Wright Financial Management Limited
Reference number: 438932
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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.
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Website
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Phone number
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Address
137 Newtown Road, Verwood, Dorset, BH31 6EH, United Kingdom
In the full report: 3 background checks
- When wfmltd.com first appeared online, and whether it can receive email
- What kind of line 01202 823493 is
- Who else gives the postcode BH31 6EH
FCA permissions and consumer protection
- 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.
- 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.
- 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 (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
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
- 05418459 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 8 April 2005 (21 years old)
- Registered office
- 137 Newtown Road, Verwood, Dorset, BH31 6EH, United Kingdom
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Andrew Wright | Director | Jan 1968 | 8 Apr 2005 | None |
| Clare Louise Wright | Secretary | Not published | 31 Mar 2024 | – |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
- All 3 people who have been directors, with their dates
Filed accounts and finances
Net assets
£32.9k
+39% from £23.7k
Cash at bank
£47.0k
+58% from £29.8k
Employees (average)
2
−50% from 4
Owed within a year
£15.0k
+39% from £10.8k
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.
Accounts filed at Companies House for company 05418459. 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
Wright Financial Management’s history from the FCA register and Companies House, newest first.
2018
1 October 2018
- Andrew Wright took control (75–100% of shares)
- Brian Clive Wright stopped being the majority owner
Companies House
2016
9 April 2016
- Brian Clive Wright became the majority owner (50–75% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2006
17 February 2006
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
2005
8 April 2005
- Incorporated at Companies House
Companies House
In the full report: all 13 events
- All 13 events in its history (7 shown here)
- Every director appointment and resignation: 3
Firms like Wright Financial Management
Other firms of the same type (financial adviser), nearest first.
In Verwood
In the Bournemouth (BH) postcode area
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 Wright Financial Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 3 background checks on its contact details
- All 13 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