Forest Wealth Management Ltd

Reference number: 1053787

Instant download

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

Patterson-Mills Financial Planning Limited Reference number: 774841 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.
  • Forest Wealth Management Ltd (FRN 1053787) is an AR of Patterson-Mills Financial Planning Limited (FRN 774841). When you use Forest Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Forest 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.

In the full report: 3 background checks, 2 things worth a closer look

  • When forestwealthuk.com first appeared online, and whether it can receive email
  • What kind of line 07581 227022 is
  • Whether WC2H 9JQ is a shared office: 187 other firms give it
Instant PDF download

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Patterson-Mills Financial Planning 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
16872019
Company status
Active
Company type
Private limited company
Incorporated
24 November 2025 (less than a year old)
Registered office
71-75 Shelton Street, London, WC2H 9JQ, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Jennifer Toon-Davenport Director Nov 1984 24 Nov 2025 4 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
4
closed down
3
still active
1

In the full report: all 4 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
Instant PDF download

Key dates in its history

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

2026

20 April 2026

  • Became an appointed representative

FCA register

2025

24 November 2025

  • Incorporated at Companies House
  • Jennifer Toon-Davenport took control (75–100% of shares)
  • Jennifer Toon-davenport appointed as a director

Companies House

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

Firms like Forest Wealth Management

Other firms of the same type (insurance broker), nearest first.

In London

Airbnb UK Services LimitedLondonAppointed representativeKlarna Premium Services LtdLondonAppointed representativeTelus Health (U.K) LtdLondonAppointed representativeTurk Hava Yollari Anonim Ortakligi (Turkish Airlinesinc)LondonAppointed representativeQatar Airways QCSCLondonAppointed representativeEE LimitedLondonAppointed 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 Forest Wealth Management

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

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details, 2 flagged
  • All 4 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Forest Wealth Management Ltd FCA authorised?
Forest Wealth Management Ltd (FRN 1053787) 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 Forest 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. Forest Wealth Management Ltd (FRN 1053787) is an AR of Patterson-Mills Financial Planning Limited (FRN 774841). When you use Forest Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Forest 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 Forest Wealth Management’s phone number and website?
The FCA register lists the phone number 07581 227022 and the website forestwealthuk.com for Forest Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Forest Wealth Management a scam or clone?
Forest 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 Forest Wealth Management?
Protection works through Patterson-Mills Financial Planning Limited, the principal firm responsible for Forest Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Forest Wealth Management?
Companies House lists one person with significant control of Forest Wealth Management: Mrs Jennifer Toon-Davenport (75–100% of shares).
Who runs Forest Wealth Management?
Companies House lists one director of Forest Wealth Management: Jennifer Toon-Davenport.
How long has Forest Wealth Management been in business?
The company was formed on 24 November 2025.

Sources and links

The full report on Forest Wealth Management Ltd

£19.99 · Instant PDF download

Loading secure checkout…