Forte Wealth Partners Limited

Reference number: 1057105

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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

OPUS Independent Financial Planning Limited Reference number: 529492 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.
  • Forte Wealth Partners Limited (FRN 1057105) is an AR of OPUS Independent Financial Planning Limited (FRN 529492). When you use Forte Wealth Partners's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Forte Wealth Partners, 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

    07890 965517

  • Address

    55 Abbeygate Street, Bury St. Edmunds, Suffolk, IP33 1LB, United Kingdom

In the full report: 2 background checks

  • What kind of line 07890 965517 is
  • Who else gives the postcode IP33 1LB
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through OPUS Independent 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
17181281
Company status
Active
Company type
Private limited company
Incorporated
27 April 2026 (less than a year old)
Registered office
55 Abbeygate Street, Bury St Edmunds, IP33 1LB, England
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Siobhan Cordery Director Dec 1976 27 Apr 2026 1 other company
Simon Rees Director Mar 1989 27 Apr 2026 6 other companies

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
6
closed down
1
run together
1

In the full report: all 6 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
  • The 1 company these 2 directors run together
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Key dates in its history

Forte Wealth Partners’s history from the FCA register and Companies House, newest first.

Key events (4) All events (7)

2026

26 June 2026

  • Became an appointed representative

FCA register

27 April 2026

  • Incorporated at Companies House
  • Simon Rees became a part-owner (25–50% of shares)
  • Siobhan Cordery became a part-owner (25–50% of shares)

Companies House

In the full report: all 7 events

  • All 7 events in its history (4 shown here)
  • Every director appointment and resignation: 2
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Firms like Forte Wealth Partners

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

In Bury St. Edmunds

Chandler House Financial Planning LtdBury St. EdmundsAppointed representativeChristopher Lloyd Financial Planning LtdBury St. EdmundsAppointed representativeDean J. Last Wealth Management LtdBury St. EdmundsAppointed representativeFairfield Money LimitedBury St. EdmundsAppointed representativeFinPlanPro LTDBury St. EdmundsAppointed representativeMartin O'LearyBury St. EdmundsAppointed 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 Forte Wealth Partners

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

  • 6 other companies its directors have run, named
  • 2 background checks on its contact details
  • All 7 events in its history

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Frequently asked questions about this firm

Is Forte Wealth Partners Limited FCA authorised?
Forte Wealth Partners Limited (FRN 1057105) 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 Forte Wealth Partners?
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 Wealth Partners Limited (FRN 1057105) is an AR of OPUS Independent Financial Planning Limited (FRN 529492). When you use Forte Wealth Partners's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Forte Wealth Partners, 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 Forte Wealth Partners’ phone number?
The FCA register lists the phone number 07890 965517 for Forte Wealth Partners. If you were given different contact details, use these to check with the firm before going any further.
Is Forte Wealth Partners a scam or clone?
Forte Wealth Partners 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 Forte Wealth Partners?
Protection works through OPUS Independent Financial Planning Limited, the principal firm responsible for Forte Wealth Partners's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Forte Wealth Partners?
Companies House lists 2 people with significant control of Forte Wealth Partners: Ms Siobhan Cordery (25–50% of shares) and Mr Simon Rees (25–50% of shares).
Who runs Forte Wealth Partners?
Companies House lists 2 directors of Forte Wealth Partners: Siobhan Cordery and Simon Rees.
How long has Forte Wealth Partners been in business?
The company was formed on 27 April 2026.

Sources and links

The full report on Forte Wealth Partners Limited

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