Morningstar Wealth Retirement Services Limited

Reference number: 462660

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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 morningstarwealthplatform.com first appeared online, and whether it can receive email
  • What kind of line 0808 178 5125 is, and the other firm that gives it
  • Who else gives the postcode EC1Y 1HQ
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Other names (2)

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

  • PRAEMIUM RETIREMENT SERVICES LIMITED Former name
  • Wensley Mackay Limited Former name

FCA permissions and consumer protection

  • 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)
  • Arranging (bringing about) deals in investments
  • Dealing in investments as principal
  • Establishing/operating/winding up a personal pension scheme
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

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
03121034
Company status
Active
Company type
Private limited company
Incorporated
1 November 1995 (30 years old)
Registered office
1 Oliver's Yard, 55-71 City Road, London, EC1Y 1HQ, England
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Mark Francis Sanderson Director Jul 1982 1 Nov 2016 None
Kevin Patrick Dobbs Director Feb 1980 5 May 2026 None
Benjamin James Lester Director Dec 1976 5 May 2026 3 other companies
LDC NOMINEE SECRETARY LIMITED Corporate secretary Not published 9 Feb 2024 –

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
3
still active
3
are FCA-registered
2

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register
  • All 15 people who have ever been directors, with their dates
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Key dates in its history

Morningstar Wealth Retirement Services’s history from the FCA register and Companies House, newest first.

Key events (8) All events (33)

2022

1 September 2022

  • Changed its registered name from "PRAEMIUM RETIREMENT SERVICES LIMITED"

FCA register

2018

12 July 2018

  • Changed its registered name from "Wensley Mackay Limited"

FCA register

2016

1 November 2016

  • Morningstar Wealth Administration Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

13 June 2011

  • FCA imposed a requirement (May control but not hold client money)

FCA register

2007

6 April 2007

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

FCA register

1995

1 November 1995

  • Incorporated at Companies House

Companies House

In the full report: all 33 events

  • All 33 events in its history (8 shown here)
  • Every director appointment and resignation: 23
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Firms connected to Morningstar Wealth Retirement Services

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

connected firms
3
share a director
2
share its phone number
1

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (2), the same phone number (1), the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Morningstar Wealth Retirement Services

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

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita 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 Morningstar Wealth Retirement Services

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

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 33 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Morningstar Wealth Retirement Services Limited FCA authorised?
Yes, Morningstar Wealth Retirement Services Limited (FRN 462660) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2007 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Morningstar Wealth Retirement Services’ phone number and website?
The FCA register lists the phone number 0808 178 5125 and the website morningstarwealthplatform.com for Morningstar Wealth Retirement Services. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Morningstar Wealth Retirement Services a scam or clone?
Morningstar Wealth Retirement Services 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 Morningstar Wealth Retirement Services?
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 Morningstar Wealth Retirement Services to the Financial Ombudsman Service, free of charge.
Who owns Morningstar Wealth Retirement Services?
Morningstar Wealth Retirement Services is owned by Morningstar Wealth Administration Limited, which holds 75–100% of shares, since 1 November 2016.
Who runs Morningstar Wealth Retirement Services?
Companies House lists 3 directors of Morningstar Wealth Retirement Services: Mark Francis Sanderson, Kevin Patrick Dobbs and Benjamin James Lester.
How long has Morningstar Wealth Retirement Services been in business?
The company was formed on 1 November 1995, and has held its current FCA authorisation since April 2007.
Does Morningstar Wealth Retirement Services use any other names?
It has previously used 2 other names: PRAEMIUM RETIREMENT SERVICES LIMITED and Wensley Mackay Limited.

Sources and links

The full report on Morningstar Wealth Retirement Services Limited

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