Wealth Club Asset Management Limited

Reference number: 400139

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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 wealthclub.co.uk first appeared online, and whether it can receive email
  • What kind of line 0117 929 0511 is, and the other firm that gives it
  • Who else gives the postcode BS8 1BA
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Other names (5)

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

  • ApplicationAdmin Trading name
  • Clubfinance Trading name
  • Frequent Trader Trading name
  • SelfSelectInsurance.com Trading name
  • Clubfinance Ltd. Former 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.
  • 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 (8 permissions)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • 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
  • Safeguarding and administration of assets (without arranging)

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
04522114
Company status
Active
Company type
Private limited company
Incorporated
30 August 2002 (24 years old)
Registered office
20 Richmond Hill, Bristol, BS8 1BA, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Accounting and auditing activities (SIC 69201)
  • Financial management (SIC 70221)
  • Combined office administrative service activities (SIC 82110)

Directors and company secretaries

Name Role Born Appointed Other companies
Alexander James Fraser Davies Director Oct 1975 9 Jan 2018 9 other companies
Marta Caricato Director Oct 1975 9 Jan 2018 5 other companies
Sheridan Arthur Harold Leech Director Jan 1993 1 May 2021 3 other companies
Ruth Gillian Richards Director Mar 1975 1 May 2021 3 other companies
Simon Fredericus Silvester Power Director Dec 1977 30 Oct 2023 3 other companies

Other companies run by these 5 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
12
closed down
1
are FCA-registered
3

In the full report: all 12 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 3 on the FCA register, including one no longer authorised
  • The 3 companies these 5 directors run together
  • All 9 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 June 2026Full accountsAudited

Turnover

£791k

−7.9% from £860k

Profit before tax

£208k

+6.6% from £195k

Net assets

£1.47m

+12% from £1.31m

Cash at bank

£1.33m

<1% from £1.33m

Turnover and profit

In the full report: all 5 years of accounts

  • Every year from 2020 to 2026
  • 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 04522114. 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

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

Key events (11) All events (30)

2019

2 April 2019

  • Changed its registered name from "Clubfinance Ltd."

FCA register

2018

9 January 2018

  • Board replaced: both directors left and 4 new directors took over
  • David James Scrivens stopped being a part-owner
  • Philip Keith Rhoden stopped being a part-owner
  • Wealth Club Limited took control (75–100% of shares)

Companies House

2016

6 April 2016

  • David James Scrivens became a part-owner (25–50% of shares)
  • Philip Keith Rhoden became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2004

25 October 2004

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

FCA register

2002

30 August 2002

  • Incorporated at Companies House

Companies House

In the full report: all 30 events

  • All 30 events in its history (11 shown here)
  • Every director appointment and resignation: 13
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Firms connected to Wealth Club Asset Management

Other FCA-listed firms that share a director, phone number or address with Wealth Club Asset 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
  • 2 past links through former directors
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Firms like Wealth Club Asset Management

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

In Bristol

Hargreaves Lansdown Asset Management LimitedBristolAuthorisedHargreaves Lansdown Fund Managers Ltd.BristolAuthorisedChurchill Wealth Management LimitedBristolAuthorisedComputershare Investor Services PLCBristolAuthorisedEden Park Investment Management LtdBristolAuthorisedIndustrial Common Ownership Finance LimitedBristolAuthorised

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 Club Asset Management

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

  • 12 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 30 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Wealth Club Asset Management Limited FCA authorised?
Yes, Wealth Club Asset Management Limited (FRN 400139) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2004 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Wealth Club Asset Management’s phone number and website?
The FCA register lists the phone number 0117 929 0511 and the website wealthclub.co.uk for Wealth Club Asset 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 Wealth Club Asset Management a scam or clone?
Wealth Club Asset 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 Wealth Club Asset Management?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Wealth Club Asset Management to the Financial Ombudsman Service, free of charge.
Who owns Wealth Club Asset Management?
Wealth Club Asset Management is owned by Wealth Club Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 9 January 2018. Before that, it was controlled by Dr Philip Keith Rhoden and Mr David James Scrivens.
Who runs Wealth Club Asset Management?
Companies House lists 5 directors of Wealth Club Asset Management: Alexander James Fraser Davies, Marta Caricato, Sheridan Arthur Harold Leech, Ruth Gillian Richards and Simon Fredericus Silvester Power.
How long has Wealth Club Asset Management been in business?
The company was formed on 30 August 2002, and has held its current FCA authorisation since October 2004.
What do Wealth Club Asset Management’s latest accounts show?
Its latest accounts, to 30 June 2026, show turnover of £791k (−7.9% from £860k) and profit before tax of £208k (+6.6% from £195k).
Does Wealth Club Asset Management use any other names?
It trades as ApplicationAdmin, Clubfinance, Frequent Trader and SelfSelectInsurance.com. It has previously used the name Clubfinance Ltd..

Sources and links

The full report on Wealth Club Asset Management Limited

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