Wealthwise Corporate Financial Management Ltd

Reference number: 516797

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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 wealthwise.co.uk first appeared online, and whether it can receive email
  • What kind of line 01827 317380 is
  • Who else gives the postcode B79 7QF
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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.
  • 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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Firm to cease advising on DB pension transfers
    Requirement 1 (restriction on regulated activities) 1. The Firm must immediately cease: a) advising on conversion or transfer of pension benefits; b) completing pipeline business in relation to the conversion or transfer of pension benefits; and/or c) providing confirmation that appropriate independent advice has been provided for the purpose of section 48 of the Pension Schemes Act 2015. Effective date 2. The Requirement in this application is to take immediate effect on its acceptance by the FCA and notification of such to the Firm by email. 3. The Requirement will stay in effect until the FCA is satisfied that it can be lifted and the firm is notified of that in writing by the FCA. Definitions and interpretation 4. In this application: a) terms have the same meaning as in the FCA Handbook, unless otherwise stated; b) “pipeline business” includes any business currently being processed where the transfer or conversion has not been completed, for example it has not yet been submitted to the trustees of the ceding arrangement and/or to the provider of the proposed arrangement.

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.

Concerns on the company record

  • Confirmation statement is overdue at Companies House.
Company number
05199159
Company status
Active
Company type
Private limited company
Incorporated
6 August 2004 (22 years old)
Registered office
The Old Council Chambers, Halford Street, Tamworth, Staffordshire, B79 7RB, United Kingdom
Nature of business
  • Life insurance (SIC 65110)
  • Non-life insurance (SIC 65120)
  • Pension funding (SIC 65300)

Directors and company secretaries

Name Role Born Appointed Other companies
Andrew Roy Ditchfield Director Dec 1958 12 Aug 2004 8 other companies
Lynne Hazel Ditchfield Director Jun 1958 20 Aug 2012 1 other company
Lynne Ditchfield Secretary Not published 13 Sep 2005 –

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
8
closed down
5
are FCA-registered
2

In the full report: all 8 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 2 on the FCA register
  • The 1 company these 2 directors run together
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 August 2025Small company accountsNot audited

Net assets

£1,528

−46% from £2,811

Cash at bank

£598

Up £1 from £597

Employees (average)

5

Same as 5

Owed within a year

£194k

+17% from £166k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • 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 05199159. 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

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

Key events (7) All events (14)

2023

15 December 2023

  • FCA imposed a requirement (Firm to cease advising on DB pension transfers)

FCA register

2016

6 April 2016

  • Andrew Roy Ditchfield became a part-owner (25–50% of shares)
  • Lynne Hazel Ditchfield became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2010

16 November 2010

  • Became authorised by the FCA

FCA register

20 January 2010

  • Regulated by the Financial Services Authority from this date

FCA register

2004

6 August 2004

  • Incorporated at Companies House

Companies House

In the full report: all 14 events

  • All 14 events in its history (7 shown here)
  • Every director appointment and resignation: 4
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Connected firms

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

connected firms
2
share a director
1
share its postcode
1

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (1), the same postcode (1)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Similar firms

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

In Tamworth

Avon HouseTamworthAuthorisedChamberlain Wealth Management LtdTamworthAuthorisedColbourne & CompanyTamworthAuthorisedJB Financial Advice LtdTamworthAuthorisedMedics Financial Services LimitedTamworthAuthorisedOak Four LimitedTamworthAuthorised

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 this firm

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

  • 8 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 14 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Wealthwise Corporate Financial Management Ltd FCA authorised?
Yes, Wealthwise Corporate Financial Management Ltd (FRN 516797) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2010 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Wealthwise Corporate Financial Management’s phone number and website?
The FCA register lists the phone number 01827 317380 and the website wealthwise.co.uk for Wealthwise Corporate Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Wealthwise Corporate Financial Management a scam or clone?
Wealthwise Corporate Financial 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 Wealthwise Corporate Financial Management?
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 Wealthwise Corporate Financial Management to the Financial Ombudsman Service, free of charge.
Who owns Wealthwise Corporate Financial Management?
Companies House lists 2 people with significant control of Wealthwise Corporate Financial Management: Mr Andrew Roy Ditchfield (25–50% of shares) and Mrs Lynne Hazel Ditchfield (25–50% of shares).
Who runs Wealthwise Corporate Financial Management?
Companies House lists 2 directors of Wealthwise Corporate Financial Management: Andrew Roy Ditchfield and Lynne Hazel Ditchfield.
How long has Wealthwise Corporate Financial Management been in business?
The company was formed on 6 August 2004, and has held its current FCA authorisation since November 2010.
What do Wealthwise Corporate Financial Management’s latest accounts show?
Its latest accounts, to 31 August 2025, show net assets of £1,528 (−46% from £2,811) and cash at bank of £598 (up £1 from £597).

Sources and links

The full report on Wealthwise Corporate Financial Management Ltd

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