Need help with a claim involving Wealthmasters Financial Management Ltd

If you’re worried about losses from a transaction involving Wealthmasters Financial Management Ltd and are considering compensation, our experts can help. We’ll review your case thoroughly to determine what happened, who’s responsible, and how much you could potentially recover.

No win, no fee

If you don’t get paid, then you pay nothing. If you get paid, we take a pre-agreed percentage based on how much money you receive for your peace of mind.

WEALTHMASTERS FINANCIAL MANAGEMENT LIMITED

Trading Styles

Company From
TT Wealth 06 Apr 2021
Seymour Financial 21 Apr 2020
Ambrose Clayton Wealth Management 23 Jan 2015
Wealthmasters Financial Management Ltd 01 Apr 2011

 

Previous

Company From To
Riverbourne Financial Solutions 06 Sept 2019 12 Oct 2020
Goldwright Capital 12 Mar 2019 06 Apr 2021
Invictus Wealth 23 Jul 2015 12 Mar 2019
Sydney Charles UK 01 Jul 2015 12 Mar 2019
Berkeley Square Wealth Group 31 Jul 2013 06 Aug 2015
FT&A Finance 01 Nov 2012 20 Dec 2013
Gryphon Capital 19 Apr 2011 01 Nov 2012

Why can you claim for compensation or redress against Wealthmasters Financial Management Ltd?

On 21 February 2023 Wealthmasters Financial Management Ltd (FRN: 469683) entered liquidation. The firm was placed under investigation by FSCS in April 2023 and then on the 11th July 2023 the firm was declared in default (failed) by FSCS and therefore you may be able to make a claim against it.

Background

Companies House show the Company was incorporated on 26/11/2004.

According to the FCA Register the company has been authorised since 01/04/2011.

This company is associated with claims regarding the British Steel Pension Scheme

 

Who was involved?

The following is a list of individuals who are currently or were previously involved in regulated activities at Wealthmasters Financial Management Ltd

John Arthur Beverley Walls
Tristan James Scrivens
Christopher Gareth Channon

Previously

Melissa Rees
Adam James Brookbanks
Tristan James Scrivens
Costas Charalambous
Samuel Michael Parry
Steven John Carlson
John Arthur Beverley Walls
Susan June Delahunty
Derren Robert Bowes
Leo Arthur Davies
Kamlesh Patel
Paul Edward Morgan
Martin Paul Sumner
Kevin Thomas
Cristina Daou
Jon Glister
Antony Thomas
Felicita Louise Sinclair Wallace
Adrian Colin Shakespeare
Jonathan Francis Ellery Warneken
David Edward Giles
Martyn Alan Brown
Christopher Robert Rowland
Joshua James Cullen
James Andrew Bolus
Laurence Nicholas Shaun Murphy
Nigel John Titt
Vivek Sharma
Sarah Thomas
Christopher Michael Benarr
Clare Louise Hopkins
Tristan Watkin James Clappe
Graham Neil Cater
Matthew Blackburn

Appointed representatives and agents

The following are the Appointed Representatives and Payment services / Electronic money agents currently or previously connected with this firm. In each case, the principal is / was responsible for the regulated activities carried out on its behalf by its appointed representatives / agents during the dates shown below as Effective from and Effective to (when the relationship ended). An agent or Appointed Representative may act of behalf of more than one principal firm.

Elm Financial Management Ltd from 29 Jun 2015

Previous

Gryphon Administration Limited From 30 Oct 2014 To 23 Apr 2015
Platinum Financial Management Ltd From 02 Oct 2013 To 31 Jan 2018

How can we help?

We have helped thousands of customers on a no-win no-fee basis get the compensation and justice they deserve when making claim against regulated companies like Wealthmasters Financial Management Ltd

How does it work?

The first step is a free no-obligation consultation, you can learn more about services on our making a claim page.

Once we have assessed your claim, if we believe you are due compensation then we will help you build the best possible complaint by launching a full investigation, gathering evidenced from all the relevant parties to package your claim and submit to the Financial Services Compensation Scheme. We will argue your case to ensure you receive the maximum amount of compensation available to you.

Seek Claim Advice Today

We offer an expert pension consulting service. One of our experts will be able to talk through your options and tell you what the best option for you is. If you do decide to use our services, then know that our fees are very reasonable. However, you need to act fast as there may be time-barring restrictions in place.

Call us now for a phone or video consultation with one of our legal experts on 0800 041 8358 to find out if you are entitled to compensation, you may even be entitled to additional compensation if you have successfully claimed in the past.

NB: Information for this page was gathered on 23/04/2024 from the following sources, FSCS Website, FCA Register, Companies House Register and is to our knowledge accurate as of that date.

Company background (public record)

The company was incorporated at Companies House on 26 November 2004 under company number 05297394. Its status at Companies House is recorded as dissolved.

Registered office: C/O Begbies Traynor, 3rd Floor Castlemead, Lower Castle Street, Bristol, BS1 3AG.

Nature of business (SIC): 64999.

Company timeline (public record)

Key dated events for this firm, drawn from public records. Each entry shows its source.

Date Event Source
26 Nov 2004 Company incorporated Companies House
26 Nov 2004 John Arthur Beverley Walls appointed director Companies House
26 Nov 2004 Christopher Raymond Turner appointed secretary Companies House
26 Nov 2004 Christopher Raymond Turner appointed director Companies House
30 Sep 2007 Wendy Sian Walls appointed secretary Companies House
30 Sep 2007 Christopher Raymond Turner resigned as secretary Companies House
30 Sep 2007 Christopher Raymond Turner resigned as director Companies House
30 Sep 2007 Wendy Sian Walls appointed director Companies House
24 Feb 2010 Adrian Colin Shakespeare appointed director Companies House
06 Oct 2010 Wendy Sian Walls resigned as director Companies House
05 May 2011 Adrian Colin Shakespeare resigned as director Companies House
06 Apr 2016 Wealthmasters Limited appointed PSC Companies House
14 Feb 2023 Company wound up (creditors’ voluntary liquidation) Companies House
21 Feb 2023 Insolvency practitioner appointed: Paul David Wood Companies House
21 Feb 2023 Insolvency practitioner appointed: Huw Powell Companies House
24 May 2026 Company dissolved (creditors’ voluntary liquidation) Companies House

Who was involved?

The following individuals are listed on public records in connection with the firm. These are matters of public record only and their inclusion does not imply any wrongdoing by any named person.

  • Wendy Sian Walls. Listed at Companies House as Active | secretary (appointed 2007-09-30).
  • John Arthur Beverley Walls. Listed at Companies House as Active | director (appointed 2004-11-26).
  • Christopher Raymond Turner. Listed at Companies House as Resigned | secretary (appointed 2004-11-26, resigned 2007-09-30).
  • Adrian Colin Shakespeare. Listed at Companies House as Resigned | director (appointed 2010-02-24, resigned 2011-05-05).
  • Christopher Raymond Turner. Listed at Companies House as Resigned | director (appointed 2004-11-26, resigned 2007-09-30).
  • Wendy Sian Walls. Listed at Companies House as Resigned | director (appointed 2007-09-30, resigned 2010-10-06).
  • Wealthmasters Limited. Listed at Companies House as Person with significant control (appointed 2016-04-06).


Review page sources: FCA Register (FRN 469683) · Companies House (05297394). Public records, provided for transparency.

When it comes to Claims,
we won’t waste your time or ours.

This is why we have a 82%* success rate on submitted claims in similar circumstances to Wealthmasters Financial Management Ltd

*82% success rate is an accurate figure based on pension and investment related claims submitted and concluded between 1st December 2020 to 1st August 2024.

Latest FSCS Update

Our team is currently working to obtain the latest update on this company. Please check back later for further information.

If you believe you may have been affected, please book a free consultation with our team. We will carry out all the investigative work on your behalf. If your claim is not successful, you will not pay a penny. You can call us during office hours or email hello@claimmyloss.co.uk – we are here to help.

Our Process for Making a Mis-sold Claim

Initial Consultation

Start a free consultation to understand your situation and help you decide on the best course of action.

Collect & Review Agreements

We”ll collect and review your documentation of the advice given, pension transfer details, and evidence of any financial losses.

Submit a Claim

We will formally submit your claim to the relevant parties, clearly outlining why you’re entitled to compensation.

How much is your financial adviser claim worth?

Use our Claim Calculator 

Related News

Are you worried you could be worse off due to dealing with Wealthmasters Financial Management Ltd?

Request a call back

Layer 6

We’ve successfully helped 1000's of people get the compensation they deserve.

Find out if you’re eligible…

20 Jul 2026

High Court Partly Overturns Ombudsman Redress Method in Wills & Trust v FOS: What It Means for Advice Complaints

Jon Paton

20 Jul 2026

Regulators Remove 170 More Misleading Car Finance Claims Adverts as Redress Scheme Approaches

Jon Paton

20 Jul 2026

Argentex Collapse: FSCS Confirms Protection for Client Money Customers, but Claims Are Not Open Yet

Jon Paton