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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Website
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Phone number
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Address
2 Windsor Close, Poynton, Stockport, Cheshire, SK12 1JL, United Kingdom
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
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.
- 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 (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
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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 number
- 13900195 (opens Companies House in a new tab)
- 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
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- 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
Filed accounts and finances
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
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
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
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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