Efinity Wealth Limited
Reference number: 1019478
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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 2 years
- Protected through the principal
- No FCA actions
- Active company since 2024
- Accounts filed up to 30 November 2025
Responsible principal firm
Quilter Financial Services Limited Reference number: 440703 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.
- Efinity Wealth Limited (FRN 1019478) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Efinity Wealth's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Efinity Wealth, 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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Phone number
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Address
7 Manchester Road, Warrington, Warrington, WA1 3AB, United Kingdom
In the full report: 3 background checks
- When efinitywealth.co.uk first appeared online, and whether it can receive email
- What kind of line 0161 676 8999 is
- Who else gives the postcode WA1 3AB
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Quilter Financial Services 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
- 15477028 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 9 February 2024 (2 years old)
- Registered office
- 7 Manchester Road, Warrington, WA1 3AB, England
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Charles Robert Davies | Director | Feb 1986 | 9 Feb 2024 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
Filed accounts and finances
Total equity
£29.3k
No earlier figure to compare
Cash at bank
£98.3k
Up £98.3k from £2
Owed within a year
£69.5k
No earlier figure to compare
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 15477028. 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
Efinity Wealth’s history from the FCA register and Companies House, newest first.
2024
24 October 2024
- Became an appointed representative
- Began trading as "Efinity Wealth"
FCA register
15 July 2024
- Efinity Investments Limited stopped being a part-owner
Companies House
9 February 2024
- Incorporated at Companies House
- Charles Robert Davies took control (75–100% of shares)
- Efinity Investments Limited became a part-owner (25–50% of shares)
- Charles Robert Davies appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms connected to Efinity Wealth
Other FCA-listed firms that share a director, phone number or address with Efinity Wealth. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Efinity Wealth
Other firms of the same type (financial adviser), nearest first.
In Warrington
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 Efinity Wealth
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
- All 7 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
Is Efinity Wealth Limited FCA authorised?
What does appointed representative mean for Efinity Wealth?
What is Efinity Wealth’s phone number and website?
Is Efinity Wealth a scam or clone?
Is my money safe with Efinity Wealth?
Who owns Efinity Wealth?
Who runs Efinity Wealth?
How long has Efinity Wealth been in business?
What do Efinity Wealth’s latest accounts show?
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