Wealth At Work Limited

Reference number: 417367

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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 wealthatwork.co.uk first appeared online, and whether it can receive email
  • What kind of line 0800 234 6880 is
  • Who else gives the postcode L3 9SJ
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Other names (5)

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

  • my wealth Trading name
  • my wealth INVEST Trading name
  • my wealth private Trading name
  • JPMorgan Invest (UK) Limited Former name
  • Life Academy 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.
  • 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 (13 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Causing dematerialised instructions to be sent
  • Credit Broking
  • Dealing in investments as agent
  • Dealing in investments as principal
  • Establishing/operating/winding up a personal pension scheme
  • Making arrangements with a view to transactions in investments
  • Managing investments
  • Sending dematerialised instructions

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
05225819
Company status
Active
Company type
Private limited company
Incorporated
8 September 2004 (22 years old)
Registered office
Third Floor, 5 St Paul's Square, Liverpool, L3 9SJ, United Kingdom
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
Jonathan Roy Watts Lay Director Jan 1966 4 Oct 2004 3 other companies
David Frederick Cassidy Director Jul 1955 4 Oct 2004 17 other companies
Mark Leonard Hutchinson Director Apr 1956 6 Aug 2009 18 other companies
Ian James Copelin Director Jul 1971 6 Aug 2009 14 other companies
Paul Eric Morton Director Feb 1969 6 Aug 2009 13 other companies
Stuart Murray Payne Director May 1974 22 Sep 2009 17 other companies
Alan Keith Whalley Director Feb 1956 6 Feb 2013 27 other companies
David Gagie Director Feb 1955 1 Nov 2025 None
Mark Leonard Hutchinson Secretary Not published 31 Jul 2009 18 other companies

Other companies run by these 8 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
43
closed down
11
went insolvent
1

In the full report: all 43 companies, named

  • What each company does, and whether it is still trading
  • Which of these 8 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 2 on the FCA register
  • The 18 companies these 8 directors run together
  • All 18 people who have ever been directors, with their dates
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Key dates in its history

Wealth At Work’s history from the FCA register and Companies House, newest first.

Key events (7) All events (43)

2019

31 December 2019

  • FCA imposed a requirement (May control but not hold client money)

FCA register

2016

6 April 2016

  • Wealth At Work Midco Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

13 August 2009

  • Changed its registered name from "JPMorgan Invest (UK) Limited"

FCA register

2005

16 May 2005

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2004

8 September 2004

  • Incorporated at Companies House

Companies House

In the full report: all 43 events

  • All 43 events in its history (7 shown here)
  • Every director appointment and resignation: 26
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Firms connected to Wealth At Work

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

connected firms
5
share a director
1
share its postcode
5

In the full report: all 5 connected firms, named

  • How each is linked: shared directors (1), the same postcode (5)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like Wealth At Work

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

In Liverpool

Stellar Asset Management LimitedLiverpoolAuthorisedArete Capital Partners LLPLiverpoolAppointed representative

In the Liverpool (L) postcode area

Astute Investment Management LtdMerseysideAuthorised

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 Wealth At Work

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

  • 43 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 43 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Wealth At Work Limited FCA authorised?
Yes, Wealth At Work Limited (FRN 417367) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2005 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Wealth At Work’s phone number and website?
The FCA register lists the phone number 0800 234 6880 and the website wealthatwork.co.uk for Wealth At Work. If you were given different contact details, use these to check with the firm before going any further.
Is Wealth At Work a scam or clone?
Wealth At Work 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 Wealth At Work?
It may control client money but not hold it. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Wealth At Work to the Financial Ombudsman Service, free of charge.
Who owns Wealth At Work?
Wealth At Work is owned by Wealth At Work Midco Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs Wealth At Work?
Companies House lists 8 directors of Wealth At Work: Jonathan Roy Watts Lay, David Frederick Cassidy, Mark Leonard Hutchinson, Ian James Copelin, Paul Eric Morton, Stuart Murray Payne and 2 more.
How long has Wealth At Work been in business?
The company was formed on 8 September 2004, and has held its current FCA authorisation since May 2005.
Does Wealth At Work use any other names?
It trades as my wealth, my wealth INVEST and my wealth private. It has previously used 2 other names: JPMorgan Invest (UK) Limited and Life Academy.

Sources and links

The full report on Wealth At Work Limited

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