Murray Round Wealth Management Limited

Reference number: 194133

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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 thewealth.coach first appeared online, and whether it can receive email
  • What kind of line 01743 248108 is
  • Who else gives the postcode SY1 1RW
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Other names (2)

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

  • The Wealth Coach Trading name
  • Treowe Wealth Advisers 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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 (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • 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
04010289
Company status
Active
Company type
Private limited company
Incorporated
8 June 2000 (26 years old)
Registered office
2 Claremont Bank, Shrewsbury, Salop, SY1 1RW
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Nicholas Donald Round Director Jun 1957 15 Aug 2000 1 other company
Daniel George Round Director Oct 1982 26 Feb 2024 1 other company
Nicholas Donald Round Secretary Not published 15 Nov 2007 1 other company

Other companies run by these 2 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 company
1
still active
1
run together
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 2 directors run together
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Full accountsNot audited

Net assets

£23.9k

−1.9% from £24.4k

Cash at bank

£123k

−4.3% from £129k

Employees (average)

4

Same as 4

Owed within a year

£115k

−2.8% from £118k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • 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 04010289. 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

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

Key events (6) All events (16)

2017

8 June 2017

  • Nicholas Donald Round took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

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

FCA register

2000

27 November 2000

  • Regulated by the Personal Investment Authority from this date

FCA register

8 June 2000

  • Incorporated at Companies House

Companies House

In the full report: all 16 events

  • All 16 events in its history (6 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Murray Round Wealth Management

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Murray Round Wealth Management

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

In Shrewsbury

Andrew Haxton & Co LimitedShrewsburyAuthorisedBeach U.K. LimitedShrewsburyAuthorisedGee 7 Wealth Management LimitedShrewsburyAuthorisedHenry Davies Wealth Management LtdShrewsburyAuthorisedMatrix Capital LimitedShrewsburyAuthorisedMeaning Financial LimitedShrewsburyAuthorised

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 Murray Round Wealth Management

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
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 16 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Murray Round Wealth Management Limited FCA authorised?
Yes, Murray Round Wealth Management Limited (FRN 194133) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Murray Round Wealth Management’s phone number and website?
The FCA register lists the phone number 01743 248108 and the website thewealth.coach for Murray Round Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Murray Round Wealth Management a scam or clone?
Murray Round 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 Murray Round 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 Murray Round Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Murray Round Wealth Management?
Companies House lists one person with significant control of Murray Round Wealth Management: Mr Nicholas Donald Round (75–100% of shares).
Who runs Murray Round Wealth Management?
Companies House lists 2 directors of Murray Round Wealth Management: Nicholas Donald Round and Daniel George Round.
How long has Murray Round Wealth Management been in business?
The company was formed on 8 June 2000, and has held its current FCA authorisation since December 2001.
What do Murray Round Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £23.9k (−1.9% from £24.4k) and cash at bank of £123k (−4.3% from £129k).
Does Murray Round Wealth Management use any other names?
It trades as The Wealth Coach and Treowe Wealth Advisers.

Sources and links

The full report on Murray Round Wealth Management Limited

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