Wealthfusion Limited: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 6 years
Your funds are protected by FSCS
No FCA actions
Active company since 2019
Accounts filed up to 31 December 2021

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.

Website

wealthfusion.co.uk (opens in a new tab)
Phone number

020 8154 7030
Address

Landmark, 2 Portman Street, London, Westminster, W1H 6DU, United Kingdom

In the full report: 3 background checks

When wealthfusion.co.uk first appeared online, and whether it can receive email
What kind of line 020 8154 7030 is
Who else gives the postcode W1H 6DU

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.
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)
Arranging (bringing about) deals in investments
Arranging safeguarding and administration of assets
Dealing in investments as agent
Making arrangements with a view to transactions in investments
Managing investments

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: 12079392 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 2 July 2019 (7 years old)
Registered office: Suite 328, 3rd Floor, 2 Portman Street, London, W1H 6DU, United Kingdom
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)
Management consultancy activities other than financial management (SIC 70229)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Udit Pal Garg	Director	Sep 1973	2 Jul 2019	8 other companies
Rajesh Kumar Jogi	Director	Mar 1968	1 Jul 2021	None
Jane Clare Grier	Director	Jan 1964	1 Jan 2024	3 other companies
Amit Puri	Director	Nov 1979	14 May 2026	3 other companies

Other companies run by these 4 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: 14
closed down: 4
is FCA-registered: 1

In the full report: all 14 companies, named

What each company does, and whether it is still trading
Which of these 4 directors sit on each board, and since when
Any that went into liquidation or administration
The one on the FCA register
All 5 people who have ever been directors, with their dates

Filed accounts and finances

Year to 31 December 2021Small company accountsNot audited

Net assets

£916k

+537% from £144k

Cash at bank

£360k

+191% from £124k

Employees (average)

4

Up 4 from 0

Owed within a year

£197k

−67% from £605k

Assets and liabilities

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 12079392. 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

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

Key events (5) All events (15)

2020

2 March 2020

Regulated by the FCA from this date
FCA imposed a requirement (May control but not hold client money)
Became authorised by the FCA

FCA register

2019

2 July 2019

Incorporated at Companies House
Fusion Mpc Limited took control (75–100% of shares)

Companies House

In the full report: all 15 events

All 15 events in its history (5 shown here)
Every director appointment and resignation: 8

Firms connected to Wealthfusion

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

connected firm: 1
share a director: 1
share its postcode: 1

In the full report: the connected firm, named

How it is linked: shared directors (1), the same postcode (1)
Who links it to this firm: the named directors, with dates

Firms like Wealthfusion

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

In London

UBS Asset Management (UK) LtdLondonAuthorised UBS Asset Management Funds LtdLondonAuthorised Revolut Trading LtdLondonAuthorised BlackRock Advisors (UK) LimitedLondonAuthorised BlackRock Fund Managers LimitedLondonAuthorised BlackRock Investment Management (UK) LimitedLondonAuthorised

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 Wealthfusion

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

14 other companies its directors have run, named
3 background checks on its contact details
All 15 events in its history
1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Wealthfusion Limited FCA authorised?

Yes, Wealthfusion Limited (FRN 914259) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since March 2020 and works as an investment or fund manager. The FCA has placed a limit on what it may do.

What is Wealthfusion’s phone number and website?

The FCA register lists the phone number 020 8154 7030 and the website wealthfusion.co.uk for Wealthfusion. If you were given different contact details, use these to check with the firm before going any further.

Is Wealthfusion a scam or clone?

Wealthfusion 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 Wealthfusion?

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 Wealthfusion to the Financial Ombudsman Service, free of charge.

Who owns Wealthfusion?

Wealthfusion is owned by Fusion Mpc Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 2 July 2019.

Who runs Wealthfusion?

Companies House lists 4 directors of Wealthfusion: Udit Pal Garg, Rajesh Kumar Jogi, Jane Clare Grier and Amit Puri.

How long has Wealthfusion been in business?

The company was formed on 2 July 2019, and has held its current FCA authorisation since March 2020.

What do Wealthfusion’s latest accounts show?

Its latest accounts, to 31 December 2021, show net assets of £916k (+537% from £144k) and cash at bank of £360k (+191% from £124k).