Leading Edge Wealth Planning Ltd

Reference number: 972596

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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

  • When lewp.co.uk first appeared online, and whether it can receive email
  • What kind of line 07834 826541 is
  • Who else gives the postcode SK12 1JL
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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.
  • 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 (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • VREQ effective 11 July 2022
    Under section 55 L (5)(a) of FSMA, the following requirements are to be imposed on the Firm’s Part IV Permission with immediate effect: 1. The Firm must inform the FCA immediately if it becomes aware that any current or former director or member of Pareto Financial Planning Limited has acquired shares in the Firm. 2. The Firm will not employ the services of any current or former director of Pareto Financial Planning Limited in any capacity (be that employee, director, consultant or through any agency or other relationship).

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
8 February 2022 (4 years old)
Registered office
C/O Alexander & Co Centurion House, 129 Deansgate, Manchester, M3 3WR, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Anthony Edmond Bruchez Director Aug 1982 8 Feb 2022 1 other company
Colin James Murdock Director Jul 1975 6 Feb 2023 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
closed down
1
still active
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
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Filed accounts and finances

Year to 28 February 2026Full accountsNot audited

Net assets

£113k

+71% from £66.3k

Cash at bank

£69.8k

+89% from £36.9k

Owed within a year

£49.9k

+78% from £28.1k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2023 to 2026
  • The chart, over every year
  • 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 13900195. 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

Leading Edge Wealth Planning’s history from the FCA register and Companies House, newest first.

2023

27 April 2023

  • Murdock Group Holdings Limited became a part-owner (25–50% of shares)

Companies House

2022

11 July 2022

  • Regulated by the FCA from this date
  • FCA imposed a requirement (VREQ effective 11 July 2022)
  • Became authorised by the FCA

FCA register

8 February 2022

  • Incorporated at Companies House
  • Altitude 1850 Ltd became a part-owner (25–50% of shares)

Companies House

In the full report: all 10 events

  • All 10 events in its history (6 shown here)
  • Every director appointment and resignation: 2
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Firms like Leading Edge Wealth Planning

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

In Cheshire

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 Leading Edge Wealth Planning

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
  • 4 years of accounts, charted
  • All 10 events in its history

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Frequently asked questions about this firm

Is Leading Edge Wealth Planning Ltd FCA authorised?
Yes, Leading Edge Wealth Planning Ltd (FRN 972596) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2022 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Leading Edge Wealth Planning’s phone number and website?
The FCA register lists the phone number 07834 826541 and the website LEWP.co.uk for Leading Edge Wealth Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Leading Edge Wealth Planning a scam or clone?
Leading Edge Wealth Planning 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 Leading Edge Wealth Planning?
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 Leading Edge Wealth Planning to the Financial Ombudsman Service, free of charge.
Who owns Leading Edge Wealth Planning?
Companies House lists 2 people with significant control of Leading Edge Wealth Planning: Murdock Group Holdings Limited (25–50% of shares) and Altitude 1850 Ltd (25–50% of shares).
Who runs Leading Edge Wealth Planning?
Companies House lists 2 directors of Leading Edge Wealth Planning: Anthony Edmond Bruchez and Colin James Murdock.
How long has Leading Edge Wealth Planning been in business?
The company was formed on 8 February 2022, and has held its current FCA authorisation since July 2022.
What do Leading Edge Wealth Planning’s latest accounts show?
Its latest accounts, to 28 February 2026, show net assets of £113k (+71% from £66.3k) and cash at bank of £69.8k (+89% from £36.9k).

Sources and links

The full report on Leading Edge Wealth Planning Ltd

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