Gracechurch Wealth Management LLP

Reference number: 454766

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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 gracechurchwm.com first appeared online, and whether it can receive email
  • What kind of line 01908 209220 is
  • Who else gives the postcode MK6 2RW
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Other names (2)

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

  • Chancery IFA LLP Former name
  • Mortgage EFX Former trading name

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 (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • 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
OC320661
Company status
Active
Company type
Limited liability partnership
Incorporated
29 June 2006 (20 years old)
Registered office
Efx House 1 Boycott Avenue, Oldbrook, Milton Keynes, Bucks, MK6 2RW, England

Directors and company secretaries

Name Role Born Appointed Other companies
Jason Richard Edlington Bevan LLP designated member Oct 1970 21 Aug 2006 4 other companies
David Andrew Hine LLP designated member Aug 1966 21 Aug 2006 5 other companies

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
6
closed down
3
is FCA-registered
1

In the full report: all 6 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
  • The one on the FCA register
  • The 3 companies these 2 directors run together
  • All 12 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Turnover

£2.26m

Not compared: the previous accounts cover a different length of time

Cash at bank

£87.5k

+275% from £23.4k

Employees (average)

21

−4.5% from 22

Owed within a year

£254k

+112% from £120k

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.

Accounts filed at Companies House for company OC320661. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (7) All events (35)

2016

6 April 2016

  • David Andrew Hine became a part-owner (25–50% of shares)
  • Jason Richard Edlington Bevan became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

30 January 2012

  • Changed its registered name from "Chancery IFA LLP"

FCA register

2006

2 October 2006

  • Became authorised by the FCA

FCA register

28 September 2006

  • Regulated by the Financial Services Authority from this date

FCA register

29 June 2006

  • Incorporated at Companies House

Companies House

In the full report: all 35 events

  • All 35 events in its history (7 shown here)
  • Every director appointment and resignation: 22
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Firms connected to Gracechurch Wealth Management

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

connected firm
1
share a director
1

In the full report: the connected firm, named

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

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

In Milton Keynes

1St Financial Services (London) LimitedMilton KeynesAuthorisedA C Financial LtdMilton KeynesAuthorisedAsc Financial Solutions LimitedMilton KeynesAuthorisedboosst LimitedMilton KeynesAuthorisedCade and Co LLPMilton KeynesAuthorisedDps Direction LimitedMilton KeynesAuthorised

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 Gracechurch Wealth Management

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

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 6 years of accounts, charted
  • All 35 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Gracechurch Wealth Management LLP FCA authorised?
Yes, Gracechurch Wealth Management LLP (FRN 454766) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2006 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Gracechurch Wealth Management’s phone number and website?
The FCA register lists the phone number 01908 209220 and the website gracechurchwm.com for Gracechurch Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Gracechurch Wealth Management a scam or clone?
Gracechurch 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 Gracechurch 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 Gracechurch Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Gracechurch Wealth Management?
Companies House lists 2 people with significant control of Gracechurch Wealth Management: Mr David Andrew Hine (25–50% of votes) and Mr Jason Richard Edlington Bevan (25–50% of votes).
Who runs Gracechurch Wealth Management?
Companies House lists 2 directors of Gracechurch Wealth Management: Jason Richard Edlington Bevan and David Andrew Hine.
How long has Gracechurch Wealth Management been in business?
The company was formed on 29 June 2006, and has held its current FCA authorisation since October 2006.
What do Gracechurch Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show turnover of £2.26m (not compared: the previous accounts cover a different length of time) and cash at bank of £87.5k (+275% from £23.4k).
Does Gracechurch Wealth Management use any other names?
It has previously used 2 other names: Chancery IFA LLP and Mortgage EFX.

Sources and links

The full report on Gracechurch Wealth Management LLP

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