Neptune 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 under a year
Your funds are protected by FSCS
No FCA actions
Active company since 2023
Accounts filed up to 31 May 2025

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

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

0151 332 3900
Address

Neptune Wealth Management Limited, 13 Liverpool Road North, Maghull, Liverpool, L31 2HB, United Kingdom

In the full report: 3 background checks

When neptunewealth.co.uk first appeared online, and whether it can receive email
What kind of line 0151 332 3900 is
Who else gives the postcode L31 2HB

Other names (2)

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

MCPW Financial Planning Trading name: A name it trades under now.
Mortgage Xperts Trading name: A name it trades under now.

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.
Advise on or arrange mortgages FSCS may apply
Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
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 (9 permissions)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on Pension Transfers and Pension Opt Outs
Advising on regulated mortgage contracts
Arranging (bringing about) deals in investments
Arranging (bringing about) regulated mortgage contracts
Credit Broking
Debt-counselling
Making arrangements with a view to regulated mortgage contracts
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: 14736704 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 17 March 2023 (3 years old)
Registered office: C/O Adams Accountants Liverpool Llp, 4 Effingham Street, Bootle, L20 8JX, England
Nature of business: Activities of financial services holding companies (SIC 64205)
Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Blaise Peter Davies	Director	Jul 1965	17 Mar 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
is FCA-registered: 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
The one on the FCA register

Filed accounts and finances

Year to 31 May 2025Micro-entity accountsNot audited

Net assets

£15.1k

Up £21.5k from −£6,418

Employees (average)

2

Same as 2

Owed within a year

£5,752

−53% from £12.2k

Assets and liabilities

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 14736704. 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

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

Key events (4) All events (10)

2026

18 May 2026

Regulated by the FCA from this date
Became authorised by the FCA

FCA register

2023

17 March 2023

Incorporated at Companies House
Blaise Peter Davies took control (75–100% of shares)

Companies House

In the full report: all 10 events

All 10 events in its history (4 shown here)
Every director appointment and resignation: 1

Firms connected to Neptune Wealth Management

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

connected firms: 5
share its postcode: 5
past link: 1

In the full report: all 5 connected firms, named

How each is linked: the same postcode (5)
Who links each one: the named directors, with dates
1 past link through former directors

Firms like Neptune Wealth Management

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

In Liverpool

Affinity Financial Awareness LimitedLiverpoolAuthorised Alpha Financial Management LimitedLiverpoolAuthorised Beatties Financial ServicesLiverpoolAuthorised Beyond Advice Group LtdLiverpoolAuthorised Bishopgate LimitedLiverpoolAuthorised CAM Wealth Group LimitedLiverpoolAuthorised

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 Neptune 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
All 10 events in its history
5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Neptune Wealth Management Limited FCA authorised?

Yes, Neptune Wealth Management Limited (FRN 1038022) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2026 and works as a financial adviser. The FCA has placed no limits on its permissions.

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

The FCA register lists the phone number 0151 332 3900 and the website neptunewealth.co.uk for Neptune Wealth Management. If you were given different contact details, use these to check with the firm before going any further.

Is Neptune Wealth Management a scam or clone?

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

Who owns Neptune Wealth Management?

Companies House lists one person with significant control of Neptune Wealth Management: Mr Blaise Peter Davies (75–100% of shares).

Who runs Neptune Wealth Management?

Companies House lists one director of Neptune Wealth Management: Blaise Peter Davies.

How long has Neptune Wealth Management been in business?

The company was formed on 17 March 2023, and has held its current FCA authorisation since May 2026.

What do Neptune Wealth Management’s latest accounts show?

Its latest accounts, to 31 May 2025, show net assets of £15.1k (up £21.5k from −£6,418).

Does Neptune Wealth Management use any other names?

It trades as MCPW Financial Planning and Mortgage Xperts.