Claim Type: Financial Advisor Claim.

Do you want help investigating a claim involving Wealthmasters Financial Management Ltd?

Are you concerned that you may have lost money in a transaction where Wealthmasters Financial Management Ltd were involved and want to find out if or how you can make a claim?
Claims can be complex, our experts will investigate all the circumstances surrounding your dealings with Wealthmasters Financial Management Ltd to establish, what has happened, who is at fault and how much compensation or financial redress you could be due.

Trading Styles

 

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 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.

Request a call back

Want to find out if you are eligible to claim due to mis-sold pensions and investments, financial mis-selling or mis-sold car finance and business energy? Get in touch with Claim My Loss now to get started!

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