Wealthwise Financial Solutions Ltd

Reference number: 937742

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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 wealthwisefs.co.uk first appeared online, and whether it can receive email
  • What kind of line 07950 253923 is
  • Who else gives the postcode WD6 3SY
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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.
  • 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 (12 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • 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
12866490
Company status
Active
Company type
Private limited company
Incorporated
8 September 2020 (6 years old)
Registered office
720 Centennial Court, Centennial Park, Catalyst House, Brentano Suite, Elstree, Hertfordshire, WD6 3SY, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Daniel Aharon Director Oct 1979 23 Jul 2021 4 other companies
Alexander Richard Mammon Director Oct 1983 23 Jul 2021 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
4
closed down
3
run together
1

In the full report: all 4 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 2026Small company accountsNot audited

Net assets

£6,601

−67% from £20.0k

Employees (average)

4

Same as 4

Owed within a year

£65.7k

−22% from £84.7k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2021 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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 12866490. 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

Wealthwise Financial Solutions’s history from the FCA register and Companies House, newest first.

Key events (9) All events (18)

2023

4 May 2023

  • Neil Jacobs stopped being a part-owner

Companies House

2021

23 July 2021

  • Alexander Richard Mammon became a part-owner (25–50% of shares)
  • Daniel Aharon became a part-owner (25–50% of shares)
  • Daniel Coburn stopped being a part-owner

Companies House

1 March 2021

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

FCA register · Companies House

2020

8 September 2020

  • Incorporated at Companies House
  • Daniel Coburn became a part-owner (25–50% of shares)
  • Neil Jacobs became a part-owner (25–50% of shares)

Companies House

In the full report: all 18 events

  • All 18 events in its history (9 shown here)
  • Every director appointment and resignation: 8
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Firms like Wealthwise Financial Solutions

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

In Elstree

Elite Professional Finance LimitedElstreeAppointed representativeThe Topaz Mortgage Company LimitedElstreeAppointed representative

In the Watford (WD) postcode area

Caroline O'ConnorWatfordAuthorisedCommercial Processing Centre LimitedBusheyAuthorisedFadders Consultancy LtdBorehamwoodAuthorisedFirst Thought Financial LimitedAuthorised

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 Wealthwise Financial Solutions

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

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 18 events in its history

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Frequently asked questions about this firm

Is Wealthwise Financial Solutions Ltd FCA authorised?
Yes, Wealthwise Financial Solutions Ltd (FRN 937742) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since March 2021 and works as a mortgage adviser or broker. The FCA has placed no limits on its permissions.
What is Wealthwise Financial Solutions’ phone number and website?
The FCA register lists the phone number 07950 253923 and the website wealthwisefs.co.uk for Wealthwise Financial Solutions. If you were given different contact details, use these to check with the firm before going any further.
Is Wealthwise Financial Solutions a scam or clone?
Wealthwise Financial Solutions 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 Financial Solutions?
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 Financial Solutions to the Financial Ombudsman Service, free of charge.
Who owns Wealthwise Financial Solutions?
Companies House lists 2 people with significant control of Wealthwise Financial Solutions: Mr Daniel Aharon (25–50% of shares) and Mr Alexander Richard Mammon (25–50% of shares). Before that, it was controlled by Mr Neil Jacobs and Mr Daniel Coburn.
Who runs Wealthwise Financial Solutions?
Companies House lists 2 directors of Wealthwise Financial Solutions: Daniel Aharon and Alexander Richard Mammon.
How long has Wealthwise Financial Solutions been in business?
The company was formed on 8 September 2020, and has held its current FCA authorisation since March 2021.
What do Wealthwise Financial Solutions’ latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £6,601 (−67% from £20.0k).

Sources and links

The full report on Wealthwise Financial Solutions Ltd

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