Wessex Investment Management Limited: FCA regulated?

Authorised by the FCA

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

Authorised for 22 years
Your funds are protected by FSCS
No FCA actions
Active company since 2000
Accounts filed up to 31 December 2025

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

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

01747 859411
Address

Number ONE, The Wincombe Centre, Wincombe Business Park, Shaftesbury, Dorset, SP7 9QJ, United Kingdom

In the full report: 3 background checks

When wessexim.co.uk first appeared online, and whether it can receive email
What kind of line 01747 859411 is
Who else gives the postcode SP7 9QJ

Other names (2)

If you were contacted under any of these names, it is this firm.

Abacus Financial (Investments & Pensions) Former trading name: A name it used to trade under.
Just Advice Former trading name: A name it used to trade under.

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 · Arrange equity release 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 (15 permissions)

Acting as a CBTL advisor
Acting as a CBTL arranger
Advising on a home reversion plan
Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on P2P agreements
Advising on Pension Transfers and Pension Opt Outs
Advising on regulated mortgage contracts
Arranging (bringing about) a home reversion plan
Arranging (bringing about) deals in investments
Arranging (bringing about) regulated mortgage contracts
Credit Broking
Making arrangements with a view to a home reversion plan
Making arrangements with a view to regulated mortgage contracts
Making arrangements with a view to transactions in investments
Providing Credit Information Services

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: 04132770 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 29 December 2000 (25 years old)
Registered office: Number One, Carnegie Road, Newbury, Berkshire, RG14 5DJ
Nature of business: Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Kevin John Bailey	Director	May 1962	29 Dec 2000	3 other companies
Richard Mark Lodge Taylor	Director	Jan 1952	24 Sep 2004	19 other companies
Richard Mark Lodge Taylor	Secretary	Not published	18 Oct 2023	–

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: 20
closed down: 11
is FCA-registered: 1

In the full report: all 20 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 2 companies these 2 directors run together
All 9 people who have ever been directors, with their dates

Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Total equity

£113k

No earlier figure to compare

Cash at bank

£64.3k

+56% from £41.1k

Employees (average)

8

Same as 8

Owed within a year

£41.3k

−19% from £51.1k

No turnover or profit for the year to 31 December 2025: the accounts print them but do not tag them. The last tagged figures are £720k turnover and −£31.5k profit, for the year to 31 December 2024.

Turnover and profit

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 04132770. 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

Wessex Investment Management’s history from the FCA register and Companies House, newest first.

Key events (5) All events (27)

2016

30 June 2016

Wessex Investment Holdings Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

Regulated by the FCA from this date

FCA register

2004

2 August 2004

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

FCA register

2000

29 December 2000

Incorporated at Companies House

Companies House

In the full report: all 27 events

All 27 events in its history (5 shown here)
Every director appointment and resignation: 14

Firms connected to Wessex Investment Management

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

connected firms: 3
share a director: 1
share its postcode: 2

In the full report: all 3 connected firms, named

How each is linked: shared directors (1), the same postcode (2)
Who links each one: the named directors, with dates

Firms like Wessex Investment Management

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

In Shaftesbury

3-S Financial ManagementShaftesburyAuthorised Bloomfield & Associates LimitedShaftesburyAppointed representative Peter Harding Practice LtdShaftesburyAppointed representative Wessex Financial Planning LimitedShaftesburyAuthorised

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 Wessex Investment Management

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

20 other companies its directors have run, named
3 background checks on its contact details
All 27 events in its history
3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Wessex Investment Management Limited FCA authorised?

Yes, Wessex Investment Management Limited (FRN 400509) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2004 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Wessex Investment Management’s phone number and website?

The FCA register lists the phone number 01747 859411 and the website wessexim.co.uk for Wessex Investment Management. If you were given different contact details, use these to check with the firm before going any further.

Is Wessex Investment Management a scam or clone?

Wessex Investment 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 Wessex Investment 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 Wessex Investment Management to the Financial Ombudsman Service, free of charge.

Who owns Wessex Investment Management?

Wessex Investment Management is owned by Wessex Investment Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 30 June 2016.

Who runs Wessex Investment Management?

Companies House lists 2 directors of Wessex Investment Management: Kevin John Bailey and Richard Mark Lodge Taylor.

How long has Wessex Investment Management been in business?

The company was formed on 29 December 2000, and has held its current FCA authorisation since August 2004.

What do Wessex Investment Management’s latest accounts show?

Its latest accounts, to 31 December 2025, show total equity of £113k (no earlier figure to compare) and cash at bank of £64.3k (+56% from £41.1k).

Does Wessex Investment Management use any other names?

It has previously used 2 other names: Abacus Financial (Investments & Pensions) and Just Advice.