Global Wealth Management Solutions LLP

Reference number: 678746

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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 globalwms.com first appeared online, and whether it can receive email
  • What kind of line 07785 231333 is
  • Who else gives the postcode MK18 1EF
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FCA permissions and consumer protection

  • 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 (2 permissions)
  • 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
OC358947
Company status
Active
Company type
Limited liability partnership
Incorporated
22 October 2010 (16 years old)
Registered office
2 Furl Close, Maids Moreton, Buckingham, MK18 1EF, United Kingdom

Directors and company secretaries

Name Role Born Appointed Other companies
David John Parker LLP designated member Jan 1963 22 Oct 2010 2 other companies
Dawn Georgina Parker LLP member Nov 1977 1 Jun 2011 1 other company
GWMS 2003 LTD Corporate LLP designated member Not published 22 Oct 2010 None

Other companies run by these 3 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
2
run together
1

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 3 directors run together
  • All 15 people who have ever been directors, with their dates
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Key dates in its history

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

Key events (7) All events (25)

2017

29 September 2017

  • David John Worthy stopped being a part-owner

Companies House

2016

6 April 2016

  • David John Parker gained significant control
  • David John Worthy became a part-owner (25–50% of shares)
  • Gwms 2003 Ltd became the majority owner (50–75% of shares)

Companies House

2015

4 September 2015

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

FCA register

2010

22 October 2010

  • Incorporated at Companies House

Companies House

In the full report: all 25 events

  • All 25 events in its history (7 shown here)
  • Every director appointment and resignation: 16
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Firms like Global Wealth Management Solutions

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

In Buckingham

Courts Accountancy Services LtdBuckinghamAppointed representativeIsland FS LtdBuckinghamAppointed representativeMaitland James LimitedBuckinghamAppointed representativeWoodlands Financial Management LimitedBuckinghamAppointed 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 Global Wealth Management Solutions

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
  • All 25 events in its history

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Frequently asked questions about this firm

Is Global Wealth Management Solutions LLP FCA authorised?
Yes, Global Wealth Management Solutions LLP (FRN 678746) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since September 2015 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Global Wealth Management Solutions’ phone number and website?
The FCA register lists the phone number 07785 231333 and the website globalwms.com for Global Wealth Management Solutions. If you were given different contact details, use these to check with the firm before going any further.
Is Global Wealth Management Solutions a scam or clone?
Global Wealth Management Solutions 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 Global Wealth Management Solutions?
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 Global Wealth Management Solutions to the Financial Ombudsman Service, free of charge.
Who owns Global Wealth Management Solutions?
Global Wealth Management Solutions is owned by Gwms 2003 Ltd, which holds 50–75% of votes and 50–75% of surplus assets, since 6 April 2016. Before that, it was controlled by Mr David John Worthy.
Who runs Global Wealth Management Solutions?
Companies House lists 3 directors of Global Wealth Management Solutions: David John Parker, Dawn Georgina Parker and Gwms 2003 Ltd.
How long has Global Wealth Management Solutions been in business?
The company was formed on 22 October 2010, and has held its current FCA authorisation since September 2015.

Sources and links

The full report on Global Wealth Management Solutions LLP

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