Zodiac Wealth Management Limited

Reference number: 976075

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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.

In the full report: 3 background checks

  • When zodiac.global first appeared online, and whether it can receive email
  • What kind of line 020 3154 7254 is
  • Who else gives the postcode N3 2BS
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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.
  • 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 (5 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
  • Credit Broking
  • 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 status
Active
Company type
Private limited company
Incorporated
25 January 2022 (4 years old)
Registered office
2 Redbourne Avenue, Wohl Building, London, N3 2BS, England
Nature of business
  • Activities of financial services holding companies (SIC 64205)
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Lloyd Andrew Gold Director Sep 1970 21 Mar 2022 47 other companies

Other companies run by its director

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
47
closed down
23
still active
24

In the full report: all 47 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 January 2025Micro-entity accountsNot audited

Net assets

£69.0k

+198% from £23.2k

Employees (average)

1

Same as 1

Owed within a year

£4,828

−16% from £5,754

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 13870832. 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

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

2022

14 November 2022

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

FCA register

25 January 2022

  • Incorporated at Companies House
  • Zodiac Professional Services Limited took control (75–100% of shares)

Companies House

In the full report: all 15 events

  • All 15 events in its history (4 shown here)
  • Every director appointment and resignation: 7
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Firms connected to Zodiac Wealth Management

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

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Zodiac Wealth Management

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

In London

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 Zodiac Wealth Management

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

  • 47 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 15 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Zodiac Wealth Management Limited FCA authorised?
Yes, Zodiac Wealth Management Limited (FRN 976075) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2022 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Zodiac Wealth Management’s phone number and website?
The FCA register lists the phone number 020 3154 7254 and the website zodiac.global for Zodiac Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Zodiac Wealth Management a scam or clone?
Zodiac 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 Zodiac 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 Zodiac Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Zodiac Wealth Management?
Zodiac Wealth Management is owned by Zodiac Professional Services Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 25 January 2022.
Who runs Zodiac Wealth Management?
Companies House lists one director of Zodiac Wealth Management: Lloyd Andrew Gold.
How long has Zodiac Wealth Management been in business?
The company was formed on 25 January 2022, and has held its current FCA authorisation since November 2022.
What do Zodiac Wealth Management’s latest accounts show?
Its latest accounts, to 31 January 2025, show net assets of £69.0k (+198% from £23.2k).

Sources and links

The full report on Zodiac Wealth Management Limited

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