Learmonth Wealth Management Ltd
Reference number: 982380
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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 2 September 2022.
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
learmonthwealthmanagement.com
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Last known phone number
07970 105047
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Last known address
38 Halloughton Road, Southwell, NG25 0LR, United Kingdom
In the full report: 3 background checks
- When learmonthwealthmanagement.com first appeared online, and whether it can receive email
- What kind of line 07970 105047 is
- Who else gives the postcode NG25 0LR
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
- 14268942 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 1 August 2022 (4 years old)
- Registered office
- 38 Halloughton Road, Southwell, NG25 0LR, England
- Nature of business
-
- Activities of financial services holding companies (SIC 64205)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Alan Robertson Learmonth | Director | Feb 1970 | 1 Aug 2022 | 1 other company |
| Alan Robertson Learmonth | Secretary | Not published | 24 Aug 2022 | – |
Other companies run by its director
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 company
- 1
- still active
- 1
In the full report: all 1 company, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
- All 2 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
−£60.4k
Down £38.8k from −£21.6k
Employees (average)
2
Same as 2
Owed within a year
£178k
+86% from £95.5k
Net assets are negative: on its last balance sheet the company owed £60.4k more than it owned.
Assets and liabilities
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 14268942. 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
Learmonth Wealth Management’s history from the FCA register and Companies House, newest first.
2022
2 September 2022
- Stopped being an appointed representative
FCA register
24 August 2022
- Wendy Learmonth stopped being a part-owner
Companies House
1 August 2022
- Incorporated at Companies House
- Alan Robertson Learmonth took control (75–100% of shares)
- Wendy Learmonth became a part-owner (25–50% of shares)
Companies House
In the full report: all 8 events
- All 8 events in its history (5 shown here)
- Every director appointment and resignation: 3
Firms like Learmonth Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Southwell
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 Learmonth Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 1 other company its directors have run, named
- 3 background checks on its contact details
- All 8 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
- Report a scam to the FCA fca.org.uk