Sutton Oaks Wealth Management Ltd

Reference number: 1018796

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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, 1 thing worth a closer look

  • When suttonoaks.co.uk first appeared online, and whether it can receive email
  • What kind of line 0121 408 5702 is
  • Who else gives the postcode B75 5BT
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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.
  • 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 (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 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
09238725
Company status
Active
Company type
Private limited company
Incorporated
29 September 2014 (12 years old)
Registered office
Mere Green House, 46-48 Mere Green Road, Sutton Coldfield, West Midlands, B75 5BT, England
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Jason Moisey Director Mar 1968 29 Sep 2014 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 March 2026Micro-entity accountsNot audited

Net assets

£31.7k

−33% from £47.5k

Employees (average)

1

Same as 1

Owed within a year

£11.1k

+22% from £9,059

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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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 09238725. 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

Sutton Oaks Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (4) All events (7)

2025

2 June 2025

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

FCA register

2016

29 September 2016

  • Jason Moisey took control (75–100% of shares)

Companies House

2014

29 September 2014

  • Incorporated at Companies House

Companies House

In the full report: all 7 events

  • All 7 events in its history (4 shown here)
  • Every director appointment and resignation: 1
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Firms connected to Sutton Oaks Wealth Management

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

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Sutton Oaks Wealth Management

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

In Sutton Coldfield

Advice Wise LtdSutton ColdfieldAuthorisedBeats Financial Planning LtdSutton ColdfieldAuthorisedCensus Wealth Management LimitedSutton ColdfieldAuthorisedDeven Yagnic LimitedSutton ColdfieldAuthorisedG&B Associates Independent Financial Advisers LLPSutton ColdfieldAuthorisedHall Financial Planners LtdSutton ColdfieldAuthorised

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 Sutton Oaks 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
  • 3 background checks on its contact details, 1 flagged
  • 7 years of accounts, charted
  • All 7 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Sutton Oaks Wealth Management Ltd FCA authorised?
Yes, Sutton Oaks Wealth Management Ltd (FRN 1018796) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2025 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Sutton Oaks Wealth Management’s phone number and website?
The FCA register lists the phone number 0121 408 5702 and the website suttonoaks.co.uk for Sutton Oaks Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Sutton Oaks Wealth Management a scam or clone?
Sutton Oaks Wealth 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 Sutton Oaks Wealth 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 Sutton Oaks Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Sutton Oaks Wealth Management?
Companies House lists one person with significant control of Sutton Oaks Wealth Management: Mr Jason Moisey (75–100% of shares).
Who runs Sutton Oaks Wealth Management?
Companies House lists one director of Sutton Oaks Wealth Management: Jason Moisey.
How long has Sutton Oaks Wealth Management been in business?
The company was formed on 29 September 2014, and has held its current FCA authorisation since June 2025.
What do Sutton Oaks Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £31.7k (−33% from £47.5k).

Sources and links

The full report on Sutton Oaks Wealth Management Ltd

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