Vision Dental Wealth Management Limited

Reference number: 1043426

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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

Vision Independent Financial Advisors Ltd Reference number: 551169 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.
  • Vision Dental Wealth Management Limited (FRN 1043426) is an AR of Vision Independent Financial Advisors Ltd (FRN 551169). When you use Vision Dental Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Vision Dental Wealth Management, 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.

In the full report: 3 background checks

  • When visiondentalwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 0345 224 3175 is, and the other firm that gives it
  • Who else gives the postcode HX6 3DY
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Other names (1)

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

  • Vision Dental Wealth Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Vision Independent Financial Advisors Ltd, 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
16688930
Company status
Active
Company type
Private limited company
Incorporated
2 September 2025 (1 year old)
Registered office
The Old Chapel 6 Mill Bank Road, Mill Bank, Triangle, Sowerby Bridge, HX6 3DY, United Kingdom
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Alana Ceire Abel Director Jan 1986 2 Sep 2025 2 other companies
David Charles Abel Director Oct 1988 2 Sep 2025 2 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
2
still active
2
is FCA-registered
1

In the full report: all 2 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
  • The one on the FCA register
  • The 2 companies these 2 directors run together
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Key dates in its history

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

Key events (3) All events (6)

2025

5 November 2025

  • Became an appointed representative

FCA register

2 September 2025

  • Incorporated at Companies House
  • Vision Independent Financial Advisors Ltd took control (75–100% of shares)

Companies House

In the full report: all 6 events

  • All 6 events in its history (3 shown here)
  • Every director appointment and resignation: 2
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Firms connected to Vision Dental Wealth Management

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

connected firm
1
share a director
1
share its phone number
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1), the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Vision Dental Wealth Management

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

In Sowerby Bridge

Dolby Financial Planning LtdSowerby BridgeAppointed representativeVision Independent Financial Advisors LtdSowerby BridgeAuthorised

In the Halifax (HX) postcode area

Craven Slater & Associates LtdHalifaxAppointed representativeDrew Harper Financial Consultants LimitedHalifaxAppointed representativeGlynn BroadbentHalifaxAppointed representativeJulie ClaytonHebden BridgeAppointed representative

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 Vision Dental Wealth Management

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

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 6 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Vision Dental Wealth Management Limited FCA authorised?
Vision Dental Wealth Management Limited (FRN 1043426) 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 Vision Dental Wealth Management?
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. Vision Dental Wealth Management Limited (FRN 1043426) is an AR of Vision Independent Financial Advisors Ltd (FRN 551169). When you use Vision Dental Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Vision Dental Wealth Management, 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 Vision Dental Wealth Management’s phone number and website?
The FCA register lists the phone number 0345 224 3175 and the website visiondentalwealth.co.uk for Vision Dental Wealth Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Vision Dental Wealth Management a scam or clone?
Vision Dental 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 Vision Dental Wealth Management?
Protection works through Vision Independent Financial Advisors Ltd, the principal firm responsible for Vision Dental Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Vision Dental Wealth Management?
Vision Dental Wealth Management is owned by Vision Independent Financial Advisors Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 2 September 2025.
Who runs Vision Dental Wealth Management?
Companies House lists 2 directors of Vision Dental Wealth Management: Alana Ceire Abel and David Charles Abel.
How long has Vision Dental Wealth Management been in business?
The company was formed on 2 September 2025.
Does Vision Dental Wealth Management use any other names?
It trades as Vision Dental Wealth.

Sources and links

The full report on Vision Dental Wealth Management Limited

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