Galleon Wealth Management Ltd

Reference number: 596658

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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.

In the full report: 3 background checks

  • When galleonwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01473 636688 is
  • Who else gives the postcode IP5 1AP
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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.
  • 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 (4 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
  • 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
08296234
Company status
Active
Company type
Private limited company
Incorporated
16 November 2012 (13 years old)
Registered office
2 Through Jollys, Kesgrave, Ipswich, Suffolk, IP5 2XT, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Ramon Andrew Pettitt Director Feb 1964 16 Nov 2012 5 other companies

Other companies run by its director

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
5
still active
5

In the full report: all 5 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 30 November 2025Small company accountsNot audited

Net assets

£58.5k

+98% from £29.5k

Cash at bank

£194k

+102% from £96.3k

Employees (average)

1

−50% from 2

Owed within a year

£15.9k

−64% from £44.2k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • 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 08296234. 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

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

Key events (8) All events (11)

2025

24 September 2025

  • August Group Limited gave up control
  • Ramon Andrew Pettitt took control (75–100% of shares)

Companies House

4 April 2025

  • August Group Limited took control (75–100% of shares)
  • Ramon Andrew Pettitt gave up control

Companies House

2016

1 July 2016

  • Ramon Andrew Pettitt took control (75–100% of shares)

Companies House

2013

1 July 2013

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

FCA register

2012

16 November 2012

  • Incorporated at Companies House

Companies House

In the full report: all 11 events

  • All 11 events in its history (8 shown here)
  • Every director appointment and resignation: 1
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Firms like Galleon Wealth Management

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

In Ipswich

Citrus Wealth Management LimitedIpswichAuthorisedDebenwood Financial Planning LtdIpswichAuthorisedDoug Wade Insurance ConsultantIpswichAuthorisedFraser - Hann Financial Services LimitedIpswichAuthorisedGary BunkellIpswichAuthorisedHeritage Coast Asset Management LimitedIpswichAuthorised

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 Galleon Wealth Management

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

  • 5 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 11 events in its history

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Frequently asked questions about this firm

Is Galleon Wealth Management Ltd FCA authorised?
Yes, Galleon Wealth Management Ltd (FRN 596658) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2013 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Galleon Wealth Management’s phone number and website?
The FCA register lists the phone number 01473 636688 and the website galleonwealth.co.uk for Galleon Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Galleon Wealth Management a scam or clone?
Galleon 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 Galleon 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 Galleon Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Galleon Wealth Management?
Companies House lists one person with significant control of Galleon Wealth Management: Mr Ramon Andrew Pettitt (75–100% of shares). Before that, it was controlled by August Group Limited.
Who runs Galleon Wealth Management?
Companies House lists one director of Galleon Wealth Management: Ramon Andrew Pettitt.
How long has Galleon Wealth Management been in business?
The company was formed on 16 November 2012, and has held its current FCA authorisation since July 2013.
What do Galleon Wealth Management’s latest accounts show?
Its latest accounts, to 30 November 2025, show net assets of £58.5k (+98% from £29.5k) and cash at bank of £194k (+102% from £96.3k).

Sources and links

The full report on Galleon Wealth Management Ltd

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