UK (FCA)
Authorised
Authorised since May 2026
Last updated 23 May 2026
Neptune Wealth Management Limited
Investment and advice, Wealth/investment advisor
Location
Neptune Wealth Management Limited, 13 Liverpool Road North, Maghull, Liverpool, L31 2HB
Summary
Neptune Wealth Management Limited is a Liverpool-based wealth/investment advisor. It was first authorised by the FCA in 2026. It has permissions related to investments and pensions.
Timeline
19 May 2026
First authorised by the FCA
18 May 2026
Permission update: Advising (ex Pension Transfers/Opt Outs)
18 May 2026
Role appointment: Responsible for Insurance Distribution (Mr Blaise Peter Davies)
Firm permissions
Designated Investment Business
Latest financial accounts
Key people
SMF17 Money Laundering Reporting Officer (MLRO)
Mr Blaise Peter Davies
email@company.com+44 20 0000 0000
FAQ
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