Wealthify Limited

Reference number: 662530

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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 wealthify.com first appeared online, and whether it can receive email
  • What kind of line 0800 802 1800 is
  • Who else gives the postcode CF64 1SA
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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 (6 permissions)
  • 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
  • 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
09034828
Company status
Active
Company type
Private limited company
Incorporated
12 May 2014 (12 years old)
Registered office
Tec Marina, Terra Nova Way, Penarth, Cardiff, CF64 1SA, Wales
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Michael Ashford Director May 1987 1 Mar 2016 None
Christopher Mark Wood Director Nov 1964 30 Nov 2020 10 other companies
Alessia Maria Emilia Kosagowsky Director Sep 1969 20 Oct 2022 1 other company
Nathalie Marie Oestmann Director Dec 1971 13 Dec 2023 6 other companies
Richard John Ambrose Director Oct 1974 26 Nov 2024 3 other companies
Jasmin Islam Slider Director Mar 1978 4 Jun 2026 6 other companies

Other companies run by these 6 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
19
still active
19
are FCA-registered
9

In the full report: all 19 companies, named

  • What each company does, and whether it is still trading
  • Which of these 6 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 9 on the FCA register
  • The 4 companies these 6 directors run together
  • All 18 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Full accountsAudited

Profit before tax

−£9.53m

Up £5.90m from −£15.4m

Net assets

£8.84m

+121% from £3.99m

Cash at bank

£5.86m

+53% from £3.84m

Owed within a year

£1.83m

−10% from £2.04m

The accounts for the year to 31 December 2025 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £2.43m, for the year to 31 December 2022.

Profit before tax

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • 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 09034828. 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

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

Key events (6) All events (38)

2018

9 February 2018

  • Richard Byron Theodossiades stopped being a part-owner
  • Wealthify Group Limited took control (75–100% of shares)

Companies House

2016

6 April 2016

  • Richard Byron Theodossiades became a part-owner (25–50% of shares)

Companies House

2015

12 October 2015

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

FCA register

2014

12 May 2014

  • Incorporated at Companies House

Companies House

In the full report: all 38 events

  • All 38 events in its history (6 shown here)
  • Every director appointment and resignation: 30
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Firms connected to Wealthify

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

connected firms
9
share a director
7
share its postcode
2

In the full report: all 9 connected firms, named

  • How each is linked: shared directors (7), the same postcode (2)
  • Who links each one: the named directors, with dates
  • 2 past links through former directors
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Firms like Wealthify

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

In the Cardiff (CF) postcode area

Lowndes Halsden & Partners LimitedCardiffAuthorisedWestBridge Fund Managers LimitedCardiffAuthorisedMV Partners LimitedCardiffAppointed representativeWaterspring Ventures LtdCardiffAppointed representativePrometheus Tech LTDCardiffAppointed 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 Wealthify

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

  • 19 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 38 events in its history
  • 9 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Wealthify Limited FCA authorised?
Yes, Wealthify Limited (FRN 662530) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2015 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Wealthify’s phone number and website?
The FCA register lists the phone number 0800 802 1800 and the website wealthify.com for Wealthify. If you were given different contact details, use these to check with the firm before going any further.
Is Wealthify a scam or clone?
Wealthify 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 Wealthify?
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 Wealthify to the Financial Ombudsman Service, free of charge.
Who owns Wealthify?
Wealthify is owned by Wealthify Group Limited, which holds 75–100% of shares, since 9 February 2018. Before that, it was controlled by Mr Richard Byron Theodossiades.
Who runs Wealthify?
Companies House lists 6 directors of Wealthify: Michael Ashford, Christopher Mark Wood, Alessia Maria Emilia Kosagowsky, Nathalie Marie Oestmann, Richard John Ambrose and Jasmin Islam Slider.
How long has Wealthify been in business?
The company was formed on 12 May 2014, and has held its current FCA authorisation since October 2015.
What do Wealthify’s latest accounts show?
Its latest accounts, to 31 December 2025, show profit before tax of −£9.53m (up £5.90m from −£15.4m) and net assets of £8.84m (+121% from £3.99m).

Sources and links

The full report on Wealthify Limited

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