DATA Wealth Management LLP

Reference number: 446074

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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 dwmllp.com first appeared online, and whether it can receive email
  • What kind of line 07917 107953 is
  • Who else gives the postcode NR25 7AB
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Other names (1)

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

  • IFADATA Investment Management LLP Former 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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Making arrangements with a view to regulated mortgage contracts
  • 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
OC316340
Company status
Active
Company type
Limited liability partnership
Incorporated
24 November 2005 (20 years old)
Registered office
Matches the FCA register address ✓

Directors and company secretaries

Name Role Born Appointed Other companies
Caroline Elizabeth Freeth LLP designated member Sep 1962 24 Nov 2005 None
Paul Martin Freeth LLP designated member May 1960 24 Nov 2005 None
Jack William Teasdale Freeth LLP designated member Aug 1991 6 Apr 2018 None
Fiona Elizabeth Freeth LLP designated member Apr 1994 1 May 2026 None

In the full report: every company its directors have run

  • Confirmation that these 4 directors run no other company
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Filed accounts and finances

Year to 31 March 2025Micro-entity accountsNot audited

Employees (average)

0

Same as 0

Owed within a year

£6,947

+363% from £1,500

The accounts for the year to 31 March 2025 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £266k, for the year to 30 June 2021.

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • 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 OC316340. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (6) All events (13)

2018

16 February 2018

  • Changed its registered name from "IFADATA Investment Management LLP"

FCA register

2016

26 April 2016

  • Paul Martin Freeth gained significant control

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

3 July 2006

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

FCA register

2005

24 November 2005

  • Incorporated at Companies House

Companies House

In the full report: all 13 events

  • All 13 events in its history (6 shown here)
  • Every director appointment and resignation: 4
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Firms like DATA Wealth Management

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

In the Norwich (NR) postcode area

Alan Boswell & Company LimitedNorwichAuthorisedAcorn Wealth Management Group LimitedNorwichAuthorisedADMS Asset Management LimitedNorwichAuthorisedBroadland Consultants LtdNorwichAuthorisedBuxton Beresford Financial Planning LtdNorwichAuthorisedCapital Tower LimitedNorwichAuthorised

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 DATA Wealth Management

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

  • Every company its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 6 years of accounts, charted
  • All 13 events in its history

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Frequently asked questions about this firm

Is DATA Wealth Management LLP FCA authorised?
Yes, DATA Wealth Management LLP (FRN 446074) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2006 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is DATA Wealth Management’s phone number and website?
The FCA register lists the phone number 07917 107953 and the website dwmllp.com for DATA Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is DATA Wealth Management a scam or clone?
DATA 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 DATA 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 DATA Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns DATA Wealth Management?
Companies House lists one person with significant control of DATA Wealth Management: Mr Paul Martin Freeth (can appoint and remove the board).
Who runs DATA Wealth Management?
Companies House lists 4 directors of DATA Wealth Management: Caroline Elizabeth Freeth, Paul Martin Freeth, Jack William Teasdale Freeth and Fiona Elizabeth Freeth.
How long has DATA Wealth Management been in business?
The company was formed on 24 November 2005, and has held its current FCA authorisation since July 2006.
What do DATA Wealth Management’s latest accounts show?
Does DATA Wealth Management use any other names?
It has previously used the name IFADATA Investment Management LLP.

Sources and links

The full report on DATA Wealth Management LLP

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