Forte Financial LLP
Reference number: 591953
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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 13 years
- Protected through the principal
- No FCA actions
- Active company since 2012
- Accounts filed up to 28 February 2025
- 1 thing worth a closer look in the background checks
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 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.
- Forte Financial LLP (FRN 591953) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Forte Financial's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Forte Financial, 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
167-169 Great Portland Street, Fifth Floor, London, W1W 5PF, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When forte-financial.co.uk first appeared online, and whether it can receive email
- What kind of line 020 3728 8370 is
- Whether W1W 5PF is a shared office: 137 other firms give it
Other names (1)
If you were contacted under any of these names, it is this firm.
- Forte Wealth Management Limited Former name: A name it was registered under before.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through St. James's Place Wealth Management PLC, 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
- OC377808 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 17 August 2012 (14 years old)
- Registered office
- 167-169 Great Portland Street, Fifth Floor, London, W1W 5PF, England
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Alessandro Marco Forte | LLP designated member | Jul 1968 | 17 Aug 2012 | 2 other companies |
| Thomas Joseph Leo Forte | LLP designated member | Aug 1996 | 20 Sep 2023 | None |
Other companies run by these 2 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
- 2
- still active
- 2
In the full report: all 2 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- All 10 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£538k
+13% from £477k
Employees (average)
7
Same as 7
Owed within a year
£1.20m
Up £1.11m from £84.6k
Net assets
In the full report: all 6 years of accounts
- Every year from 2020 to 2025
- The chart, over every year
- Every filed figure, year by year
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 OC377808. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Forte Financial’s history from the FCA register and Companies House, newest first.
2016
6 April 2016
- Alessandro Marco Forte took control (75–100% of shares)
Companies House
2015
8 October 2015
- Changed its registered name from "Forte Wealth Management Limited"
FCA register
1 September 2015
- Changed its registered name from "Forte Financial LLP"
FCA register
2012
27 November 2012
- Became an appointed representative
FCA register
17 August 2012
- Incorporated at Companies House
Companies House
In the full report: all 22 events
- All 22 events in its history (5 shown here)
- Every director appointment and resignation: 17
Firms like Forte Financial
Other firms of the same type (financial adviser), nearest first.
In London
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 Forte Financial
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, 1 flagged
- 6 years of accounts, charted
- All 22 events in its history
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Frequently asked questions about this firm
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Does Forte Financial use any other names?
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