Fellmont Wealth Ltd
Reference number: 1029543
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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.
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Phone number
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Address
Fellmont Wealth Ltd, Station House, Stamford New Road, Altrincham, WA14 1EP, United Kingdom
In the full report: 3 background checks
- When fellmontwealth.co.uk first appeared online, and whether it can receive email
- What kind of line 0161 710 3155 is
- Who else gives the postcode WA14 1EP
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 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
- Making arrangements with a view to transactions in investments
Limits on what they may do
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Restriction on regulated activities, effective from 07/04/2026.
Requirements The Firm will only onboard or otherwise advise clients currently or formerly advised by David Kneale Financial Management (FRN 228877) (“DKFM”) other than those set out in the Annex to this document, with the FCA’s prior written consent. The Firm must notify the FCA within seven days of becoming aware of any current or former director, shareholder or employee of DKFM, or any Person with which DKFM held a business relationship (including Persons from which DKFM received client referrals/introductions): a. seeking to acquire shares in the Firm; and b. acquiring shares in the Firm. For the avoidance of doubt, this Requirement does not remove the need for any relevant Change in Control notification(s) as required by relevant legislation, or changes in close links, or otherwise as required by the FCA Handbook. The Firm must notify the FCA if the Firm intends to engage or employ the services of any current or former director, shareholder or employee of DKFM, or any person which DKFM held a business relationship (including Persons from which DKFM received client referrals/introductions), in any capacity. This includes but is not limited to: (a) as an employee, director, consultant or agent; and/or (b) making referrals/introductions of clients or business to and/or receiving referrals/introductions of clients or business from. The Firm must not engage or employ the services of any Persons captured under this Requirement without first providing notification to the FCA in accordance with this Requirement.
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
- 16088985 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 19 November 2024 (1 year old)
- Registered office
- Saffery Trinity, 16 John Dalton Street, Manchester, M2 6HY, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Alexander William Edward Lane | Director | Apr 1998 | 19 Nov 2024 | 2 other companies |
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 companies
- 2
- closed down
- 1
- still active
- 1
In the full report: all 2 companies, 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
Filed accounts and finances
Total equity
−£15.1k
No earlier figure to compare
Employees (average)
0
No earlier figure to compare
Owed within a year
£15.1k
No earlier figure to compare
Total equity is negative: on its last balance sheet the company owed £15.1k more than it owned.
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 16088985. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Fellmont Wealth’s history from the FCA register and Companies House, newest first.
2026
7 April 2026
- Regulated by the FCA from this date
- FCA imposed a requirement (Restriction on regulated activities, effective from 07/04/2026.)
- Became authorised by the FCA
FCA register
2024
19 November 2024
- Incorporated at Companies House
- Valka Limited took control (75–100% of shares)
Companies House
In the full report: all 8 events
- All 8 events in its history (5 shown here)
- Every director appointment and resignation: 1
Firms connected to Fellmont Wealth
Other FCA-listed firms that share a director, phone number or address with Fellmont Wealth. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 4
- share its postcode
- 4
In the full report: all 4 connected firms, named
- How each is linked: the same postcode (4)
- Who links each one: the named directors, with dates
Firms like Fellmont Wealth
Other firms of the same type (financial adviser), nearest first.
In Altrincham
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 Fellmont Wealth
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 2 other companies its directors have run, named
- 3 background checks on its contact details
- All 8 events in its history
- 4 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk