Lloyds Wealth Management Limited
Reference number: 830170
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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.
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Phone number
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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 0808 109 2071 is
- Who else gives the postcode EC2V 7HN
Other names (6)
If you were contacted under any of these names, it is this firm.
- Lloyds Trading name: A name it trades under now.
- Lloyds Wealth Trading name: A name it trades under now.
- Scottish Widows Schroder Personal Wealth Limited Former name: A name it was registered under before.
- Schroders Personal Wealth Former trading name: A name it used to trade under.
- Schroderspw Former trading name: A name it used to trade under.
- SPW Former trading name: A name it used to trade under.
Warning
Scammers have impersonated this firm
Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.
Fake phone numbers (1)
- 020 8157 4955
Fake email addresses (2)
- name@spwfixedincome.com
- name@spwsavings.com
The FCA warning these came from
- Spw Fixed Income/Spw Savings 28 April 2023
Scammers change these details often. Always check the live FCA warning.
FCA permissions and consumer protection
- Hold or safeguard your money · 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.
- 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.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- 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 (10 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
- Arranging safeguarding and administration of assets
- Credit Broking
- Dealing in investments as agent
- Debt Administration
- Debt-counselling
- Making arrangements with a view to transactions in investments
- Managing investments
Limits on what they may do
- This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.
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.
The clone warnings above are scammers using this firm's name, not something the firm has done.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 11722983 (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
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Dena Jane Brumpton | Director | Dec 1963 | 28 Nov 2022 | 17 other companies |
| Paul Gerard Mcnamara | Director | Sep 1966 | 2 Mar 2026 | 49 other companies |
| Donald Mackechnie | Director | Jan 1973 | 17 Aug 2026 | 12 other companies |
| Krishna Venkata Raman | Secretary | Not published | 24 Sep 2019 | – |
Other companies run by these 3 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
- 55
- closed down
- 12
- are FCA-registered
- 21
In the full report: all 55 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 21 on the FCA register
- The 14 companies these 3 directors run together
- All 11 people who have ever been directors, with their dates
Key dates in its history
Lloyds Wealth Management’s history from the FCA register and Companies House, newest first.
2026
5 May 2026
- Changed its registered name from "Scottish Widows Schroder Personal Wealth Limited"
FCA register
2023
28 April 2023
- FCA warned the public about a scam impersonating this firm
FCA warning list
2019
30 May 2019
- Regulated by the FCA from this date
- FCA imposed a requirement (May control but not hold client money)
- Became authorised by the FCA
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 37 events
- All 37 events in its history (7 shown here)
- Every director appointment and resignation: 19
Firms connected to Lloyds Wealth Management
Other FCA-listed firms that share a director, phone number or address with Lloyds Wealth Management. 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
Other firms of the same type (investment or fund manager), nearest first.
In London
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
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 55 other companies its directors have run, named
- 3 background checks on its contact details
- All 37 events in its history
- 12 connected firms, named, and who links them
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Frequently asked questions about this firm
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How long has Lloyds Wealth Management been in business?
Does Lloyds Wealth Management use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- FCA warning: Spw Fixed Income/Spw Savings fca.org.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