Officium Private Wealth Ltd: FCA regulated?

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.

Appointed for 5 years
Protected through the principal
No FCA actions
Active company since 2021
Accounts filed up to 31 March 2026

Responsible principal firm

ValidPath Limited Reference number: 197107 Authorised View firm →

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.
Officium Private Wealth Ltd (FRN 951306) is an AR of ValidPath Limited (FRN 197107). When you use Officium Private Wealth's services, the FCA authorisation sits with the principal firm.
Example: if you take financial advice from Officium Private 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.

Website

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

0117 427 0728
Address

11 North Court, The Courtyard, Bradley Stoke, Bristol, South Gloucestershire, BS32 4NQ, United Kingdom

In the full report: 3 background checks

When officiumwealth.co.uk first appeared online, and whether it can receive email
What kind of line 0117 427 0728 is
Who else gives the postcode BS32 4NQ

Other names (2)

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

OPW Chartered Financial Planners Trading name: A name it trades under now.
Fidelis Private Wealth Ltd Former name: A name it was registered under before.

FCA permissions and consumer protection

Protection through the principal firm
Protection works through ValidPath 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 number: 13324577 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 9 April 2021 (5 years old)
Registered office: 11 North Court The Courtyard, Bradley Stoke, Bristol, BS32 4NQ, England
Nature of business: Financial management (SIC 70221)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Damien John Hopkins	Director	Dec 1983	9 Apr 2021	1 other company
David Colwyn Parry	Director	Nov 1974	9 Apr 2021	1 other company
Victoria Jane Passmore	Director	Apr 1976	9 Apr 2021	4 other companies
David Colwyn Parry	Secretary	Not published	9 Apr 2021	–

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: 6
closed down: 2
is FCA-registered: 1

In the full report: all 6 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 one on the FCA register

Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£54.7k

−21% from £69.5k

Cash at bank

£59.3k

−19% from £72.9k

Employees (average)

3

Same as 3

Assets and liabilities

In the full report: all 5 years of accounts

Every year from 2022 to 2026
The chart, over every year
Every filed figure, year by year

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 13324577. 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

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

Key events (6) All events (10)

2021

1 July 2021

Changed its registered name from "Fidelis Private Wealth Ltd"

FCA register

19 May 2021

Became an appointed representative

FCA register

9 April 2021

Incorporated at Companies House
Raf1 Ltd became a part-owner (25–50% of shares)
Riot76 Ltd became a part-owner (25–50% of shares)
Sub17 Ltd became a part-owner (25–50% of shares)

Companies House

In the full report: all 10 events

All 10 events in its history (6 shown here)
Every director appointment and resignation: 3

Firms connected to Officium Private Wealth

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

connected firms: 3
share its postcode: 3
past link: 1

In the full report: all 3 connected firms, named

How each is linked: the same postcode (3)
Who links each one: the named directors, with dates
1 past link through former directors

Firms like Officium Private Wealth

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

In Bristol

Aisa Retirement Planning LLPBristolAppointed representative Alma Vale Wealth Management LimitedBristolAppointed representative Andow Ellis LimitedBristolAppointed representative Andrew LawrenceBristolAppointed representative Andrew Paul ZbijowskiBristolAppointed representative Ann ReederBristolAppointed representative

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 Officium Private Wealth

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

6 other companies its directors have run, named
3 background checks on its contact details
5 years of accounts, charted
All 10 events in its history
3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Officium Private Wealth Ltd FCA authorised?

Officium Private Wealth Ltd (FRN 951306) 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 Officium Private 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. Officium Private Wealth Ltd (FRN 951306) is an AR of ValidPath Limited (FRN 197107). When you use Officium Private Wealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Officium Private 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 Officium Private Wealth’s phone number and website?

The FCA register lists the phone number 0117 427 0728 and the website officiumwealth.co.uk for Officium Private Wealth. If you were given different contact details, use these to check with the firm before going any further.

Is Officium Private Wealth a scam or clone?

Officium Private 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 Officium Private Wealth?

Protection works through ValidPath Limited, the principal firm responsible for Officium Private Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Who owns Officium Private Wealth?

Companies House lists 3 people with significant control of Officium Private Wealth: Sub17 Ltd (25–50% of shares), Riot76 Ltd (25–50% of shares) and Raf1 Ltd (25–50% of shares).

Who runs Officium Private Wealth?

Companies House lists 3 directors of Officium Private Wealth: Damien John Hopkins, David Colwyn Parry and Victoria Jane Passmore.

How long has Officium Private Wealth been in business?

The company was formed on 9 April 2021.

What do Officium Private Wealth’s latest accounts show?

Its latest accounts, to 31 March 2026, show net assets of £54.7k (−21% from £69.5k) and cash at bank of £59.3k (−19% from £72.9k).

Does Officium Private Wealth use any other names?

It trades as OPW Chartered Financial Planners. It has previously used the name Fidelis Private Wealth Ltd.