Abbey Wealth Management Ltd
Reference number: 650301
Instant download
Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 12 years
- Protected through the principal
- No FCA actions
- Active company since 2014
- Accounts filed up to 31 July 2025
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Abbey Wealth Management Ltd (FRN 650301) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Abbey Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Abbey Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
8 Highgrove Gardens, Stamford, Lincolnshire, PE9 2GR, United Kingdom
In the full report: 3 background checks
- When abbeywealthmanagement.co.uk first appeared online, and whether it can receive email
- What kind of line 07515 507097 is
- Who else gives the postcode PE9 2GR
FCA permissions and consumer protection
- Protection through the principal firmProtection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 09135469 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 17 July 2014 (12 years old)
- Registered office
- The Station House, 15 Station Road, St Ives, Cambridgeshire, PE27 5BH, United Kingdom
- Nature of business
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- Administration of financial markets (SIC 66110)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Abbey-Gail Louise Greenall | Director | Oct 1981 | 17 Jul 2014 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
Filed accounts and finances
Total equity
£256k
No earlier figure to compare
Cash at bank
£149k
+16% from £128k
Owed within a year
£102k
+6.4% from £95.9k
Net assets
In the full report: all 7 years of accounts
- Every year from 2019 to 2025
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
Accounts filed at Companies House for company 09135469. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Abbey Wealth Management’s history from the FCA register and Companies House, newest first.
2016
6 April 2016
- Abbey-Gail Louise Goddard took control (75–100% of shares)
Companies House
2014
17 October 2014
- Became an appointed representative
FCA register
17 July 2014
- Incorporated at Companies House
- Abbey-Gail Louise Greenall appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms like Abbey Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Stamford
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Abbey Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 4 events in its history
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Frequently asked questions about this firm
Is Abbey Wealth Management Ltd FCA authorised?
What does appointed representative mean for Abbey Wealth Management?
What is Abbey Wealth Management’s phone number and website?
Is Abbey Wealth Management a scam or clone?
Is my money safe with Abbey Wealth Management?
Who owns Abbey Wealth Management?
Who runs Abbey Wealth Management?
How long has Abbey Wealth Management been in business?
What do Abbey Wealth Management’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk