Cheltenham Wealth Financial Practice Ltd
Reference number: 195949
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.
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Phone number
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Address
12-14 Rodney Road, Cheltenham, Gloucestershire, GL50 1JJ, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- What a page on cheltenhamwealthfinancialltd.squarespace.com means for checking this firm
- What kind of line 01242 243357 is
- Who else gives the postcode GL50 1JJ
Other names (1)
If you were contacted under any of these names, it is this firm.
- Kellands (Cheltenham) Limited Former name: A name it was registered under before.
FCA permissions and consumer protection
- 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.
- 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.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- 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)
- Advising on P2P agreements
- 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
- 04021565 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 26 June 2000 (26 years old)
- Registered office
- 12-14 Rodney Road, Cheltenham, Gloucester, GL50 1JJ
- Nature of business
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- Life insurance (SIC 65110)
- Non-life insurance (SIC 65120)
- Life reinsurance (SIC 65201)
- Pension funding (SIC 65300)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Marilyn Rita Brien | Director | Jan 1951 | 16 Nov 2000 | 1 other company |
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
- still active
- 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
- All 3 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£20.0k
−52% from £42.0k
Employees (average)
2
Same as 2
Owed within a year
£90.7k
−50% from £183k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2019 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 04021565. 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
Cheltenham Wealth Financial Practice’s history from the FCA register and Companies House, newest first.
2017
23 October 2017
- Changed its registered name from "Kellands (Cheltenham) Limited"
FCA register
26 June 2017
- Marilyn Rita Brien took control (75–100% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2001
1 December 2001
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
11 June 2001
- Regulated by the Personal Investment Authority from this date
FCA register
2000
26 June 2000
- Incorporated at Companies House
Companies House
In the full report: all 16 events
- All 16 events in its history (7 shown here)
- Every director appointment and resignation: 3
Firms like Cheltenham Wealth Financial Practice
Other firms of the same type (financial adviser), nearest first.
In Cheltenham
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 Cheltenham Wealth Financial Practice
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, 1 flagged
- 7 years of accounts, charted
- All 16 events in its history
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Frequently asked questions about this firm
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Does Cheltenham Wealth Financial Practice 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