IWM Wealth Management Ltd
Reference number: 785950
Instant download
No longer an appointed representative
This firm is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Registration ended 3 August 2017.
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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Last known website
iwmwealth.co.uk
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Last known phone number
01495 229713
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Last known address
76B High Street, Blackwood, Caerffili, NP12 1AE, United Kingdom
In the full report: 3 background checks
- When iwmwealth.co.uk first appeared online, and whether it can receive email
- What kind of line 01495 229713 is
- Who else gives the postcode NP12 1AE
Past FCA permissions and consumer protection
- The record is closedCover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.
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
- 10852119 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 5 July 2017 (9 years old)
- Registered office
- 76b High Street, Blackwood, NP12 1AE, Wales
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Andrew James Thomas Parry | Director | Jan 1965 | 5 Jul 2017 | 5 other companies |
| Lewis James Thomas Parry | Director | Oct 1994 | 5 Jul 2017 | 4 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
- 5
- run together
- 3
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 3 companies these 2 directors run together
Filed accounts and finances
Net assets
£22.6k
+407% from £4,469
Cash at bank
£58.9k
+16% from £50.7k
Employees (average)
4
+33% from 3
Owed within a year
£96.6k
+26% from £76.5k
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2020 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 10852119. 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
IWM Wealth Management’s history from the FCA register and Companies House, newest first.
2023
1 September 2023
- Lewis Parry became the majority owner (50–75% of shares)
Companies House
2017
3 August 2017
- Stopped being an appointed representative
FCA register
5 July 2017
- Incorporated at Companies House
- Andrew James Thomas Parry became a part-owner (25–50% of shares)
- Andrew James Thomas Parry appointed as a director
- Lewis James Thomas Parry appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms connected to IWM Wealth Management
Other FCA-listed firms that share a director, phone number or address with IWM 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
Firms like IWM Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Blackwood
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 IWM 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
- 6 years of accounts, charted
- All 6 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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What do IWM Wealth Management’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Report a scam to the FCA fca.org.uk