Georgetown Wealth Management LLP

Reference number: 778812

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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, 1 thing worth a closer look

  • When georgetownwealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 0141 221 2240 is
  • Who else gives the postcode G1 3PF
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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.
  • 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
SO306057
Company status
Active
Company type
Limited liability partnership
Incorporated
10 April 2017 (9 years old)
Registered office
3rd Floor, 33a Gordon Street, Glasgow, G1 3PF, Scotland

Directors and company secretaries

Name Role Born Appointed Other companies
Paul Angell LLP designated member Jan 1967 10 Apr 2017 9 other companies
Sharon Louise Angell LLP designated member Aug 1969 10 Apr 2017 None

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
9
closed down
8
still active
1

In the full report: all 9 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
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Cash at bank

£42.3k

−3.6% from £43.9k

Employees (average)

3

Same as 3

Owed within a year

£67.9k

+256% from £19.1k

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • 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 SO306057. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (5) All events (9)

2019

18 June 2019

  • Changed its registered name from "Georgetown Wealth Management LLP"

FCA register

2017

7 August 2017

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

FCA register

10 April 2017

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

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Firms connected to Georgetown Wealth Management

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Georgetown Wealth Management

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

In Glasgow

Advanced Asset Consultants LimitedGlasgowAuthorisedAdvanta Direct LtdGlasgowAuthorisedAlistair Craig Financial Services LtdGlasgowAuthorisedAml Associates Financial Services Ltd.GlasgowAuthorisedAvoca Wealth Management LtdGlasgowAuthorisedBegley Brown Financial Solutions Ltd.GlasgowAuthorised

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 Georgetown Wealth Management

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

  • 9 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 6 years of accounts, charted
  • All 9 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Georgetown Wealth Management LLP FCA authorised?
Yes, Georgetown Wealth Management LLP (FRN 778812) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2017 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Georgetown Wealth Management’s phone number and website?
The FCA register lists the phone number 0141 221 2240 and the website georgetownwealthmanagement.co.uk for Georgetown Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Georgetown Wealth Management a scam or clone?
Georgetown 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 Georgetown 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 Georgetown Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Georgetown Wealth Management?
Companies House lists one person with significant control of Georgetown Wealth Management: Paul Angell (25–50% of votes).
Who runs Georgetown Wealth Management?
Companies House lists 2 directors of Georgetown Wealth Management: Paul Angell and Sharon Louise Angell.
How long has Georgetown Wealth Management been in business?
The company was formed on 10 April 2017, and has held its current FCA authorisation since August 2017.
What do Georgetown Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show cash at bank of £42.3k (−3.6% from £43.9k).

Sources and links

The full report on Georgetown Wealth Management LLP

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