Strategy Wealth UK Ltd

Reference number: 999261

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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.

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.
  • Strategy Wealth UK Ltd (FRN 999261) is an AR of ValidPath Limited (FRN 197107). When you use Strategy Wealth UK's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Strategy Wealth UK, 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.

  • No website on the FCA register

  • Phone number

    01726 219560

  • Address

    45 Tanwood View, Bodmin, Cornwall, PL31 2PN, United Kingdom

In the full report: 2 background checks

  • What kind of line 01726 219560 is
  • Who else gives the postcode PL31 2PN
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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
14838686
Company status
Active
Company type
Private limited company
Incorporated
2 May 2023 (3 years old)
Registered office
45 Tanwood View, Bodmin, PL31 2PN, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
David Michael Ellicott Director Feb 1981 2 May 2023 None
Michael Ian Rowan Director Sep 1980 2 May 2023 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 30 June 2025Small company accountsNot audited

Net assets

£181

Down £692 from £873

Cash at bank

£27.6k

+29% from £21.3k

Employees (average)

3

Same as 3

Owed within a year

£35.1k

+15% from £30.6k

Assets and liabilities

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 14838686. 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

Strategy Wealth UK’s history from the FCA register and Companies House, newest first.

2023

6 July 2023

  • Became an appointed representative

FCA register

2 May 2023

  • Incorporated at Companies House
  • Charlene Ellicott became a part-owner (25–50% of shares)
  • David Michael Ellicott became a part-owner (25–50% of shares)
  • Michael Ian Rowan became a part-owner (25–50% of shares)
  • David Michael Ellicott appointed as a director
  • Michael Ian Rowan appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Strategy Wealth UK

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

In Bodmin

Face 2 Face Financial Services South West LimitedBodminAppointed representativeCarlton Smith Financial Planning LtdBodminAuthorisedDemelza Financial Planning LimitedBodminAuthorised

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 Strategy Wealth UK

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
  • All 7 events in its history

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Frequently asked questions about this firm

Is Strategy Wealth UK Ltd FCA authorised?
Strategy Wealth UK Ltd (FRN 999261) 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 Strategy Wealth UK?
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. Strategy Wealth UK Ltd (FRN 999261) is an AR of ValidPath Limited (FRN 197107). When you use Strategy Wealth UK's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Strategy Wealth UK, 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 Strategy Wealth UK’s phone number?
The FCA register lists the phone number 01726 219560 for Strategy Wealth UK. If you were given different contact details, use these to check with the firm before going any further.
Is Strategy Wealth UK a scam or clone?
Strategy Wealth UK 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 Strategy Wealth UK?
Protection works through ValidPath Limited, the principal firm responsible for Strategy Wealth UK's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Strategy Wealth UK?
Companies House lists 3 people with significant control of Strategy Wealth UK: Mr Michael Ian Rowan (25–50% of shares), Mr David Michael Ellicott (25–50% of shares) and Mrs Charlene Ellicott (25–50% of shares).
Who runs Strategy Wealth UK?
Companies House lists 2 directors of Strategy Wealth UK: David Michael Ellicott and Michael Ian Rowan.
How long has Strategy Wealth UK been in business?
The company was formed on 2 May 2023.
What do Strategy Wealth UK’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £181 (down £692 from £873) and cash at bank of £27.6k (+29% from £21.3k).

Sources and links

The full report on Strategy Wealth UK Ltd

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