Fortitude Wealth Management Limited

Reference number: 969706

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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

St. James's Place Wealth Management Plc Reference number: 195351 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.
  • Fortitude Wealth Management Limited (FRN 969706) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Fortitude Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Fortitude 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

  • When fortitudewealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01227 933040 is
  • Who else gives the postcode CT1 2JS
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection 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, 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
11196414
Company status
Active
Company type
Private limited company
Incorporated
8 February 2018 (8 years old)
Registered office
6-8 Longmarket, Canterbury, Kent, CT1 2JS, England
Nature of business
  • Other education not elsewhere classified (SIC 85590)

Directors and company secretaries

Name Role Born Appointed Other companies
Alex David Macintyre Director Aug 1980 8 Feb 2018 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

Year to 28 February 2026Small company accountsNot audited

Net assets

£188k

−42% from £323k

Cash at bank

£206k

−39% from £340k

Employees (average)

3

Same as 3

Owed within a year

£136k

−43% from £237k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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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 11196414. 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

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

Key events (5) All events (8)

2022

11 February 2022

  • Became an appointed representative

FCA register

18 January 2022

  • Kevin David White stopped being a part-owner

Companies House

2018

8 February 2018

  • Incorporated at Companies House
  • Alex David Macintyre took control (75–100% of shares)
  • Kevin David White became a part-owner (25–50% 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: 3
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Firms like Fortitude Wealth Management

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

In Canterbury

Archgate Wealth LtdCanterburyAppointed representativeBainbridge Financial Planning LimitedCanterburyAppointed representativeEdmonds and Simpson Wealth Management LimitedCanterburyAppointed representativeKaren WrightCanterburyAppointed representativeKreston Reeves Financial Planning Services LimitedCanterburyAppointed representativeMark James Ashley Wealth Management LtdCanterburyAppointed 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 Fortitude 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
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 8 events in its history

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Frequently asked questions about this firm

Is Fortitude Wealth Management Limited FCA authorised?
Fortitude Wealth Management Limited (FRN 969706) 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 Fortitude 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. Fortitude Wealth Management Limited (FRN 969706) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Fortitude Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Fortitude 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 Fortitude Wealth Management’s phone number and website?
The FCA register lists the phone number 01227 933040 and the website fortitudewealthmanagement.co.uk for Fortitude Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Fortitude Wealth Management a scam or clone?
Fortitude 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 Fortitude Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Fortitude Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Fortitude Wealth Management?
Companies House lists one person with significant control of Fortitude Wealth Management: Mr Alex David Macintyre (75–100% of shares). Before that, it was controlled by Mr Kevin David White.
Who runs Fortitude Wealth Management?
Companies House lists one director of Fortitude Wealth Management: Alex David Macintyre.
How long has Fortitude Wealth Management been in business?
The company was formed on 8 February 2018.
What do Fortitude Wealth Management’s latest accounts show?
Its latest accounts, to 28 February 2026, show net assets of £188k (−42% from £323k) and cash at bank of £206k (−39% from £340k).

Sources and links

The full report on Fortitude Wealth Management Limited

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