Newbold Wealth Management Limited

Reference number: 946569

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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 newboldwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 0121 745 7711 is
  • Who else gives the postcode B90 1UE
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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 · Arrange equity release 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 (16 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on a home reversion plan
  • 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) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Requirement not to employ co-directors of Newbold Broadstreet Wealth Management Limited
    Newbold Wealth Management Limited will not, without the FCA’s previous written consent, employ, engage the services of, accept equity or debt investment from, or enter into any commercial agreement with, legal or natural persons who were directors of Newbold Broadstreet Wealth Management Limited (FRN 529573), or are controlled by or act on behalf of those directors. This Schedule does not apply to the following directors of Newbold Broadstreet Wealth Management Limited, who are founding members of Newbold Wealth Management Limited: 1. Paul Wayne Wilson

FCA disciplinary action

Companies House record

The company behind the firm: its status, age, registered office and directors.

Concerns on the company record

  • Confirmation statement is overdue at Companies House.
Company number
13004394
Company status
Active
Company type
Private limited company
Incorporated
9 November 2020 (5 years old)
Registered office
7 Wharf House Waterside, Shirley, Solihull, B90 1UE, England
Nature of business
  • Other professional, scientific and technical activities not elsewhere classified (SIC 74909)

Directors and company secretaries

Name Role Born Appointed Other companies
Paul Wayne Wilson Director Jan 1967 9 Nov 2020 3 other companies

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 companies
3
closed down
3

In the full report: all 3 companies, 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
  • All 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Micro-entity accountsNot audited

Net assets

£168k

+15% from £146k

Employees (average)

4

Same as 4

Owed within a year

£33.8k

+9.9% from £30.8k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2021 to 2025
  • 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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 13004394. 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

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

Key events (7) All events (11)

2021

1 September 2021

  • Regulated by the FCA from this date
  • FCA imposed a requirement (Requirement not to employ co-directors of Newbold Broadstreet Wealth Management Limited)
  • FCA imposed a requirement (Requirement to abide by Deed Poll and Declaration)
  • Became authorised by the FCA

FCA register

2020

9 November 2020

  • Incorporated at Companies House
  • Paul Wayne Wilson gave up control
  • Paul Wayne Wilson took control (75–100% of shares)

Companies House

In the full report: all 11 events

  • All 11 events in its history (7 shown here)
  • Every director appointment and resignation: 2
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Firms like Newbold Wealth Management

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

In Solihull

Legal & General Financial Advice LtdSolihullAuthorisedAk Advisory LtdSolihullAuthorisedAndrew Parker Wealth Management LimitedSolihullAuthorisedBrant Financial LimitedSolihullAuthorisedCapelin Financial Management LimitedSolihullAuthorisedCapital Wealth Partners LimitedSolihullAuthorised

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 Newbold Wealth Management

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
  • 5 years of accounts, charted
  • All 11 events in its history

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Frequently asked questions about this firm

Is Newbold Wealth Management Limited FCA authorised?
Yes, Newbold Wealth Management Limited (FRN 946569) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since September 2021 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Newbold Wealth Management’s phone number and website?
The FCA register lists the phone number 0121 745 7711 and the website newboldwealth.co.uk for Newbold Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Newbold Wealth Management a scam or clone?
Newbold 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 Newbold 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 Newbold Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Newbold Wealth Management?
Companies House lists one person with significant control of Newbold Wealth Management: Mr Paul Wayne Wilson (75–100% of shares).
Who runs Newbold Wealth Management?
Companies House lists one director of Newbold Wealth Management: Paul Wayne Wilson.
How long has Newbold Wealth Management been in business?
The company was formed on 9 November 2020, and has held its current FCA authorisation since September 2021.
What do Newbold Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £168k (+15% from £146k).

Sources and links

The full report on Newbold Wealth Management Limited

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