William Highbourne Wealth Management Limited
Reference number: 917125
Instant download
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.
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Phone number
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Address
Unit 3, Woodbury Business Park, Woodbury, Exeter, Devon, EX5 1AY, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When williamhighbourne.com first appeared online, and whether it can receive email
- What kind of line 01395 207350 is
- Who else gives the postcode EX5 1AY
Other names (4)
If you were contacted under any of these names, it is this firm.
- Aristo Capital Trading name: A name it trades under now.
- Aristo Planet Trading name: A name it trades under now.
- William Highbourne Trading name: A name it trades under now.
- William Highbourne Wealth Management Limitd Former name: A name it was registered under before.
FCA permissions and consumer protection
- Hold or safeguard your money · Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (8 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Arranging safeguarding and administration of assets
- Dealing in investments as agent
- Debt-counselling
- Making arrangements with a view to transactions in investments
- Managing investments
Limits on what they may do
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Robo advice requirement
The firm must not utilise a robo advice delivery channel in connection with any of its regulated activities
- This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.
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
- 07193496 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 17 March 2010 (16 years old)
- Registered office
- Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
- Nature of business
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- Fund management activities (SIC 66300)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Pieter Burger | Director | Apr 1963 | 17 Mar 2010 | None |
| Stuart Lee Hutton | Director | Dec 1968 | 31 Mar 2022 | 7 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
- 7
- closed down
- 2
- still active
- 5
In the full report: all 7 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
Filed accounts and finances
Net assets
£120k
+46% from £82.6k
Cash at bank
£134k
+70% from £78.9k
Employees (average)
6
Same as 6
Owed within a year
£77.2k
+41% from £54.6k
Assets and liabilities
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 07193496. 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
William Highbourne Wealth Management’s history from the FCA register and Companies House, newest first.
2020
1 July 2020
- Regulated by the FCA from this date
- Changed its registered name from "William Highbourne Wealth Management Limitd"
- Changed its registered name from "William Highbourne Wealth Management Limited"
- FCA imposed a requirement (May control but not hold client money)
- FCA imposed a requirement (Robo advice requirement)
- Became authorised by the FCA
FCA register
2017
17 March 2017
- Pieter Burger took control (75–100% of shares)
- Tanya Louise Burger took control (75–100% of shares)
Companies House
2010
17 March 2010
- Incorporated at Companies House
Companies House
In the full report: all 16 events
- All 16 events in its history (9 shown here)
- Every director appointment and resignation: 2
Firms like William Highbourne Wealth Management
Other firms of the same type (investment or fund manager), nearest first.
In Exeter
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 William Highbourne Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 7 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- All 16 events in its history
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk