Equium Wealth Management Limited

Reference number: 787277

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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.

Responsible principal firm

The On-Line Partnership Limited Reference number: 192638 Authorised 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.
  • Equium Wealth Management Limited (FRN 787277) is an AR of The On-Line Partnership Limited (FRN 192638). When you use Equium Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Equium 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.

  • No website on the FCA register

  • Phone number

    01522 837204

  • Address

    Equium Wealth Management Limited, Sparkhouse, Rope Walk, Lincoln, LN6 7DQ, United Kingdom

In the full report: 2 background checks

  • What kind of line 01522 837204 is
  • Who else gives the postcode LN6 7DQ
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through The On-Line Partnership 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, free
    You 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
10812382
Company status
Active
Company type
Private limited company
Incorporated
9 June 2017 (9 years old)
Registered office
Moor Farm Owmby Lane, North Kelsey Moor, Market Rasen, Lincolnshire, LN7 6HE, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Morton Shadley Weir Director Nov 1970 9 Jun 2017 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 30 June 2026Micro-entity accountsNot audited

Total equity

£5,904

No earlier figure to compare

Employees (average)

1

−50% from 2

Owed within a year

£25.7k

+13% from £22.7k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • 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 10812382. 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

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

2019

25 September 2019

  • Diane Weir became a part-owner (25–50% of shares)

Companies House

2017

22 August 2017

  • Became an appointed representative

FCA register

9 June 2017

  • Incorporated at Companies House
  • Morton Shadley Weir took control (50–75% of shares)
  • Morton Shadley Weir appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms connected to Equium Wealth Management

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

connected firms
3
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Equium Wealth Management

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

In Lincoln

Carr Financial LtdLincolnAppointed representativeChris CutlerLincolnAppointed representativeEmma Storey Independent Financial Planning LtdLincolnAppointed representativeJCM Financial Planning LimitedLincolnAppointed representativeJRF Financial Planning LimitedLincolnAppointed representativeM Jones & Co Wealth ManagementLincolnAppointed 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 Equium 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
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 5 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Equium Wealth Management Limited FCA authorised?
Equium Wealth Management Limited (FRN 787277) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Equium Wealth Management?
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. Equium Wealth Management Limited (FRN 787277) is an AR of The On-Line Partnership Limited (FRN 192638). When you use Equium Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Equium 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.
What is Equium Wealth Management’s phone number?
The FCA register lists the phone number 01522 837204 for Equium Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Equium Wealth Management a scam or clone?
Equium 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 Equium Wealth Management?
Protection works through The On-Line Partnership Limited, the principal firm responsible for Equium Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Equium Wealth Management?
Companies House lists 2 people with significant control of Equium Wealth Management: Mr Morton Shadley Weir (50–75% of shares) and Mrs Diane Weir (25–50% of shares).
Who runs Equium Wealth Management?
Companies House lists one director of Equium Wealth Management: Morton Shadley Weir.
How long has Equium Wealth Management been in business?
The company was formed on 9 June 2017.
What do Equium Wealth Management’s latest accounts show?
Its latest accounts, to 30 June 2026, show total equity of £5,904 (no earlier figure to compare).

Sources and links

The full report on Equium Wealth Management Limited

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