Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
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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Phone number
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Address
11 Woodhill Crescent, Harrow, HA3 0LU, United Kingdom
In the full report: 2 background checks
- What kind of line 07958 041511 is
- Who else gives the postcode HA3 0LU
Other names (1)
If you were contacted under any of these names, it is this firm.
- Fortress Wealth Management Ltd Former name: A name it was registered under before.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (10 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on regulated mortgage contracts
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt-counselling
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
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
- 10986045 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 28 September 2017 (9 years old)
- Registered office
- 11 Woodhill Crescent, Kenton, Harrow, HA3 0LU, United Kingdom
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Rajesh Patel | Director | Feb 1982 | 28 Sep 2017 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
Filed accounts and finances
Total equity
£66.5k
+12% from £59.4k
Employees (average)
1
Same as 1
Owed within a year
£12.4k
+24% from £10.0k
Assets and liabilities
In the full report: all 8 years of accounts
- Every year from 2019 to 2026
- 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 10986045. 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
Fortress Financial’s history from the FCA register and Companies House, newest first.
2023
6 November 2023
- FCA recorded a standard requirement (Financial Promotions for own firm, ARs and other members of the group)
FCA register
11 January 2023
- Changed its registered name from "Fortress Wealth Management Ltd"
FCA register
2019
22 May 2019
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2017
28 September 2017
- Incorporated at Companies House
- Rajesh Patel took control (75–100% of shares)
- Rajesh Patel appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms like Fortress Financial
Other firms of the same type (mortgage adviser or broker), nearest first.
In Harrow
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 Fortress Financial
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
- 8 years of accounts, charted
- All 7 events in its history
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Frequently asked questions about this firm
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What do Fortress Financial’s latest accounts show?
Does Fortress Financial use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk