Mallory Wealth Limited

Reference number: 947515

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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 mallorywealth.com first appeared online, and whether it can receive email
  • What kind of line 020 7129 1177 is
  • Who else gives the postcode W1K 6WE
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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

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
29 January 2021 (5 years old)
Registered office
Wiston House, 1 Wiston Avenue, Worthing, West Sussex, BN14 7QL, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
David Christopher Stewart Clark Director Jul 1963 29 Jan 2021 2 other companies
Paul Andrew Allen Director Jan 1969 16 Jan 2023 2 other companies
Thomas Luke Milson Director Jul 1979 16 Jan 2023 None

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
4
closed down
1
went insolvent
1

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • The one that went into liquidation or administration
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Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Net assets

£703k

+34% from £525k

Cash at bank

£603k

+26% from £477k

Employees (average)

4

Same as 4

Owed within a year

£148k

−21% from £187k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2021 to 2025
  • 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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 13166366. 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

Mallory Wealth’s history from the FCA register and Companies House, newest first.

2023

10 February 2023

  • David Christopher Stewart Clark gave up control
  • Paul Andrew Allen became the majority owner (50–75% of shares)
  • Thomas Luke Milson became a part-owner (25–50% of shares)

Companies House

2022

25 May 2022

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

FCA register

2021

29 January 2021

  • Incorporated at Companies House
  • David Christopher Stewart Clark took control (75–100% of shares)

Companies House

In the full report: all 13 events

  • All 13 events in its history (7 shown here)
  • Every director appointment and resignation: 3
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Firms like Mallory Wealth

Other firms of the same type (financial adviser), 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 Mallory Wealth

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

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 13 events in its history

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Frequently asked questions about this firm

Is Mallory Wealth Limited FCA authorised?
Yes, Mallory Wealth Limited (FRN 947515) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2022 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Mallory Wealth’s phone number and website?
The FCA register lists the phone number 020 7129 1177 and the website mallorywealth.com for Mallory Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is Mallory Wealth a scam or clone?
Mallory Wealth 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 Mallory Wealth?
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 Mallory Wealth to the Financial Ombudsman Service, free of charge.
Who owns Mallory Wealth?
Companies House lists 2 people with significant control of Mallory Wealth: Mr Paul Andrew Allen (50–75% of shares) and Mr Thomas Luke Milson (25–50% of shares). Before that, it was controlled by Mr David Christopher Stewart Clark.
Who runs Mallory Wealth?
Companies House lists 3 directors of Mallory Wealth: David Christopher Stewart Clark, Paul Andrew Allen and Thomas Luke Milson.
How long has Mallory Wealth been in business?
The company was formed on 29 January 2021, and has held its current FCA authorisation since May 2022.
What do Mallory Wealth’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £703k (+34% from £525k) and cash at bank of £603k (+26% from £477k).

Sources and links

The full report on Mallory Wealth Limited

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