SFIA Wealth Management Limited
Reference number: 621884
Instant download
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.
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Phone number
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Address
27 Moorbridge Road, Maidenhead, Berkshire, SL6 8LT, United Kingdom
In the full report: 3 background checks
- When amberriver.com first appeared online, and whether it can receive email
- What kind of line 01628 566777 is, and the other firm that gives it
- Who else gives the postcode SL6 8LT
Other names (6)
If you were contacted under any of these names, it is this firm.
- Amber River SFIA Trading name: A name it trades under now.
- Moerae Life Trading name: A name it trades under now.
- Moerae Life Financial Planning Trading name: A name it trades under now.
- Future Life Financial Planning Limited Former name: A name it was registered under before.
- Moerae Life Financial Planning Limited Former name: A name it was registered under before.
- Future Life Financial Planning Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Hold or safeguard your money · Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou 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 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
- Arranging safeguarding and administration of assets
- Credit Broking
- Dealing in investments as agent
- Debt-counselling
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
- Managing investments
FCA disciplinary action
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 08848677 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 16 January 2014 (12 years old)
- Registered office
- 27 Moorbridge Road, Maidenhead, Berkshire, SL6 8LT, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Christopher Procter | Director | Jun 1965 | 30 Sep 2019 | 10 other companies |
| Glen William Neagle | Director | Jun 1970 | 7 Jul 2021 | 2 other companies |
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 companies
- 12
- closed down
- 10
- still active
- 2
In the full report: all 12 companies, 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
- All 4 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£2.11m
+60% from £1.32m
Cash at bank
£1.42m
+40% from £1.01m
Employees (average)
35
+21% from 29
Assets and liabilities
In the full report: all 4 years of accounts
- Every year from 2019 to 2022
- 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.
Accounts filed at Companies House for company 08848677. 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
SFIA Wealth Management’s history from the FCA register and Companies House, newest first.
2022
25 April 2022
- FCA imposed a requirement (Firm to abide by Deed Poll regarding past business.)
FCA register
2020
22 October 2020
- Cdesc Limited gave up control
- Sfia 2020 Limited took control (75–100% of shares)
Companies House
1 January 2020
- Christopher Procter became a part-owner (25–50% of shares)
- Christopher Procter stopped being a part-owner
- Mandy Patricia Caunt stopped being a part-owner
- Sam Leigh Caunt stopped being a part-owner
Companies House
2019
16 December 2019
- Changed its registered name from "Moerae Life Financial Planning Limited"
FCA register
13 June 2019
- Cdesc Limited took control (75–100% of shares)
Companies House
2016
6 April 2016
- Mandy Patricia Caunt became a part-owner (25–50% of shares)
- Sam Leigh Caunt became a part-owner (25–50% of shares)
Companies House
2015
18 March 2015
- Changed its registered name from "Future Life Financial Planning Limited"
FCA register
2014
1 August 2014
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
16 January 2014
- Incorporated at Companies House
Companies House
In the full report: all 28 events
- All 28 events in its history (15 shown here)
- Every director appointment and resignation: 6
Firms connected to SFIA Wealth Management
Other FCA-listed firms that share a director, phone number or address with SFIA Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its phone number
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: the same phone number (1), the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like SFIA Wealth Management
Other firms of the same type (investment or fund manager), nearest first.
In Maidenhead
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 SFIA Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 12 other companies its directors have run, named
- 3 background checks on its contact details
- 4 years of accounts, charted
- All 28 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk