FSCS in-default register

Wealth Management Tax Matters Limited

Declared in default29 September 2015FRN 521045

What this means for you

Because Wealth Management Tax Matters Limited has been declared in default, you can't complain via the Financial Ombudsman Service in the normal way. Instead, eligible customers can apply to the Financial Services Compensation Scheme for compensation.

Background

Wealth Management Tax Matters Limited (FRN 521045) was declared in default by the Financial Services Compensation Scheme on 29 September 2015. The firm's specific product offerings cannot be determined from available records. Former customers may be entitled to FSCS compensation, though the amount depends on the type of financial product involved and the applicable compensation limits.

Products this firm wrote

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How to claim

  1. Check you were a customer of this firm during the period it was regulated.
  2. Gather your policy / advice / contract paperwork — start with anything you have in writing.
  3. Identify your loss and the date it crystallised.
  4. Apply via the FSCS online claim portal at claims.fscs.org.uk.
  5. The FSCS investigation typically takes 6–18 months. They will assess eligibility, liability and quantum.