Lloyds Wealth Management (Acd) Limited: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 7 years
Your funds are protected by FSCS
No FCA actions
Active company since 2018

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.

Website

lloydswealth.com/our-services/fund-info (opens in a new tab)
Phone number

0344 822 8910
Address

25 Gresham Street, London, EC2V 7HN, United Kingdom

In the full report: 3 background checks

When lloydswealth.com first appeared online, and whether it can receive email
What kind of line 0344 822 8910 is
Who else gives the postcode EC2V 7HN

Other names (7)

If you were contacted under any of these names, it is this firm.

Lloyds Wealth Trading name: A name it trades under now.
Lloyds Wealth (ACD) Trading name: A name it trades under now.
Red Box ACD Limited Former name: A name it was registered under before.
Scottish Widows Schroder Personal Wealth (ACD) Limited Former name: A name it was registered under before.
Schroders Personal Wealth Former trading name: A name it used to trade under.
Schroders Personal Wealth (ACD) Former trading name: A name it used to trade under.
SPW Former trading name: A name it used to trade under.

FCA permissions and consumer protection

Hold or safeguard your money · Run or oversee funds 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 (2 permissions)

Managing an authorised AIF
Managing a UK UCITS

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: 11722973 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 11 December 2018 (7 years old)
Registered office: 25 Gresham Street, London, EC2V 7HN, United Kingdom
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Dena Jane Brumpton	Director	Dec 1963	4 Oct 2019	17 other companies
Paul Robert Simpson	Director	Sep 1958	7 Oct 2022	3 other companies
Dominic Paul Sheridan	Director	Jan 1962	3 Apr 2023	2 other companies
Alan Goodman	Director	Jan 1975	15 Nov 2023	None
Gemma Claire Godfrey	Director	Sep 1983	1 Jul 2024	11 other companies
Jenna Nolan	Director	Nov 1984	13 Feb 2025	None
Richard James Lambert	Director	Aug 1976	10 Apr 2026	4 other companies
Krishna Venkata Raman	Secretary	Not published	24 Sep 2019	–

Other companies run by these 7 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: 37
closed down: 5
went insolvent: 1

In the full report: all 37 companies, named

What each company does, and whether it is still trading
Which of these 7 directors sit on each board, and since when
The one that went into liquidation or administration
The 17 on the FCA register
All 17 people who have ever been directors, with their dates

Key dates in its history

Lloyds Wealth Management (Acd)’s history from the FCA register and Companies House, newest first.

Key events (6) All events (42)

2026

5 May 2026

Changed its registered name from "Scottish Widows Schroder Personal Wealth (ACD) Limited"

FCA register

2019

4 October 2019

Regulated by the FCA from this date
Became authorised by the FCA

FCA register · Companies House

16 August 2019

Changed its registered name from "Red Box ACD Limited"

FCA register

2018

11 December 2018

Incorporated at Companies House
Scottish Widows Schroder Wealth Holdings Limited took control (75–100% of shares)

Companies House

In the full report: all 42 events

All 42 events in its history (6 shown here)
Every director appointment and resignation: 27

Firms connected to Lloyds Wealth Management (Acd)

Other FCA-listed firms that share a director, phone number or address with Lloyds Wealth Management (Acd). A link shows who the firm is tied to, not whether either can be trusted.

connected firms: 12
share a director: 12
share its postcode: 1

In the full report: all 12 connected firms, named

How each is linked: shared directors (12), the same postcode (1)
Who links each one: the named directors, with dates

Firms like Lloyds Wealth Management (Acd)

Other firms of the same type (investment or fund manager), nearest first.

In London

UBS Asset Management (UK) LtdLondonAuthorised UBS Asset Management Funds LtdLondonAuthorised Revolut Trading LtdLondonAuthorised BlackRock Advisors (UK) LimitedLondonAuthorised BlackRock Fund Managers LimitedLondonAuthorised BlackRock Investment Management (UK) LimitedLondonAuthorised

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 Lloyds Wealth Management (Acd)

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

37 other companies its directors have run, named
3 background checks on its contact details
All 42 events in its history
12 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Lloyds Wealth Management (Acd) Limited FCA authorised?

Yes, Lloyds Wealth Management (Acd) Limited (FRN 834833) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2019 and works as an investment or fund manager. The FCA has placed no limits on its permissions.

What is Lloyds Wealth Management (Acd)’s phone number and website?

The FCA register lists the phone number 0344 822 8910 and the website lloydswealth.com/our-services/fund-info for Lloyds Wealth Management (Acd). If you were given different contact details, use these to check with the firm before going any further.

Is Lloyds Wealth Management (Acd) a scam or clone?

Lloyds Wealth Management (Acd) 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 Lloyds Wealth Management (Acd)?

It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Lloyds Wealth Management (Acd) to the Financial Ombudsman Service, free of charge.

Who owns Lloyds Wealth Management (Acd)?

Lloyds Wealth Management (Acd) is owned by Scottish Widows Schroder Wealth Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 11 December 2018.

Who runs Lloyds Wealth Management (Acd)?

Companies House lists 7 directors of Lloyds Wealth Management (Acd): Dena Jane Brumpton, Paul Robert Simpson, Dominic Paul Sheridan, Alan Goodman, Gemma Claire Godfrey, Jenna Nolan and 1 more.

How long has Lloyds Wealth Management (Acd) been in business?

The company was formed on 11 December 2018, and has held its current FCA authorisation since October 2019.

Does Lloyds Wealth Management (Acd) use any other names?

It trades as Lloyds Wealth and Lloyds Wealth (ACD). It has previously used 5 other names, including Red Box ACD Limited, Scottish Widows Schroder Personal Wealth (ACD) Limited and Schroders Personal Wealth.