Vertis Private Wealth Management Limited

Reference number: 576184

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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

  • When vpwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 01562 751010 is
  • Who else gives the postcode DY10 1JL
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Mitchell Neale Investment Services Limited Former name

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.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (5 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
  • Debt-counselling
  • 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
07934669
Company status
Active
Company type
Private limited company
Incorporated
3 February 2012 (14 years old)
Registered office
Campion House, Green Street, Kidderminster, Worcestershire, DY10 1JL
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Mitchell Neale Director Jun 1962 3 Feb 2012 4 other companies

Other companies run by its director

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 its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Net assets

£133k

<1% from £133k

Cash at bank

£0

Down £51 from £51

Employees (average)

6

Same as 6

Owed within a year

£76.8k

+34% from £57.2k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • 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 07934669. 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

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

Key events (8) All events (14)

2016

6 April 2016

  • Karen Jane Neale became a part-owner (25–50% of shares)
  • Mitchell Neale became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

20 December 2012

  • Changed its registered name from "Mitchell Neale Investment Services Limited"

FCA register

3 September 2012

  • Regulated by the Financial Services Authority from this date
  • FCA imposed a requirement (The firm is required to abide by the Deed Poll)
  • Became authorised by the FCA

FCA register

3 February 2012

  • Incorporated at Companies House

Companies House

In the full report: all 14 events

  • All 14 events in its history (8 shown here)
  • Every director appointment and resignation: 3
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Firms like Vertis Private Wealth Management

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

In Kidderminster

Bbi Independent Financial Advisers LimitedKidderminsterAuthorisedCooper Mortimer Plant LimitedKidderminsterAuthorisedEastmills LimitedKidderminsterAuthorisedFurnival Evans LimitedKidderminsterAuthorisedIneo (UK) LimitedKidderminsterAuthorisedMidas Financial Planning Services LimitedKidderminsterAuthorised

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 Vertis Private Wealth Management

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
  • 6 years of accounts, charted
  • All 14 events in its history

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Frequently asked questions about this firm

Is Vertis Private Wealth Management Limited FCA authorised?
Yes, Vertis Private Wealth Management Limited (FRN 576184) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since September 2012 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Vertis Private Wealth Management’s phone number and website?
The FCA register lists the phone number 01562 751010 and the website vpwm.co.uk for Vertis Private Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Vertis Private Wealth Management a scam or clone?
Vertis Private 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 Vertis Private 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 Vertis Private Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Vertis Private Wealth Management?
Companies House lists 2 people with significant control of Vertis Private Wealth Management: Mr Mitchell Neale (25–50% of shares) and Mrs Karen Jane Neale (25–50% of shares).
Who runs Vertis Private Wealth Management?
Companies House lists one director of Vertis Private Wealth Management: Mitchell Neale.
How long has Vertis Private Wealth Management been in business?
The company was formed on 3 February 2012, and has held its current FCA authorisation since September 2012.
What do Vertis Private Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £133k (<1% from £133k) and cash at bank of £0 (down £51 from £51).
Does Vertis Private Wealth Management use any other names?
It has previously used the name Mitchell Neale Investment Services Limited.

Sources and links

The full report on Vertis Private Wealth Management Limited

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