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.
-
No website on the FCA register
-
Phone number
-
Address
Low Galligill, Nenthead, Alston, Cumbria, CA9 3LW, United Kingdom
In the full report: 2 background checks
- What kind of line 01434 684488 is
- Who else gives the postcode CA9 3LW
Other names (1)
If you were contacted under any of these names, it is this firm.
- SG Wealth Management Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- 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.
- 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.
- 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 (4 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
- Making arrangements with a view to transactions in investments
FCA disciplinary action
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 12569268 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 22 April 2020 (6 years old)
- Registered office
- Low Galligill, Nenthead, Alston, CA9 3LW, United Kingdom
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Simon Grant Walker | Director | Jul 1960 | 22 Apr 2020 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
Filed accounts and finances
Net assets
£38.9k
−40% from £64.7k
Employees (average)
2
Same as 2
Owed within a year
£109k
−17% from £132k
The accounts for the year to 30 April 2026 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £111k, for the year to 30 April 2024.
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2021 to 2026
- Both charts, 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 12569268. 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
SGW Wealth Management’s history from the FCA register and Companies House, newest first.
2020
14 December 2020
- Regulated by the FCA from this date
- FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
- Became authorised by the FCA
FCA register
22 April 2020
- Incorporated at Companies House
- Simon Grant Walker took control (75–100% of shares)
Companies House
In the full report: all 10 events
- All 10 events in its history (5 shown here)
- Every director appointment and resignation: 1
Firms connected to SGW Wealth Management
Other FCA-listed firms that share a director, phone number or address with SGW Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like SGW Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Cumbria
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 SGW Wealth 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
- 2 background checks on its contact details
- 6 years of accounts, charted
- All 10 events in its history
- 1 connected firm, named, and who links them
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is SGW Wealth Management Ltd FCA authorised?
What is SGW Wealth Management’s phone number?
Is SGW Wealth Management a scam or clone?
Is my money safe with SGW Wealth Management?
Who owns SGW Wealth Management?
Who runs SGW Wealth Management?
How long has SGW Wealth Management been in business?
What do SGW Wealth Management’s latest accounts show?
Does SGW Wealth Management use any other names?
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