Foster Bourne Wealth Management Ltd: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 7 years
Your funds are protected by FSCS
No FCA actions
Active company since 2018
Accounts filed up to 31 March 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.

Website

FBWM.co.uk (opens in a new tab)
Phone number

01273 525757
Address

Foster Bourne Wealth Management Ltd, Basepoint Business Centre, Little High Street, Shoreham-By-Sea, West Sussex, BN43 5EG, United Kingdom

In the full report: 3 background checks

When fbwm.co.uk first appeared online, and whether it can receive email
What kind of line 01273 525757 is
Who else gives the postcode BN43 5EG

Other names (3)

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

Foster Bourne Trading name: A name it trades under now.
Foster Bourne Wealth Trading name: A name it trades under now.
Foster Bourme Chartered Financial Planner Former trading name: A name it used to trade under.

FCA permissions and consumer protection

Give regulated advice FSCS may apply
A 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 apply
Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Lend or arrange credit No FSCS cover
Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
Complaints Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Show FCA detail (5 permissions)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on Pension Transfers and Pension Opt Outs
Arranging (bringing about) deals in investments
Debt-counselling
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: 11488995 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 30 July 2018 (8 years old)
Registered office: 162-164 High Street, Rayleigh, Essex, SS6 7BS, United Kingdom
Nature of business: Pension funding (SIC 65300)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Kate Louise Foster	Director	May 1970	30 Jul 2018	1 other company
Richard George Foster	Director	Oct 1960	30 Jul 2018	2 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: 2
still active: 1
went insolvent: 1

In the full report: all 2 companies, named

What each company does, and whether it is still trading
Which of these 2 directors sit on each board, and since when
The one that went into liquidation or administration
The 1 company these 2 directors run together

Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Net assets

£222k

+99% from £112k

Cash at bank

£40.8k

Up £39.3k from £1,586

Employees (average)

5

Same as 5

Owed within a year

£169k

+7.5% from £158k

Assets and liabilities

In the full report: all 6 years of accounts

Every year from 2020 to 2025
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 11488995. 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

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

Key events (8) All events (17)

2021

12 January 2021

Kate Louise Foster stopped being a part-owner
Odfb Holdings Limited took control (75–100% of shares)
Richard George Foster stopped being a part-owner

Companies House

2019

25 March 2019

Regulated by the FCA from this date
Became authorised by the FCA

FCA register

2018

30 July 2018

Incorporated at Companies House
Kate Louise Foster became a part-owner (25–50% of shares)
Richard George Foster became a part-owner (25–50% of shares)

Companies House

In the full report: all 17 events

All 17 events in its history (8 shown here)
Every director appointment and resignation: 2

Firms connected to Foster Bourne Wealth Management

Other FCA-listed firms that share a director, phone number or address with Foster Bourne Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms: 3
share its postcode: 3

In the full report: all 3 connected firms, named

How each is linked: the same postcode (3)
Who links each one: the named directors, with dates

Firms like Foster Bourne Wealth Management

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

In the Brighton (BN) postcode area

Spearpoint Consultants LimitedPolegateAppointed representative Zena TrowBrightonAppointed representative

Elsewhere in the UK

(SMT) Money Matters LimitedCrawleyAuthorised 415 LLPWantageAuthorised Absolute Sense Independent Financial Advisers LimitedElySee the register Acorn to Oaks Financial Services LtdWillenhallAuthorised

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 Foster Bourne Wealth Management

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

2 other companies its directors have run, named
3 background checks on its contact details
6 years of accounts, charted
All 17 events in its history
3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Foster Bourne Wealth Management Ltd FCA authorised?

Yes, Foster Bourne Wealth Management Ltd (FRN 820175) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since March 2019 and works as a pension transfer adviser. The FCA has placed no limits on its permissions.

What is Foster Bourne Wealth Management’s phone number and website?

The FCA register lists the phone number 01273 525757 and the website FBWM.co.uk for Foster Bourne Wealth Management. If you were given different contact details, use these to check with the firm before going any further.

Is Foster Bourne Wealth Management a scam or clone?

Foster Bourne 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 Foster Bourne Wealth Management?

Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Foster Bourne Wealth Management to the Financial Ombudsman Service, free of charge.

Who owns Foster Bourne Wealth Management?

Foster Bourne Wealth Management is owned by Odfb Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 12 January 2021. Before that, it was controlled by Mrs Kate Louise Foster and Mr Richard George Foster.

Who runs Foster Bourne Wealth Management?

Companies House lists 2 directors of Foster Bourne Wealth Management: Kate Louise Foster and Richard George Foster.

How long has Foster Bourne Wealth Management been in business?

The company was formed on 30 July 2018, and has held its current FCA authorisation since March 2019.

What do Foster Bourne Wealth Management’s latest accounts show?

Its latest accounts, to 31 March 2025, show net assets of £222k (+99% from £112k) and cash at bank of £40.8k (up £39.3k from £1,586).

Does Foster Bourne Wealth Management use any other names?

It trades as Foster Bourne and Foster Bourne Wealth. It has previously used the name Foster Bourme Chartered Financial Planner.