Yorkshire Wealth Management Ltd: FCA regulated?

Authorised by the FCA

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

Authorised for 9 years
Your funds are protected by FSCS
No FCA actions
Active company since 2016
Accounts filed up to 31 March 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

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

07818 021272
Address

Office Suite, 1st Floor, 11 Station Road, Horsforth, Leeds, Yorkshire, LS18 5PA, United Kingdom

In the full report: 3 background checks

When yorkshirewealthmanagement.co.uk first appeared online, and whether it can receive email
What kind of line 07818 021272 is
Who else gives the postcode LS18 5PA

Other names (1)

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

Yorkshire Wealth Trading name: A name it trades under now.

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 (16 permissions)

Acting as a CBTL advisor
Acting as a CBTL Advisor
Acting as a CBTL arranger
Acting as a CBTL Arranger
Advising on a home reversion plan
Advising on investments (except on Pension Transfers and Pension Opt Outs)
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
Debt-counselling
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

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: 10513689 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 7 December 2016 (9 years old)
Registered office: Office Suite First Floor 11 Station Road, Horsforth, Leeds, West Yorkshire, LS18 5PA, United Kingdom
Nature of business: Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Brian Adrian Newton	Director	Apr 1960	7 Dec 2016	None
James Anthony Newton	Director	Aug 1987	23 Oct 2017	1 other company

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 company: 1
still active: 1

In the full report: all 1 company, 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

Year to 31 March 2025Micro-entity accountsNot audited

Net assets

£167k

+1.4% from £164k

Employees (average)

5

Same as 5

Owed within a year

£177k

−7.5% from £191k

Assets and liabilities

In the full report: all 6 years of accounts

Every year from 2020 to 2025
The chart, over every year
Every filed figure, year by year

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 10513689. 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

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

Key events (4) All events (9)

2017

23 May 2017

Regulated by the FCA from this date
Became authorised by the FCA

FCA register

2016

7 December 2016

Incorporated at Companies House
Brian Adrian Newton took control (75–100% of shares)

Companies House

In the full report: all 9 events

All 9 events in its history (4 shown here)
Every director appointment and resignation: 2

Firms connected to Yorkshire Wealth Management

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

connected firm: 1
share its postcode: 1

In the full report: the connected firm, named

How it is linked: the same postcode (1)
Who links it to this firm: the named directors, with dates

Firms like Yorkshire Wealth Management

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

In Leeds

2 Plan Wealth Management LimitedLeedsAuthorised A. Bianchi Financial Solutions LimitedLeedsAuthorised Age Partnership Wealth Management LimitedLeedsAuthorised Apollo Financial Consultancy LtdLeedsAuthorised Bareham Independent Financial Advisers LimitedLeedsAuthorised Bartlett Wealth Management LtdLeedsAuthorised

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 Yorkshire Wealth Management

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

1 other company its directors have run, named
3 background checks on its contact details
6 years of accounts, charted
All 9 events in its history
1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Yorkshire Wealth Management Ltd FCA authorised?

Yes, Yorkshire Wealth Management Ltd (FRN 767418) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2017 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Yorkshire Wealth Management’s phone number and website?

The FCA register lists the phone number 07818 021272 and the website yorkshirewealthmanagement.co.uk for Yorkshire Wealth Management. If you were given different contact details, use these to check with the firm before going any further.

Is Yorkshire Wealth Management a scam or clone?

Yorkshire Wealth 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 Yorkshire Wealth 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 Yorkshire Wealth Management to the Financial Ombudsman Service, free of charge.

Who owns Yorkshire Wealth Management?

Companies House lists one person with significant control of Yorkshire Wealth Management: Mr Brian Adrian Newton (75–100% of shares).

Who runs Yorkshire Wealth Management?

Companies House lists 2 directors of Yorkshire Wealth Management: Brian Adrian Newton and James Anthony Newton.

How long has Yorkshire Wealth Management been in business?

The company was formed on 7 December 2016, and has held its current FCA authorisation since May 2017.

What do Yorkshire Wealth Management’s latest accounts show?

Its latest accounts, to 31 March 2025, show net assets of £167k (+1.4% from £164k).

Does Yorkshire Wealth Management use any other names?

It trades as Yorkshire Wealth.