Gordian Wealth Management Ltd
Reference number: 987811
Instant download
Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 3 years
- Protected through the principal
- No FCA actions
- Active company since 2022
- Accounts filed up to 31 March 2025
Responsible principal firm
Beyond Advice Group Ltd Reference number: 830162 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- GORDIAN WEALTH MANAGEMENT LTD (FRN 987811) is an AR of Beyond Advice Group Ltd (FRN 830162). When you use GORDIAN WEALTH MANAGEMENT's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from GORDIAN WEALTH MANAGEMENT, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
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.
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Phone number
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Address
2 Dibden Court, Emersons Green, Bristol, South Gloucestershire, BS16 7EU, United Kingdom
In the full report: 3 background checks
- When gordianwealth.co.uk first appeared online, and whether it can receive email
- What kind of line 07415 770837 is
- Who else gives the postcode BS16 7EU
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Beyond Advice Group Ltd, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
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
- 14477540 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 11 November 2022 (3 years old)
- Registered office
- 2 Dibden Court, Emersons Green, Bristol, BS16 7EU, England
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Edward Anthony Green | Director | Nov 1972 | 11 Nov 2022 | None |
| Alison Joanne Green | Director | May 1972 | 24 Jun 2025 | None |
In the full report: every company its directors have run
- Confirmation that these 2 directors run no other company
- All 3 people who have been directors, with their dates
Filed accounts and finances
Net assets
£59.9k
+117% from £27.5k
Employees (average)
4
+300% from 1
Owed within a year
£82.9k
+118% from £38.0k
Assets and liabilities
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 14477540. 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
Gordian Wealth Management’s history from the FCA register and Companies House, newest first.
2025
24 June 2025
- Alison Joanne Green became a part-owner (25–50% of shares)
Companies House
2022
28 November 2022
- Became an appointed representative
FCA register
11 November 2022
- Incorporated at Companies House
- Edward Anthony Green became the majority owner (50–75% of shares)
Companies House
In the full report: all 10 events
- All 10 events in its history (4 shown here)
- Every director appointment and resignation: 6
Firms like Gordian Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Bristol
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 Gordian Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 3 background checks on its contact details
- All 10 events in its history
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk