Xv Wealth Limited

Reference number: 1024961

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

ValidPath Limited Reference number: 197107 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • XV WEALTH LIMITED (FRN 1024961) is an AR of ValidPath Limited (FRN 197107). When you use XV WEALTH's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from XV WEALTH, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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.

  • No website on the FCA register

  • Phone number

    01244 628871

  • Address

    Lane Farm, The Green, Rossett, Wrexham, LL12 0DS, United Kingdom

In the full report: 2 background checks

  • What kind of line 01244 628871 is
  • Who else gives the postcode LL12 0DS
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Other names (1)

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

  • XV Financial Planning Limited Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through ValidPath Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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
16053219
Company status
Active
Company type
Private limited company
Incorporated
31 October 2024 (1 year old)
Registered office
Lane Farm The Green, Rossett, Wrexham, LL12 0DS, Wales
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Matthew Holt Bennett Director Jan 1975 31 Oct 2024 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

14 months to 31 December 2025Micro-entity accountsNot audited

Net assets

−£184

No earlier figure to compare

Employees (average)

0

No earlier figure to compare

Net assets are negative: on its last balance sheet the company owed £184 more than it owned.

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 16053219. 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

Xv Wealth’s history from the FCA register and Companies House, newest first.

Key events (6) All events (9)

2026

24 April 2026

  • No.15 Capital Limited stopped being a part-owner

Companies House

2025

19 March 2025

  • Changed its registered name from "XV Financial Planning Limited"

FCA register

21 February 2025

  • Became an appointed representative

FCA register

2024

31 October 2024

  • Incorporated at Companies House
  • Bennett & Associates Wealth Management Limited became a part-owner (25–50% of shares)
  • No.15 Capital Limited became a part-owner (25–50% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms like Xv Wealth

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

In the Llandudno (LL) postcode area

75point3 Financial Planning LLPColwyn BayAppointed representative75point3@williamsdenton LtdColwyn BayAppointed representativeAdam James Financial Solutions LimitedWrexhamAppointed representativeAntony David EarleyAppointed representativeAscent Financial Planning LimitedSt. AsaphAppointed representativeBruce & Associates Wealth Management LtdColwyn BayAppointed 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 Xv Wealth

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
  • 2 background checks on its contact details
  • All 9 events in its history

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Frequently asked questions about this firm

Is Xv Wealth Limited FCA authorised?
Xv Wealth Limited (FRN 1024961) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Xv Wealth?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Xv Wealth Limited (FRN 1024961) is an AR of ValidPath Limited (FRN 197107). When you use Xv Wealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Xv Wealth, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Xv Wealth’s phone number?
The FCA register lists the phone number 01244 628871 for Xv Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is Xv Wealth a scam or clone?
Xv Wealth 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 Xv Wealth?
Protection works through ValidPath Limited, the principal firm responsible for Xv Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Xv Wealth?
Companies House lists one person with significant control of Xv Wealth: Bennett & Associates Wealth Management Limited (25–50% of shares). Before that, it was controlled by No.15 Capital Limited.
Who runs Xv Wealth?
Companies House lists one director of Xv Wealth: Matthew Holt Bennett.
How long has Xv Wealth been in business?
The company was formed on 31 October 2024.
What do Xv Wealth’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of −£184 (no earlier figure to compare).
Does Xv Wealth use any other names?
It has previously used the name XV Financial Planning Limited.

Sources and links

The full report on Xv Wealth Limited

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