GoddardFry Wealth Management Limited

Reference number: 525915

Instant download

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 goddardfry.co.uk first appeared online, and whether it can receive email
  • What kind of line 07841 442196 is
  • Who else gives the postcode RG29 1LU
Instant PDF download
Other names (1)

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

  • Goddard & Co Financial Services Limited Former name: A name it was registered under before.

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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (13 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Making arrangements with a view to regulated mortgage contracts
  • 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 status
Active
Company type
Private limited company
Incorporated
16 March 2010 (16 years old)
Registered office
3 Church Street, Odiham, Hook, Hampshire, RG29 1LU, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Peter Barry Goddard Director Mar 1952 16 Mar 2010 4 other companies
Alexander David Fry Director Aug 1983 22 Dec 2021 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
4
closed down
2
still active
2

In the full report: all 4 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 3 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 March 2023Small company accountsNot audited

Net assets

£20.0k

−87% from £149k

Cash at bank

£45.3k

−33% from £67.6k

Employees (average)

4

+33% from 3

Owed within a year

£62.6k

+41% from £44.5k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2020 to 2023
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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 07190678. 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

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

2021

22 December 2021

  • Alexander David Fry became a part-owner (25–50% of shares)

Companies House

10 May 2021

  • Changed its registered name from "Goddard & Co Financial Services Limited"

FCA register

2016

6 April 2016

  • Peter Barry Goddard became a part-owner (25–50% of shares)

Companies House

2010

5 November 2010

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

FCA register

16 March 2010

  • Incorporated at Companies House

Companies House

In the full report: all 12 events

  • All 12 events in its history (6 shown here)
  • Every director appointment and resignation: 4
Instant PDF download

Firms connected to GoddardFry Wealth Management

Other FCA-listed firms that share a director, phone number or address with GoddardFry 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
Instant PDF download

Firms like GoddardFry Wealth Management

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

In Hook

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 GoddardFry Wealth Management

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

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 4 years of accounts, charted
  • All 12 events in its history
  • 1 connected firm, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is GoddardFry Wealth Management Limited FCA authorised?
Yes, GoddardFry Wealth Management Limited (FRN 525915) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2010 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is GoddardFry Wealth Management’s phone number and website?
The FCA register lists the phone number 07841 442196 and the website goddardfry.co.uk for GoddardFry Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is GoddardFry Wealth Management a scam or clone?
GoddardFry 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 GoddardFry 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 GoddardFry Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns GoddardFry Wealth Management?
Companies House lists 2 people with significant control of GoddardFry Wealth Management: Mr Alexander David Fry (25–50% of shares) and Mr Peter Barry Goddard (25–50% of shares).
Who runs GoddardFry Wealth Management?
Companies House lists 2 directors of GoddardFry Wealth Management: Peter Barry Goddard and Alexander David Fry.
How long has GoddardFry Wealth Management been in business?
The company was formed on 16 March 2010, and has held its current FCA authorisation since November 2010.
What do GoddardFry Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2023, show net assets of £20.0k (−87% from £149k) and cash at bank of £45.3k (−33% from £67.6k).
Does GoddardFry Wealth Management use any other names?
It has previously used the name Goddard & Co Financial Services Limited.

Sources and links

The full report on GoddardFry Wealth Management Limited

£19.99 · Instant PDF download

Loading secure checkout…