The Wealth Management Group LLP
Reference number: 467903
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Authorisation being cancelled
This firm has asked the FCA to cancel its authorisation. It is still in force until the FCA processes the application, so existing business keeps its protection, but its regulated work is winding down.
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
13 Brantcliffe Drive, Baildon, Shipley, Bradford, BD17 5PA, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When wmgcares.com first appeared online, and whether it can receive email
- What kind of line 0333 240 0396 is
- Who else gives the postcode BD17 5PA
Other names (9)
If you were contacted under any of these names, it is this firm.
- WMG Trading name: A name it trades under now.
- WMG Mortgages Trading name: A name it trades under now.
- AutoEnroll.Me Former trading name: A name it used to trade under.
- Float Former trading name: A name it used to trade under.
- LowerMyCharges Former trading name: A name it used to trade under.
- Lower My Charges.com Former trading name: A name it used to trade under.
- Money Concierge Former trading name: A name it used to trade under.
- MoneyWell Former trading name: A name it used to trade under.
- VirtualAdvice.Me 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.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- 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 (9 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL Advisor
- 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
- Making arrangements with a view to regulated mortgage contracts
- 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
- OC327376 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 3 April 2007 (19 years old)
- Registered office
- 1 Parkview Court, St. Pauls Road, Shipley, BD18 3DZ, England
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Wendy Helen Woodward | LLP designated member | Nov 1965 | 3 Apr 2007 | 4 other companies |
| BAVINTON FINANCIAL LIMITED | Corporate LLP designated member | Not published | 3 Apr 2007 | None |
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
- 4
- closed down
- 3
- still active
- 1
In the full report: all 4 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 3 people who have ever been directors, with their dates
Filed accounts and finances
Cash at bank
£28.6k
+21% from £23.5k
Employees (average)
2
Same as 2
Owed within a year
£11.4k
<1% from £11.5k
In the full report: all 7 years of accounts
- Every year from 2019 to 2025
- 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.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company OC327376. Figures are exactly as filed; nothing is estimated.
Key dates in its history
The Wealth Management Group’s history from the FCA register and Companies House, newest first.
2016
6 April 2016
- Bavinton Financial Limited became the majority owner (50–75% of shares)
- Wendy Helen Woodward became a part-owner (25–50% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2007
2 July 2007
- Regulated by the Financial Services Authority from this date
- Applied to cancel its FCA authorisation
FCA register
3 April 2007
- Incorporated at Companies House
Companies House
In the full report: all 28 events
- All 28 events in its history (6 shown here)
- Every director appointment and resignation: 1
Firms like The Wealth Management Group
Other firms of the same type (financial adviser), nearest first.
In Shipley
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 The Wealth Management Group
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 4 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 7 years of accounts, charted
- All 28 events in its history
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Frequently asked questions about this firm
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Does The Wealth Management Group 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