MC Wealth Management (UK) Limited

Reference number: 629639

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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 mitchellcharlesworth.co.uk first appeared online, and whether it can receive email
  • What kind of line 0151 255 2300 is
  • Who else gives the postcode L3 9QJ
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Other names (1)

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

  • Mitchell Charlesworth Wealth Management Trading name

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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (8 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Making arrangements with a view to regulated mortgage contracts
  • 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 number
08882287
Company status
Active
Company type
Private limited company
Incorporated
7 February 2014 (12 years old)
Registered office
Suites C, D, E & F 14th Floor The Plaza, 100 Old Hall Street, Liverpool, L3 9QJ, United Kingdom
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Michael John Wall Director Jul 1966 7 Dec 2016 None
Richard William Penn Director Oct 1983 7 Dec 2016 None
Philip Leslie Griffiths Director Mar 1963 30 Jun 2017 8 other companies
Michael John Buxton Director Sep 1980 22 Oct 2021 2 other companies

Other companies run by these 4 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
9
closed down
5
run together
1

In the full report: all 9 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 4 directors run together
  • All 11 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 April 2022Full accountsAudited

Total equity

£175k

+15% from £152k

Cash at bank

£230k

+25% from £183k

Employees (average)

6

Same as 6

Owed within a year

£105k

−8.1% from £114k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2019 to 2022
  • 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.

Accounts filed at Companies House for company 08882287. 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

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

Key events (10) All events (32)

2026

26 June 2026

  • Mc Topco Holdings Limited gave up control
  • Mc Topco Holdings Limited took control (75–100% of shares)
  • Mc Topco Limited gave up control
  • Nwifa Holdings Limited took control (75–100% of shares)

Companies House

2022

15 June 2022

  • Mc Topco Limited took control (75–100% of shares)
  • Mitchell Charlesworth LLP gave up control

Companies House

2016

6 April 2016

  • Mitchell Charlesworth LLP took control (75–100% of shares)

Companies House

2015

4 February 2015

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

FCA register

2014

7 February 2014

  • Incorporated at Companies House

Companies House

In the full report: all 32 events

  • All 32 events in its history (10 shown here)
  • Every director appointment and resignation: 18
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Firms like MC Wealth Management (UK)

Other firms of the same type (financial adviser), nearest first.

In Liverpool

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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 MC Wealth Management (UK)

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

  • 9 other companies its directors have run, named
  • 3 background checks on its contact details
  • 4 years of accounts, charted
  • All 32 events in its history

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Frequently asked questions about this firm

Is MC Wealth Management (UK) Limited FCA authorised?
Yes, MC Wealth Management (UK) Limited (FRN 629639) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since February 2015 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is MC Wealth Management (UK)’s phone number and website?
The FCA register lists the phone number 0151 255 2300 and the website mitchellcharlesworth.co.uk/services/wealth-management for MC Wealth Management (UK). If you were given different contact details, use these to check with the firm before going any further.
Is MC Wealth Management (UK) a scam or clone?
MC Wealth Management (UK) 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 MC Wealth Management (UK)?
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 MC Wealth Management (UK) to the Financial Ombudsman Service, free of charge.
Who owns MC Wealth Management (UK)?
MC Wealth Management (UK) is owned by Nwifa Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 26 June 2026. Before that, it was controlled by Mc Topco Holdings Limited, Mc Topco Limited and Mitchell Charlesworth LLP.
Who runs MC Wealth Management (UK)?
Companies House lists 4 directors of MC Wealth Management (UK): Michael John Wall, Richard William Penn, Philip Leslie Griffiths and Michael John Buxton.
How long has MC Wealth Management (UK) been in business?
The company was formed on 7 February 2014, and has held its current FCA authorisation since February 2015.
What do MC Wealth Management (UK)’s latest accounts show?
Its latest accounts, to 30 April 2022, show total equity of £175k (+15% from £152k) and cash at bank of £230k (+25% from £183k).
Does MC Wealth Management (UK) use any other names?
It trades as Mitchell Charlesworth Wealth Management.

Sources and links

The full report on MC Wealth Management (UK) Limited

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