Wealth Concierge Limited

Reference number: 718788

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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 246wm.com first appeared online, and whether it can receive email
  • What kind of line 07854 369872 is
  • Who else gives the postcode WS6 6JR
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Other names (6)

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

  • 246 Finance & Protection Trading name
  • 246 Financial Planning Trading name
  • 246 Group Trading name
  • 246 Wealth Management Trading name
  • BD Veritas Protect Former trading name
  • ROC Money & Protection Former trading 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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (10 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

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
09660789
Company status
Active
Company type
Private limited company
Incorporated
29 June 2015 (11 years old)
Registered office
101 New Cavendish Street, 1st Floor South, London, W1W 6XH, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Andrew John Killian Director Aug 1957 29 Jun 2015 None
Joshua Robert Saul Director Apr 1982 20 Oct 2022 6 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
6
still active
6
is FCA-registered
1

In the full report: all 6 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
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2023Small company accountsNot audited

Net assets

−£70.3k

Down £12.5k from −£57.8k

Cash at bank

£2,442

−22% from £3,130

Employees (average)

3

Same as 3

Owed within a year

£64.3k

+24% from £51.8k

Net assets are negative: on its last balance sheet the company owed £70.3k more than it owned.

Net assets

In the full report: all 5 years of accounts

  • Every year from 2019 to 2023
  • 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 09660789. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (7) All events (22)

2025

13 March 2025

  • Pure Gold Holdings Limited took control (75–100% of shares)

Companies House

2022

20 October 2022

  • Gregory Paul Walters gave up control
  • The Pure Holding Group Limited took control (75–100% of shares)

Companies House

2016

6 April 2016

  • Gregory Paul Walters took control (75–100% of shares)

Companies House

29 March 2016

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2015

29 June 2015

  • Incorporated at Companies House

Companies House

In the full report: all 22 events

  • All 22 events in its history (7 shown here)
  • Every director appointment and resignation: 6
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Firms connected to Wealth Concierge

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

connected firm
1
share a director
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Wealth Concierge

Other firms of the same type (mortgage adviser or broker), nearest first.

In Walsall

Arden Financial Services LtdWalsallAuthorisedSpotlite LimitedWalsallAuthorisedAgree Mortgage Solutions LtdWalsallAppointed representativeHans JenkinsWalsallAppointed representativeIzran BashirWalsallAppointed representativeJM Mortgages LimitedWalsallAppointed 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 Wealth Concierge

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

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 22 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Wealth Concierge Limited FCA authorised?
Yes, Wealth Concierge Limited (FRN 718788) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since March 2016 and works as a mortgage adviser or broker. The FCA has placed no limits on its permissions.
What is Wealth Concierge’s phone number and website?
The FCA register lists the phone number 07854 369872 and the website 246wm.com for Wealth Concierge. If you were given different contact details, use these to check with the firm before going any further.
Is Wealth Concierge a scam or clone?
Wealth Concierge 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 Concierge?
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 Wealth Concierge to the Financial Ombudsman Service, free of charge.
Who owns Wealth Concierge?
Wealth Concierge is owned by The Pure Holding Group Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 20 October 2022. Before that, it was controlled by Mr Gregory Paul Walters.
Who runs Wealth Concierge?
Companies House lists 2 directors of Wealth Concierge: Andrew John Killian and Joshua Robert Saul.
How long has Wealth Concierge been in business?
The company was formed on 29 June 2015, and has held its current FCA authorisation since March 2016.
What do Wealth Concierge’s latest accounts show?
Its latest accounts, to 31 March 2023, show net assets of −£70.3k (down £12.5k from −£57.8k) and cash at bank of £2,442 (−22% from £3,130).
Does Wealth Concierge use any other names?
It trades as 246 Finance & Protection, 246 Financial Planning, 246 Group and 246 Wealth Management. It has previously used 2 other names: BD Veritas Protect and ROC Money & Protection.

Sources and links

The full report on Wealth Concierge Limited

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