Wellway Wealth Management Limited Liability Partnership: FCA regulated?

Authorised by the FCA

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

Authorised for 16 years
Your funds are protected by FSCS
No FCA actions
Active company since 2008
1 thing worth a closer look in the background checks

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

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

01670 514433
Address

Borough Hall, Wellway, Morpeth, Northumberland, NE61 1BN, United Kingdom

In the full report: 3 background checks, 1 thing worth a closer look

When wellwaywealth.co.uk first appeared online, and whether it can receive email
What kind of line 01670 514433 is
Who else gives the postcode NE61 1BN

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 P2P agreements
Advising on Pension Transfers and Pension Opt Outs
Arranging (bringing about) deals in investments
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: OC341125 (opens Companies House in a new tab)
Company status: Active
Company type: Limited liability partnership
Incorporated: 30 October 2008 (18 years old)
Registered office: Matches the FCA register address ✓

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Richard Thompson	LLP designated member	Jul 1960	30 Oct 2008	7 other companies
Janet Yvonne Travis	LLP designated member	Jul 1962	30 Oct 2008	6 other companies

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: 10
closed down: 4
is FCA-registered: 1

In the full report: all 10 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 one on the FCA register
The 3 companies these 2 directors run together

Key dates in its history

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

Key events (6) All events (11)

2016

6 April 2016

Janet Yvonne Travis became a part-owner (25–50% of shares)
Richard Thompson became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

Regulated by the FCA from this date

FCA register

2010

11 February 2010

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

FCA register

2008

30 October 2008

Incorporated at Companies House

Companies House

In the full report: all 11 events

All 11 events in its history (6 shown here)
Every director appointment and resignation: 2

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.

past link: 1

In the full report: all 0 connected firms, named

1 past link through former directors

Similar firms

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

In Morpeth

Karen Richardson Financial Services LimitedMorpethAuthorised Northumbrian Financial LimitedMorpethAuthorised A & K Financial Management LimitedMorpethAppointed representative Henderson Independent Financial Management LimitedMorpethAppointed representative Joseph DonkinMorpethAppointed representative Mythril Financial Planning LtdMorpethAppointed 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 this firm

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10 other companies its directors have run, named
3 background checks on its contact details, 1 flagged
All 11 events in its history

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Frequently asked questions about this firm

Is Wellway Wealth Management Limited Liability Partnership FCA authorised?

Yes, Wellway Wealth Management Limited Liability Partnership (FRN 504210) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since February 2010 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Wellway Wealth Management Limited Liability Partnership’s phone number and website?

The FCA register lists the phone number 01670 514433 and the website wellwaywealth.co.uk for Wellway Wealth Management Limited Liability Partnership. If you were given different contact details, use these to check with the firm before going any further.

Is Wellway Wealth Management Limited Liability Partnership a scam or clone?

Wellway Wealth Management Limited Liability Partnership 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 Wellway Wealth Management Limited Liability Partnership?

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 Wellway Wealth Management Limited Liability Partnership to the Financial Ombudsman Service, free of charge.

Who owns Wellway Wealth Management Limited Liability Partnership?

Companies House lists 2 people with significant control of Wellway Wealth Management Limited Liability Partnership: Ms Janet Yvonne Travis (25–50% of surplus assets) and Mr Richard Thompson (25–50% of surplus assets).

Who runs Wellway Wealth Management Limited Liability Partnership?

Companies House lists 2 directors of Wellway Wealth Management Limited Liability Partnership: Richard Thompson and Janet Yvonne Travis.

How long has Wellway Wealth Management Limited Liability Partnership been in business?

The company was formed on 30 October 2008, and has held its current FCA authorisation since February 2010.