Right Financial Management Ltd

Reference number: 995000

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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 rightwealthmanagement.com first appeared online, and whether it can receive email
  • What kind of line 07736 276778 is
  • Who else gives the postcode DE21 6BF
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Other names (1)

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

  • Right Wealth Management 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.
  • 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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • 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 status
Active
Company type
Private limited company
Incorporated
19 July 2022 (4 years old)
Registered office
16 Stanier Way, Wyvern Business Park, Chaddesden, Derbyshire, DE21 6BF, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Kylie Lane Director Jul 1984 19 Jul 2022 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 31 July 2023Dormant company accountsNot audited

Net assets

£100

No earlier figure to compare

Cash at bank

£100

No earlier figure to compare

These accounts were filed as dormant: the company reported no significant trading in the period.

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 14242564. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Right Financial Management’s history from the FCA register and Companies House, newest first.

2024

17 January 2024

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

FCA register

2022

19 July 2022

  • Incorporated at Companies House
  • Right Inheritance Ltd took control (75–100% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (4 shown here)
  • Every director appointment and resignation: 1
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Firms connected to Right Financial Management

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

connected firms
5
share its postcode
5

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
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Firms like Right Financial Management

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

In Derby

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 Right Financial Management

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • All 9 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Right Financial Management Ltd FCA authorised?
Yes, Right Financial Management Ltd (FRN 995000) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2024 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Right Financial Management’s phone number and website?
The FCA register lists the phone number 07736 276778 and the website rightwealthmanagement.com for Right Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Right Financial Management a scam or clone?
Right Financial 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 Right Financial 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 Right Financial Management to the Financial Ombudsman Service, free of charge.
Who owns Right Financial Management?
Right Financial Management is owned by Right Inheritance Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 19 July 2022.
Who runs Right Financial Management?
Companies House lists one director of Right Financial Management: Kylie Lane.
How long has Right Financial Management been in business?
The company was formed on 19 July 2022, and has held its current FCA authorisation since January 2024.
What do Right Financial Management’s latest accounts show?
Its latest accounts, to 31 July 2023, show net assets of £100 (no earlier figure to compare) and cash at bank of £100 (no earlier figure to compare).
Does Right Financial Management use any other names?
It trades as Right Wealth Management.

Sources and links

The full report on Right Financial Management Ltd

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