Hexagon Wealth Limited
Reference number: 483403
Instant download
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.
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Phone number
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Address
Unit 4, Tawe Business Village, Swansea Enterprise Park, Swansea, Abertawe, SA7 9LA, United Kingdom
In the full report: 3 background checks
- When hexagonwealth.co.uk first appeared online, and whether it can receive email
- What kind of line 0800 160 1608 is, and the other firm that gives it
- Who else gives the postcode SA7 9LA
Other names (6)
If you were contacted under any of these names, it is this firm.
- JM Wealth Trading name: A name it trades under now.
- Phillip Copp Financial Planning Trading name: A name it trades under now.
- Phillip Copp Wealth Management Trading name: A name it trades under now.
- TT Wealth Trading name: A name it trades under now.
- Voyager Wealth Trading name: A name it trades under now.
- Phillip Copp Financial Planning Ltd Former name: A name it was registered under before.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible 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 applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (11 permissions)
- Acting as a CBTL advisor
- 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 number
- 04503414 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 5 August 2002 (24 years old)
- Registered office
- 4 Tawe Business Village, Phoenix Way, Enterprise Park, Swansea, SA7 9LA, Wales
- Nature of business
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- Activities of insurance agents and brokers (SIC 66220)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Andrew Morgan | Director | Nov 1977 | 28 Sep 2020 | 1 other company |
| Gary Waite | Director | Nov 1978 | 28 Sep 2020 | 1 other company |
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
- 2
- still active
- 2
- is FCA-registered
- 1
In the full report: all 2 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
- All 4 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£193k
+5.1% from £183k
Cash at bank
£70.3k
+51% from £46.5k
Employees (average)
11
Same as 11
Owed within a year
£339k
+16% from £291k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2019 to 2025
- The chart, over every year
- Every filed figure, year by year
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 04503414. 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
Hexagon Wealth’s history from the FCA register and Companies House, newest first.
2020
5 November 2020
- Changed its registered name from "Phillip Copp Financial Planning Ltd"
FCA register
28 September 2020
- Board replaced: its only director left and 2 new directors took over
- Cambria Financial Ltd took control (75–100% of shares)
- Phillip David Copp gave up control
Companies House
2016
6 May 2016
- Phillip David Copp took control (75–100% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2008
1 July 2008
- Became authorised by the FCA
FCA register
14 May 2008
- Regulated by the Financial Services Authority from this date
FCA register
2002
5 August 2002
- Incorporated at Companies House
Companies House
In the full report: all 21 events
- All 21 events in its history (9 shown here)
- Every director appointment and resignation: 4
Firms connected to Hexagon Wealth
Other FCA-listed firms that share a director, phone number or address with Hexagon Wealth. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 6
- share a director
- 1
- share its phone number
- 1
In the full report: all 6 connected firms, named
- How each is linked: shared directors (1), the same phone number (1), the same postcode (5)
- Who links each one: the named directors, with dates
Firms like Hexagon Wealth
Other firms of the same type (financial adviser), nearest first.
In Swansea
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 Hexagon Wealth
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
- 7 years of accounts, charted
- All 21 events in its history
- 6 connected firms, named, and who links them
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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
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk