Menzies Employee Benefits Limited

Reference number: 506967

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

MENZIES WEALTH MANAGEMENT LIMITED Reference number: 486548 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Menzies Employee Benefits Limited (FRN 506967) is an AR of MENZIES WEALTH MANAGEMENT LIMITED (FRN 486548). When you use Menzies Employee Benefits's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Menzies Employee Benefits, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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, 1 thing worth a closer look

  • When menzieseb.co.uk first appeared online, and whether it can receive email
  • What kind of line 0330 912 9909 is
  • Who else gives the postcode EC2V 7AB
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Other names (10)

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

  • IFA (South) Limited Former name
  • IFA (South) LLP Former name
  • IFA (South) Ltd Former name
  • MWM Employee Benefits Former name
  • Group IFA Former trading name
  • IFA South Wealth Management Former trading name
  • IFA Wealth Management Former trading name
  • Sovereign Former trading name
  • Sovereign Employee Benefits Former trading name
  • Sovereign Employee Benefits and Wealth Management Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Menzies Wealth Management Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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
08973336
Company status
Active
Company type
Private limited company
Incorporated
2 April 2014 (12 years old)
Registered office
4th Floor 95 Gresham Street, London, EC2V 7AB, England
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Louise Walker Director Sep 1972 1 Nov 2019 7 other companies
Jodie Watling Director Nov 1974 1 Nov 2019 None
David Simon Gosling Director May 1976 1 Jul 2021 11 other companies
Craig Hughes Director Oct 1984 1 Nov 2022 3 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
16
closed down
3
are FCA-registered
2

In the full report: all 16 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 2 on the FCA register
  • The 3 companies these 4 directors run together
  • All 8 people who have ever been directors, with their dates
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Key dates in its history

Menzies Employee Benefits’s history from the FCA register and Companies House, newest first.

Key events (12) All events (38)

2025

10 July 2025

  • Changed its registered name from "MWM Employee Benefits"

FCA register

2020

18 May 2020

  • Changed its registered name from "IFA (South) Limited"

FCA register

2019

1 November 2019

  • Board replaced: both directors left and 4 new directors took over
  • IFA Private Clients Limited stopped being a part-owner
  • Mwm Private Clients Limited took control (75–100% of shares)
  • Phillip Rose stopped being a part-owner

Companies House

2017

2 April 2017

  • IFA Private Clients Limited became a part-owner (25–50% of shares)
  • Phillip Rose became a part-owner (25–50% of shares)

Companies House

2014

1 October 2014

  • Changed its registered name from "IFA (South) Ltd"

FCA register

25 September 2014

  • Changed its registered name from "IFA (South) LLP"

FCA register

2 April 2014

  • Incorporated at Companies House

Companies House

2009

16 September 2009

  • Became an appointed representative

FCA register

In the full report: all 38 events

  • All 38 events in its history (12 shown here)
  • Every director appointment and resignation: 12
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Firms connected to Menzies Employee Benefits

Other FCA-listed firms that share a director, phone number or address with Menzies Employee Benefits. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share a director
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
  • 1 past link through former directors
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Firms like Menzies Employee Benefits

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

In London

SIX Financial Information UK LimitedLondonAppointed representativeMagellan Investment Partners (UK) LimitedLondonAppointed representativeMoonfare UK LimitedLondonAppointed representativeAlpha FX Institutional LimitedLondonAppointed representativeLCP Capital Solutions LimitedLondonAppointed representativeBrighton Park Capital UK LimitedLondonAppointed representative

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 Menzies Employee Benefits

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

  • 16 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 38 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Menzies Employee Benefits Limited FCA authorised?
Menzies Employee Benefits Limited (FRN 506967) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Menzies Employee Benefits?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Menzies Employee Benefits Limited (FRN 506967) is an AR of MENZIES WEALTH MANAGEMENT LIMITED (FRN 486548). When you use Menzies Employee Benefits's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Menzies Employee Benefits, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Menzies Employee Benefits’ phone number and website?
The FCA register lists the phone number 0330 912 9909 and the website menzieseb.co.uk for Menzies Employee Benefits. If you were given different contact details, use these to check with the firm before going any further.
Is Menzies Employee Benefits a scam or clone?
Menzies Employee Benefits 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 Menzies Employee Benefits?
Protection works through Menzies Wealth Management Limited, the principal firm responsible for Menzies Employee Benefits's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Menzies Employee Benefits?
Menzies Employee Benefits is owned by Mwm Private Clients Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 1 November 2019. Before that, it was controlled by Mr Phillip Rose and IFA Private Clients Limited.
Who runs Menzies Employee Benefits?
Companies House lists 4 directors of Menzies Employee Benefits: Louise Walker, Jodie Watling, David Simon Gosling and Craig Hughes.
How long has Menzies Employee Benefits been in business?
The company was formed on 2 April 2014.
Does Menzies Employee Benefits use any other names?
It has previously used 10 other names, including IFA (South) Limited, IFA (South) LLP and IFA (South) Ltd.

Sources and links

The full report on Menzies Employee Benefits Limited

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