Monforte Wealth Limited

Reference number: 1001855

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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.

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.
  • Monforte Wealth Limited (FRN 1001855) is an AR of The On-Line Partnership Limited (FRN 192638). When you use Monforte Wealth's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Monforte Wealth, 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.

  • No website on the FCA register

  • Phone number

    01794 390860

  • Address

    Siesta, Chapel Lane, Nomansland, Salisbury, Wiltshire, SP5 2DA, United Kingdom

In the full report: 2 background checks

  • What kind of line 01794 390860 is
  • Who else gives the postcode SP5 2DA
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through The On-Line Partnership 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 status
Active
Company type
Private limited company
Incorporated
20 June 2023 (3 years old)
Registered office
Siesta Chapel Lane, Nomansland, Salisbury, SP5 2DA, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
David Venditti Director Mar 1964 20 Jun 2023 1 other company

Other companies run by its director

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 company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 30 June 2025Small company accountsNot audited

Net assets

£4,054

−71% from £14.2k

Cash at bank

£21.9k

+8% from £20.3k

Employees (average)

2

Same as 2

Owed within a year

£17.9k

+195% from £6,053

Net assets

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 14947016. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

2023

28 September 2023

  • Became an appointed representative

FCA register

20 June 2023

  • Incorporated at Companies House
  • David Venditti took control (75–100% of shares)
  • David Venditti appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Monforte Wealth

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

In Salisbury

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 Monforte Wealth

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

  • 1 other company its directors have run, named
  • 2 background checks on its contact details
  • All 4 events in its history

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Frequently asked questions about this firm

Is Monforte Wealth Limited FCA authorised?
Monforte Wealth Limited (FRN 1001855) 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 Monforte Wealth?
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. Monforte Wealth Limited (FRN 1001855) is an AR of The On-Line Partnership Limited (FRN 192638). When you use Monforte Wealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Monforte Wealth, 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 Monforte Wealth’s phone number?
The FCA register lists the phone number 01794 390860 for Monforte Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is Monforte Wealth a scam or clone?
Monforte 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 Monforte Wealth?
Protection works through The On-Line Partnership Limited, the principal firm responsible for Monforte Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Monforte Wealth?
Companies House lists one person with significant control of Monforte Wealth: Mr David Venditti (75–100% of shares).
Who runs Monforte Wealth?
Companies House lists one director of Monforte Wealth: David Venditti.
How long has Monforte Wealth been in business?
The company was formed on 20 June 2023.
What do Monforte Wealth’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £4,054 (−71% from £14.2k) and cash at bank of £21.9k (+8% from £20.3k).

Sources and links

The full report on Monforte Wealth Limited

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