Wealth Matters Limited

Reference number: 300635

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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 wealth-matters.co.uk first appeared online, and whether it can receive email
  • What kind of line 01582 720511 is, and the other firm that gives it
  • Who else gives the postcode LU1 3LU
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Other names (1)

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

  • The Mortgage Professionals Limited Former 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.
  • 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 (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • Debt-counselling
  • 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
03862593
Company status
Active
Company type
Private limited company
Incorporated
21 October 1999 (27 years old)
Registered office
727 Capability Green, Luton, Beds, LU1 3LU
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Julian David Francis Gilbert Director Feb 1968 22 Oct 1999 6 other companies
Ekaterina Gilbert Director Apr 1979 25 Nov 2016 1 other company

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
closed down
3
run together
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 1 company these 2 directors run together
  • All 5 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Full accountsNot audited

Net assets

£6.75m

+21% from £5.56m

Cash at bank

£470k

+24% from £380k

Owed within a year

£829k

+9.6% from £756k

Assets and liabilities

In the full report: all 8 years of accounts

  • Every year from 2019 to 2026
  • 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.

Accounts filed at Companies House for company 03862593. 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 Matters’s history from the FCA register and Companies House, newest first.

Key events (6) All events (17)

2016

6 April 2016

  • Julian David Francis Gilbert took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2007

9 August 2007

  • Changed its registered name from "The Mortgage Professionals Limited"

FCA register

2004

31 October 2004

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

FCA register

1999

21 October 1999

  • Incorporated at Companies House

Companies House

In the full report: all 17 events

  • All 17 events in its history (6 shown here)
  • Every director appointment and resignation: 6
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Firms connected to Wealth Matters

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

connected firm
1
no longer authorised
1
share its phone number
1

In the full report: the connected firm, named

  • How it is linked: 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 Wealth Matters

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

Elsewhere in the UK

(SMT) Money Matters LimitedCrawleyAuthorised415 LLPWantageAuthorisedAbsolute Sense Independent Financial Advisers LimitedElySee the registerAcorn to Oaks Financial Services LtdWillenhallAuthorisedActive Financial Partners LimitedWaterloovilleAuthorisedActive Investment Managers LimitedHullAuthorised

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 Matters

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
  • 8 years of accounts, charted
  • All 17 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Wealth Matters Limited FCA authorised?
Yes, Wealth Matters Limited (FRN 300635) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2004 and works as a pension transfer adviser. The FCA has placed no limits on its permissions.
What is Wealth Matters’ phone number and website?
The FCA register lists the phone number 01582 720511 and the website wealth-matters.co.uk for Wealth Matters. 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, one of which is no longer authorised.
Is Wealth Matters a scam or clone?
Wealth Matters 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 Matters?
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 Matters to the Financial Ombudsman Service, free of charge.
Who owns Wealth Matters?
Companies House lists one person with significant control of Wealth Matters: Mr Julian David Francis Gilbert (75–100% of shares).
Who runs Wealth Matters?
Companies House lists 2 directors of Wealth Matters: Julian David Francis Gilbert and Ekaterina Gilbert.
How long has Wealth Matters been in business?
The company was formed on 21 October 1999, and has held its current FCA authorisation since October 2004.
What do Wealth Matters’ latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £6.75m (+21% from £5.56m) and cash at bank of £470k (+24% from £380k).
Does Wealth Matters use any other names?
It has previously used the name The Mortgage Professionals Limited.

Sources and links

The full report on Wealth Matters Limited

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