Chetwood Wealth Management Ltd

Reference number: 195024

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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.

In the full report: 3 background checks

  • When chetwoodwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 01823 666809 is, and the other firm that gives it
  • Who else gives the postcode TA21 8RD
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Other names (8)

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

  • Chetwood Private Wealth Trading name
  • Kellands Chetwood Limited Former name
  • Kellands (Minehead) Limited Former name
  • Chetwood Efficient Investor Former trading name
  • Chetwood Financial Management Former trading name
  • Chetwood Mortgage Services Former trading name
  • Chetwood Wealth Club Former trading name
  • Kelly Jenkins De Mel Former trading name

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 (4 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
  • 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
04021559
Company status
Active
Company type
Private limited company
Incorporated
26 June 2000 (26 years old)
Registered office
St Denys House, 22 East Hill, St. Austell, Cornwall, PL25 4TR
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Paul William Feeney Director Nov 1963 21 Jan 2026 66 other companies
Grant Thomas Hotson Director Sep 1971 21 Jan 2026 2 other companies
Howard Philip Barnes Director Jan 1973 5 May 2026 None

Other companies run by these 3 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
66
closed down
7
are FCA-registered
23

In the full report: all 66 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 23 on the FCA register
  • The 2 companies these 3 directors run together
  • All 7 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 June 2025Small company accountsNot audited

Net assets

£418k

−78% from £1.93m

Cash at bank

£814k

+2.1% from £798k

Employees (average)

33

−5.7% from 35

Owed within a year

£814k

+5.7% from £770k

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
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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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 04021559. 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

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

Key events (14) All events (38)

2025

28 July 2025

  • Bb Shelf 4 LLP gave up control
  • Canary UK Holdco Limited took control (75–100% of shares)

Companies House

13 June 2025

  • Bb Shelf 4 LLP took control (75–100% of shares)
  • Langley Marsh Limited gave up control

Companies House

2020

28 February 2020

  • Langley Marsh Limited took control (75–100% of shares)
  • Mark William Pendarves gave up control

Companies House

2016

6 April 2016

  • Mark William Pendarves took control (50–75% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2010

22 November 2010

  • Changed its registered name from "Kellands Chetwood Limited"

FCA register

2003

4 June 2003

  • Changed its registered name from "Kellands (Minehead) Limited"

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

28 February 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 38 events

  • All 38 events in its history (14 shown here)
  • Every director appointment and resignation: 9
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Firms connected to Chetwood Wealth Management

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

connected firms
3
share a director
2
share its phone number
1

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (2), the same phone number (1), the same postcode (1)
  • Who links each one: the named directors, with dates
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Firms like Chetwood Wealth Management

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

In Wellington

Generation Wealth LtdWellingtonAuthorisedMJC Financial Planning LimitedWellingtonAuthorisedThomas Penn Partnership LtdWellingtonAuthorisedChetwood Private Wealth LimitedWellingtonAppointed representativeMichael Milne Wealth Management LtdWellingtonAppointed representativeNuttall Wealth Management LtdWellingtonAppointed 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 Chetwood Wealth Management

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

  • 66 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 38 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Chetwood Wealth Management Ltd FCA authorised?
Yes, Chetwood Wealth Management Ltd (FRN 195024) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Chetwood Wealth Management’s phone number and website?
The FCA register lists the phone number 01823 666809 and the website chetwoodwm.co.uk for Chetwood Wealth Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Chetwood Wealth Management a scam or clone?
Chetwood 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 Chetwood 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 Chetwood Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Chetwood Wealth Management?
Chetwood Wealth Management is owned by Canary UK Holdco Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 28 July 2025. Before that, it was controlled by Bb Shelf 4 LLP, Mr Mark William Pendarves and Langley Marsh Limited.
Who runs Chetwood Wealth Management?
Companies House lists 3 directors of Chetwood Wealth Management: Paul William Feeney, Grant Thomas Hotson and Howard Philip Barnes.
How long has Chetwood Wealth Management been in business?
The company was formed on 26 June 2000, and has held its current FCA authorisation since December 2001.
What do Chetwood Wealth Management’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £418k (−78% from £1.93m) and cash at bank of £814k (+2.1% from £798k).
Does Chetwood Wealth Management use any other names?
It trades as Chetwood Private Wealth. It has previously used 7 other names, including Kellands Chetwood Limited, Kellands (Minehead) Limited and Chetwood Efficient Investor.

Sources and links

The full report on Chetwood Wealth Management Ltd

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