Fb Wealth Management Limited: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 15 years
Your funds are protected by FSCS
No FCA actions
Active company since 2010

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.

Website

fbwealth.co.uk (opens in a new tab)
Phone number

0333 112 2211
Address

26 South St. Marys Gate, Grimsby, DN31 1LW, United Kingdom

In the full report: 3 background checks

When fbwealth.co.uk first appeared online, and whether it can receive email
What kind of line 0333 112 2211 is
Who else gives the postcode DN31 1LW

Other names (4)

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

FB Wealth Trading name: A name it trades under now.
Forrester Boyd Wealth Management Trading name: A name it trades under now.
Later Life Solutions Trading name: A name it trades under now.
Forrester Boyd Former trading name: A name it used to trade under.

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.
Sell or arrange insurance FSCS may apply
Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
Lend or arrange credit No FSCS cover
Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
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 (7 permissions)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on Pension Transfers and Pension Opt Outs
Arranging (bringing about) deals in investments
Assisting in the administration and performance of a contract of insurance
Credit Broking
Debt-counselling
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: 07312958 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 13 July 2010 (16 years old)
Registered office: 26 South St. Marys Gate, Grimsby, DN31 1LW, England
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Neil Boulton	Director	May 1959	1 Jan 2017	None
Philip George	Director	Mar 1987	27 Jun 2019	1 other company
Philip Ivor Davison Jones	Director	Apr 1970	18 Oct 2019	None
Carrie Anne Jensen	Director	Nov 1990	12 Dec 2022	6 other companies
Kevin Stuart Hopper	Director	Nov 1979	1 Apr 2025	8 other companies
Rachel Marie Duncalf	Director	Mar 1986	1 Oct 2026	1 other company
Dale Andrew Regan	Director	Sep 1981	1 Oct 2026	None

Other companies run by these 7 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: 12
closed down: 2
went insolvent: 1

In the full report: all 12 companies, named

What each company does, and whether it is still trading
Which of these 7 directors sit on each board, and since when
The one that went into liquidation or administration
The one on the FCA register
The 3 companies these 7 directors run together
All 15 people who have ever been directors, with their dates

Key dates in its history

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

Key events (5) All events (38)

2021

14 October 2021

Fb Wealth Management Trustees Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

Regulated by the FCA from this date

FCA register

2011

1 April 2011

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

FCA register

2010

13 July 2010

Incorporated at Companies House

Companies House

In the full report: all 38 events

All 38 events in its history (5 shown here)
Every director appointment and resignation: 23

Firms connected to Fb Wealth Management

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

connected firm: 1
share a director: 1

In the full report: the connected firm, named

How it is linked: shared directors (1)
Who links it to this firm: the named directors, with dates

Firms like Fb Wealth Management

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

In Grimsby

Evolve Wealth LimitedGrimsbyAuthorised Derek JordanGrimsbyAppointed representative John Paul DuckworthGrimsbyAppointed representative Mathew Burrows Financial Planning LimitedGrimsbyAppointed representative MKG Wealth Management LimitedGrimsbyAppointed 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 Fb Wealth Management

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

12 other companies its directors have run, named
3 background checks on its contact details
All 38 events in its history
1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Fb Wealth Management Limited FCA authorised?

Yes, Fb Wealth Management Limited (FRN 531632) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2011 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Fb Wealth Management’s phone number and website?

The FCA register lists the phone number 0333 112 2211 and the website fbwealth.co.uk for Fb Wealth Management. If you were given different contact details, use these to check with the firm before going any further.

Is Fb Wealth Management a scam or clone?

Fb 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 Fb 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 Fb Wealth Management to the Financial Ombudsman Service, free of charge.

Who owns Fb Wealth Management?

Companies House lists one person with significant control of Fb Wealth Management: Fb Wealth Management Trustees Limited (75–100% of shares).

Who runs Fb Wealth Management?

Companies House lists 7 directors of Fb Wealth Management: Neil Boulton, Philip George, Philip Ivor Davison Jones, Carrie Anne Jensen, Kevin Stuart Hopper, Rachel Marie Duncalf and 1 more.

How long has Fb Wealth Management been in business?

The company was formed on 13 July 2010, and has held its current FCA authorisation since April 2011.

Does Fb Wealth Management use any other names?

It trades as FB Wealth, Forrester Boyd Wealth Management and Later Life Solutions. It has previously used the name Forrester Boyd.