Financial AdviserProfile

F & O Wealth Management Limited

Public-record profile
Wrexham, LL11 1BT
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

F & O Wealth Management Limited is listed as a Independent Financial Adviser in the LL11 1BT area. Registered at Companies House in 2024. FCA records list ValidPath Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2024
Type
Independent Financial Adviser
Company No.
15779442
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

ValidPath Limited, FRN 197107 (Full)

Companies House

F & O WEALTH MANAGEMENT LIMITED is active and was incorporated on 14 June 2024.

Nature of business: 66190 - Activities auxiliary to financial intermediation n.e.c.

Registered office: 25 Grosvenor Road, Wrexham, LL11 1BT, Wales

Authorisations

FCAunverified
Reference: 1018612
Type: Independent Financial Adviser
Verified: 6 May 2026
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Outdated (< 1 year)
Accounts last made up to
30 September 2025
Accounts next due
30 June 2027
Accounts type
Total Exemption Full
Employees
2
Equity
£100
Cash
£4,621
Current assets
£5,655
Net current assets/liabilities
-£505
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

CLAY, Frederika Jennifer Anne
Appointed 14 June 2024
DOB: 5/1986

Persons with significant control

Mrs Frederika Jennifer Anne Clay
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent, Voting Rights 50 To 75 Percent
DOB: 5/1986
Mr Oliver James Clay
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 9/1981

Recent Filings

20 February 2026
AA
accounts with accounts type total exemption full
14 August 2025
AA
accounts with accounts type total exemption full
26 June 2025
CS01
confirmation statement with no updates
12 June 2025
AA01
change account reference date company previous shortened
14 June 2024
NEWINC
incorporation company

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Location

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.