No longer an appointed representative
This firm is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Registration ended 31 January 2025.
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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No website on the FCA register
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Last known phone number
07775 554289
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Last known address
Maeve House, Pembroke Road, Woking, Surrey, GU22 7ED, United Kingdom
In the full report: 2 background checks
- What kind of line 07775 554289 is
- Who else gives the postcode GU22 7ED
Other names (2)
If you were contacted under any of these names, it is this firm.
- PennellsFinancialPlanning Limited Former name: A name it was registered under before.
- PFP Former trading name: A name it used to trade under.
Past FCA permissions and consumer protection
- The record is closedCover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.
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
- 16129055 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 10 December 2024 (1 year old)
- Registered office
- Maeve House, Pembroke Road, Woking, GU22 7ED, England
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Nicolas John Pennells | Director | Aug 1978 | 10 Dec 2024 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
Filed accounts and finances
Net assets
−£3,004
No earlier figure to compare
Employees (average)
1
No earlier figure to compare
Owed within a year
£3,004
No earlier figure to compare
Net assets are negative: on its last balance sheet the company owed £3,004 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 16129055. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Fortis Wealth Management’s history from the FCA register and Companies House, newest first.
2025
24 April 2025
- Changed its registered name from "PennellsFinancialPlanning Limited"
FCA register
31 January 2025
- Stopped being an appointed representative
FCA register
2024
10 December 2024
- Incorporated at Companies House
- Nicolas John Pennells took control (75–100% of shares)
Companies House
In the full report: all 8 events
- All 8 events in its history (4 shown here)
- Every director appointment and resignation: 1
Firms like Fortis Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Woking
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 Fortis Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 2 background checks on its contact details
- All 8 events in its history
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Frequently asked questions about this firm
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What do Fortis Wealth Management’s latest accounts show?
Does Fortis Wealth Management use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Report a scam to the FCA fca.org.uk