Menzies Wealth Management Limited: FCA regulated?

Authorised by the FCA

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

Authorised for 17 years
Your funds are protected by FSCS
No FCA actions
Active company since 2008

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

menzieswm.co.uk (opens in a new tab)
Phone number

0330 912 9200
Address

4th Floor, 95 Gresham Street, London, EC2V 7AB, United Kingdom

In the full report: 3 background checks

When menzieswm.co.uk first appeared online, and whether it can receive email
What kind of line 0330 912 9200 is
Who else gives the postcode EC2V 7AB

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.
Lend or arrange credit No FSCS cover
Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
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 (5 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
Debt-counselling
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: 06597008 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 19 May 2008 (18 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	24 Aug 2013	7 other companies
Jodie Watling	Director	Nov 1974	1 Jan 2017	2 other companies
David Simon Gosling	Director	May 1976	31 Dec 2019	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 12 people who have ever been directors, with their dates

Key dates in its history

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

Key events (5) All events (28)

2016

6 April 2016

Menzies LLP took control (75–100% of shares)

Companies House

2013

1 April 2013

Regulated by the FCA from this date

FCA register

2008

14 November 2008

Regulated by the Financial Services Authority from this date
Became authorised by the FCA

FCA register

19 May 2008

Incorporated at Companies House

Companies House

In the full report: all 28 events

All 28 events in its history (5 shown here)
Every director appointment and resignation: 20

Firms connected to Menzies Wealth Management

Other FCA-listed firms that share a director, phone number or address with Menzies Wealth Management. 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

Firms like Menzies Wealth Management

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

In London

Ernst & Young LLPLondonAuthorised Gallagher (Administration & Investment) LimitedLondonAuthorised Gallagher Risk & Reward LimitedLondonAuthorised Kroll Securities LtdLondonAuthorised Cambridge Mercantile Risk Management (UK) LtdLondonAuthorised Capita Pension Solutions 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 Menzies Wealth Management

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
All 28 events in its history
1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Menzies Wealth Management Limited FCA authorised?

Yes, Menzies Wealth Management Limited (FRN 486548) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2008 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Menzies Wealth Management’s phone number and website?

The FCA register lists the phone number 0330 912 9200 and the website menzieswm.co.uk for Menzies Wealth Management. If you were given different contact details, use these to check with the firm before going any further.

Is Menzies Wealth Management a scam or clone?

Menzies Wealth Management 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 Wealth Management?

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 Menzies Wealth Management to the Financial Ombudsman Service, free of charge.

Who owns Menzies Wealth Management?

Menzies Wealth Management is owned by Menzies LLP, which holds 75–100% of shares and 75–100% of votes, since 6 April 2016.

Who runs Menzies Wealth Management?

Companies House lists 4 directors of Menzies Wealth Management: Louise Walker, Jodie Watling, David Simon Gosling and Craig Hughes.

How long has Menzies Wealth Management been in business?

The company was formed on 19 May 2008, and has held its current FCA authorisation since November 2008.