Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 5 years
- Protected through the principal
- No FCA actions
- Active company since 2020
- Accounts filed up to 31 December 2025
- Its whole board of directors changed in October 2024
Responsible principal firm
Foundation Investment Management Limited Reference number: 612117 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Connectus Wealth Management Limited (FRN 940624) is an AR of Foundation Investment Management Limited (FRN 612117). When you use Connectus Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Connectus Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
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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No website on the FCA register
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Phone number
-
Address
Foundation House, Scott Drive, Altrincham, Greater Manchester, WA15 8AB, United Kingdom
In the full report: 2 background checks
- What kind of line 0161 927 7222 is, and the 4 other firms that give it
- Who else gives the postcode WA15 8AB
Other names (1)
If you were contacted under any of these names, it is this firm.
- Watterson Financial Planning Trading name: A name it trades under now.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Foundation Investment Management Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
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
- 13024377 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 16 November 2020 (5 years old)
- Registered office
- Foundation House, Scott Drive, Altrincham, Cheshire, WA15 8AB, United Kingdom
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Neil Alexander | Director | Aug 1961 | 1 Oct 2024 | 13 other companies |
| Keith Horner | Director | Jul 1951 | 1 Oct 2024 | 8 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
- 14
- closed down
- 4
- went insolvent
- 1
In the full report: all 14 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- The one that went into liquidation or administration
- The 4 on the FCA register
- The 7 companies these 2 directors run together
- All 4 people who have ever been directors, with their dates
Filed accounts and finances
Profit before tax
−£69.7k
Not compared: the previous accounts cover a different length of time
Total equity
£2.19m
−18% from £2.67m
Cash at bank
£506k
+45% from £350k
Owed within a year
£124k
+24% from £100k
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
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 13024377. 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
Connectus Wealth Management’s history from the FCA register and Companies House, newest first.
2024
1 October 2024
- Board replaced: both directors left and 2 new directors took over
- Greystone Financial Services (Holdings) Limited took control (75–100% of shares)
Companies House
30 September 2024
- Connectus Wealth Group Limited gave up control
Companies House
2020
9 December 2020
- Became an appointed representative
FCA register
16 November 2020
- Incorporated at Companies House
- Connectus Wealth Group Limited took control (75–100% of shares)
Companies House
In the full report: all 17 events
- All 17 events in its history (6 shown here)
- Every director appointment and resignation: 10
Firms connected to Connectus Wealth Management
Other FCA-listed firms that share a director, phone number or address with Connectus Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 4
- share a director
- 3
- share its phone number
- 4
In the full report: all 4 connected firms, named
- How each is linked: shared directors (3), the same phone number (4), the same postcode (4)
- Who links each one: the named directors, with dates
- 1 past link through former directors
Firms like Connectus Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Altrincham
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 Connectus Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 14 other companies its directors have run, named
- 2 background checks on its contact details
- 5 years of accounts, charted
- All 17 events in its history
- 4 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk