512
Company status
Active
Company type
Private limited company
Incorporated
8 December 2005 (20 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Nicholas Beatty Director Aug 1957 8 Dec 2005 1 other company
Wendy Elizabeth Beatty Secretary Not published 8 Dec 2005 –

Other companies run by its director

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 its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 December 2025Micro-entity accountsNot audited

Net assets

£31.8k

+34% from £23.6k

Employees (average)

3

Same as 3

Owed within a year

£16.8k

+17% from £14.4k

The accounts for the year to 31 December 2025 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £121k, for the year to 31 December 2023.

The accounts for the year to 31 December 2025 do not tag profit before tax in a form that can be read automatically, so it is not shown. The last tagged figure is £67.4k, for the year to 31 December 2019.

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • Both charts, 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.

Accounts filed at Companies House for company 05648512. 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

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

Key events (5) All events (8)

2016

6 April 2016

  • Nicholas Beatty became the majority owner (50–75% of shares)
  • Wendy Elizabeth Beatty became a part-owner (25–50% of shares)

Companies House

2013

6 September 2013

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

FCA register

2005

8 December 2005

  • Incorporated at Companies House

Companies House

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 1
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Firms like Cedar Wealth Management

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

In the Bristol (BS) postcode area

Hargreaves Lansdown Advisory Services LimitedBristolAuthorised4 Financial Planning LtdBristolAuthorisedAbsolute Wealth Management LtdBristolAuthorisedBowmore Financial Planning LimitedBristolAuthorisedBrighton Williams & PartnersBristolAuthorisedBrunel Independent Financial Planners LimitedBristolAuthorised

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 Cedar 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
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 8 events in its history

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Frequently asked questions about this firm

Is Cedar Wealth Management Limited FCA authorised?
Yes, Cedar Wealth Management Limited (FRN 599639) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since September 2013 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Cedar Wealth Management’s phone number?
The FCA register lists the phone number 0117 370 6440 for Cedar Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Cedar Wealth Management a scam or clone?
Cedar 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 Cedar 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 Cedar Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Cedar Wealth Management?
Companies House lists 2 people with significant control of Cedar Wealth Management: Mr Nicholas Beatty (50–75% of shares) and Mrs Wendy Elizabeth Beatty (25–50% of shares).
Who runs Cedar Wealth Management?
Companies House lists one director of Cedar Wealth Management: Nicholas Beatty.
How long has Cedar Wealth Management been in business?
The company was formed on 8 December 2005, and has held its current FCA authorisation since September 2013.
What do Cedar Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £31.8k (+34% from £23.6k).

Sources and links

The full report on Cedar Wealth Management Limited

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