Fortus Wealth Management Limited

Reference number: 985590

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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

Julian Harris Financial Consultants Reference number: 153566 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.
  • Fortus Wealth Management Limited (FRN 985590) is an AR of Julian Harris Financial Consultants (FRN 153566). When you use Fortus Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Fortus 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.

  • No website on the FCA register

  • Phone number

    07944 759495

  • Address

    Fortus Wealth Management Ltd, Equinox House, Clifton Park, Shipton Road, York, YO30 5PA, United Kingdom

In the full report: 2 background checks

  • What kind of line 07944 759495 is
  • Who else gives the postcode YO30 5PA
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Fortus Wealth Management (North) Limited Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Julian Harris Financial Consultants, 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
14218497
Company status
Active
Company type
Private limited company
Incorporated
6 July 2022 (4 years old)
Registered office
Equinox House, Clifton Park, Shipton Road, York, Yorkshire, YO30 5PA, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Dominic Joseph Marley Director Sep 1973 1 Oct 2022 1 other company
Craig Robert Herbert Director Dec 1982 18 Jan 2023 42 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
43
closed down
31
still active
12

In the full report: all 43 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 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Total equity

£39.7k

+205% from £13.0k

Cash at bank

£7,220

−35% from £11.0k

Employees (average)

2

−50% from 4

Owed within a year

£50.1k

+182% from £17.8k

Assets and liabilities

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 14218497. 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

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

Key events (7) All events (15)

2025

8 July 2025

  • Changed its registered name from "Fortus Wealth Management (North) Limited"

FCA register

2024

30 April 2024

  • Fortus Holdings Limited became a part-owner (25–50% of shares)
  • Fortus Limited stopped being a part-owner

Companies House

2023

31 March 2023

  • Dominic Joseph Marley became the majority owner (50–75% of shares)

Companies House

2022

19 October 2022

  • Became an appointed representative

FCA register

6 July 2022

  • Incorporated at Companies House
  • Fortus Limited became a part-owner (25–50% of shares)

Companies House

In the full report: all 15 events

  • All 15 events in its history (7 shown here)
  • Every director appointment and resignation: 8
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Firms like Fortus Wealth Management

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

In York

Capin Partners LLPYorkAppointed representativeCherry Tree Financial LTDYorkAppointed representativeCMM Wealth Management LtdYorkAppointed representativeCrossfield Financial PlanningYorkAppointed representativeFewell Wealth Management LimitedYorkAppointed representativeFulcrum Financial LtdYorkAppointed 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 Fortus Wealth Management

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

  • 43 other companies its directors have run, named
  • 2 background checks on its contact details
  • All 15 events in its history

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Frequently asked questions about this firm

Is Fortus Wealth Management Limited FCA authorised?
Fortus Wealth Management Limited (FRN 985590) 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 Fortus 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. Fortus Wealth Management Limited (FRN 985590) is an AR of Julian Harris Financial Consultants (FRN 153566). When you use Fortus Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Fortus 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 Fortus Wealth Management’s phone number?
The FCA register lists the phone number 07944 759495 for Fortus Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Fortus Wealth Management a scam or clone?
Fortus 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 Fortus Wealth Management?
Protection works through Julian Harris Financial Consultants, the principal firm responsible for Fortus Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Fortus Wealth Management?
Companies House lists 2 people with significant control of Fortus Wealth Management: Mr Dominic Joseph Marley (50–75% of shares) and Fortus Holdings Limited (25–50% of shares). Before that, it was controlled by Fortus Limited.
Who runs Fortus Wealth Management?
Companies House lists 2 directors of Fortus Wealth Management: Dominic Joseph Marley and Craig Robert Herbert.
How long has Fortus Wealth Management been in business?
The company was formed on 6 July 2022.
What do Fortus Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show total equity of £39.7k (+205% from £13.0k) and cash at bank of £7,220 (−35% from £11.0k).
Does Fortus Wealth Management use any other names?
It has previously used the name Fortus Wealth Management (North) Limited.

Sources and links

The full report on Fortus Wealth Management Limited

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