Cortex Wealth Management Ltd

Reference number: 916184

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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, 1 thing worth a closer look

  • When cortexwm.com first appeared online, and whether it can receive email
  • What kind of line 07710 243540 is
  • Who else gives the postcode BD16 1PE
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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 (3 permissions)
  • Advising on investments (except 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
06977998
Company status
Active
Company type
Private limited company
Incorporated
31 July 2009 (17 years old)
Registered office
4a Russell Court Wool Gate, Cottingley Business Park, Bingley, West Yorkshire, BD16 1PE, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Daniel James Wurzal Director Feb 1972 3 Aug 2009 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
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
  • All 2 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

£132k

+3% from £128k

Cash at bank

£184k

+10% from £167k

Employees (average)

2

Same as 2

Owed within a year

£60.3k

+27% from £47.5k

Net assets

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 06977998. 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

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

Key events (4) All events (9)

2020

1 November 2020

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

FCA register

2016

7 April 2016

  • Daniel James Wurzal became the majority owner (50–75% of shares)

Companies House

2009

31 July 2009

  • Incorporated at Companies House

Companies House

In the full report: all 9 events

  • All 9 events in its history (4 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Cortex Wealth Management

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

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

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

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

In Bingley

Angela Millar Wealth Management LtdBingleyAppointed representativeAspireLane Wealth Planning LtdBingleyAppointed representativeDarren MartinBingleyAppointed representativeKaren Leanne VickersBingleyAppointed 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 Cortex 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
  • 3 background checks on its contact details, 1 flagged
  • 7 years of accounts, charted
  • All 9 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Cortex Wealth Management Ltd FCA authorised?
Yes, Cortex Wealth Management Ltd (FRN 916184) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2020 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Cortex Wealth Management’s phone number and website?
The FCA register lists the phone number 07710 243540 and the website cortexwm.com for Cortex Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Cortex Wealth Management a scam or clone?
Cortex 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 Cortex 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 Cortex Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Cortex Wealth Management?
Companies House lists one person with significant control of Cortex Wealth Management: Mr Daniel James Wurzal (50–75% of shares).
Who runs Cortex Wealth Management?
Companies House lists one director of Cortex Wealth Management: Daniel James Wurzal.
How long has Cortex Wealth Management been in business?
The company was formed on 31 July 2009, and has held its current FCA authorisation since November 2020.
What do Cortex Wealth Management’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £132k (+3% from £128k) and cash at bank of £184k (+10% from £167k).

Sources and links

The full report on Cortex Wealth Management Ltd

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