Vinco Wealth Management Limited

Reference number: 770606

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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 vincowealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 3950 0200 is
  • Who else gives the postcode WR1 1HB
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Other names (2)

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

  • Berkeley Capital Wealth Management Trading name
  • Vertex Capital Group Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · 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.
  • 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.
  • 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 (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

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
08692727
Company status
Active
Company type
Private limited company
Incorporated
16 September 2013 (13 years old)
Registered office
The Studio, 1 Canons Lane, Burgh Heath, Surrey, KT20 6DP, United Kingdom
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Mark Stephen Vincent Director Feb 1981 16 Sep 2013 None
Jamie Thomas Smith Director Dec 1975 20 Jan 2017 3 other companies

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
3
closed down
1
still active
2

In the full report: all 3 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
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Filed accounts and finances

Year to 31 January 2025Full accountsAudited

Turnover

£1.72m

+58% from £1.09m

Profit before tax

£105k

From a loss of £30.7k

Net assets

£124k

+16% from £107k

Cash at bank

£144k

+40% from £103k

Turnover and profit

In the full report: all 5 years of accounts

  • Every year from 2020 to 2025
  • Both charts, 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.

Accounts filed at Companies House for company 08692727. 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

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

Key events (5) All events (14)

2017

3 July 2017

  • Regulated by the FCA from this date
  • FCA imposed a requirement (May control but not hold client money)
  • Became authorised by the FCA

FCA register

2016

1 June 2016

  • Mark Stephen Vincent became the majority owner (50–75% of shares)

Companies House

2013

16 September 2013

  • Incorporated at Companies House

Companies House

In the full report: all 14 events

  • All 14 events in its history (5 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Vinco Wealth Management

Other FCA-listed firms that share a director, phone number or address with Vinco 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
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Firms like Vinco Wealth Management

Other firms of the same type (investment or fund manager), nearest first.

In the Worcester (WR) postcode area

Ballards FS LimitedDroitwichAppointed representative

Elsewhere in the UK

UBS Asset Management (Europe) S.A.AuthorisedUBS Asset Management (UK) LtdLondonAuthorisedUBS Asset Management Funds LtdLondonAuthorisedMarks and Spencer Unit Trust Management LimitedChesterAuthorisedJPMorgan Asset Management (Europe) SarlAuthorised

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 Vinco Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 14 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Vinco Wealth Management Limited FCA authorised?
Yes, Vinco Wealth Management Limited (FRN 770606) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2017 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Vinco Wealth Management’s phone number and website?
The FCA register lists the phone number 020 3950 0200 and the website vincowealth.co.uk for Vinco Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Vinco Wealth Management a scam or clone?
Vinco 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 Vinco 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 Vinco Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Vinco Wealth Management?
Companies House lists one person with significant control of Vinco Wealth Management: Mr Mark Stephen Vincent (50–75% of shares).
Who runs Vinco Wealth Management?
Companies House lists 2 directors of Vinco Wealth Management: Mark Stephen Vincent and Jamie Thomas Smith.
How long has Vinco Wealth Management been in business?
The company was formed on 16 September 2013, and has held its current FCA authorisation since July 2017.
What do Vinco Wealth Management’s latest accounts show?
Its latest accounts, to 31 January 2025, show turnover of £1.72m (+58% from £1.09m) and profit before tax of £105k (from a loss of £30.7k).
Does Vinco Wealth Management use any other names?
It trades as Berkeley Capital Wealth Management. It has previously used the name Vertex Capital Group.

Sources and links

The full report on Vinco Wealth Management Limited

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