Abbeygate Wealth Management Limited

Reference number: 495944

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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.

Responsible principal firm

Quilter Financial Services Limited Reference number: 440703 Authorised 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.
  • Abbeygate Wealth Management Limited (FRN 495944) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Abbeygate Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Abbeygate 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.

In the full report: 3 background checks

  • When abbeygatewm.co.uk first appeared online, and whether it can receive email
  • What kind of line 01284 703422 is
  • Who else gives the postcode IP33 1NX
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Abbeygate Wealth Management Ltd Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Financial Services Limited, 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, free
    You 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
06803554
Company status
Active
Company type
Private limited company
Incorporated
28 January 2009 (17 years old)
Registered office
88/89 Whiting Street, Bury St. Edmunds, IP33 1NX, England
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
James Duncan Stott Director Nov 1977 28 Jan 2009 5 other companies

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
5
closed down
3
is FCA-registered
1

In the full report: all 5 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • All 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 January 2025Abridged accountsNot audited

Net assets

£221k

−15% from £258k

Cash at bank

£22.8k

Up £22.8k from £9

Employees (average)

11

+57% from 7

Owed within a year

£477k

−49% from £937k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 06803554. 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

Abbeygate Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (4) All events (7)

2025

21 October 2025

  • Changed its registered name from "Abbeygate Wealth Management Ltd"

FCA register

2016

7 April 2016

  • James Duncan Stott took control (75–100% of shares)

Companies House

2009

4 February 2009

  • Became an appointed representative

FCA register

28 January 2009

  • Incorporated at Companies House

Companies House

In the full report: all 7 events

  • All 7 events in its history (4 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Abbeygate Wealth Management

Other FCA-listed firms that share a director, phone number or address with Abbeygate Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share a director
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Abbeygate Wealth Management

Other firms of the same type (financial adviser), nearest first.

In the Ipswich (IP) postcode area

Alpha-Omega Financial Services LtdIpswichAppointed representativeAnderson & Young Wealth Management LtdLeistonAppointed representativeAndrews Wealth LtdIpswichAppointed representativeAnnette StrangeIpswichAppointed representativeBeckford & Lewis Financial Planning LtdDissAppointed representativeBig Skies Wealth Management LimitedIpswichAppointed representative

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 Abbeygate Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 5 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 7 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Abbeygate Wealth Management Limited FCA authorised?
Abbeygate Wealth Management Limited (FRN 495944) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Abbeygate Wealth Management?
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. Abbeygate Wealth Management Limited (FRN 495944) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Abbeygate Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Abbeygate 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.
What is Abbeygate Wealth Management’s phone number and website?
The FCA register lists the phone number 01284 703422 and the website abbeygatewm.co.uk for Abbeygate Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Abbeygate Wealth Management a scam or clone?
Abbeygate Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Abbeygate Wealth Management?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Abbeygate Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Abbeygate Wealth Management?
Companies House lists one person with significant control of Abbeygate Wealth Management: Mr James Duncan Stott (75–100% of shares).
Who runs Abbeygate Wealth Management?
Companies House lists one director of Abbeygate Wealth Management: James Duncan Stott.
How long has Abbeygate Wealth Management been in business?
The company was formed on 28 January 2009.
What do Abbeygate Wealth Management’s latest accounts show?
Its latest accounts, to 31 January 2025, show net assets of £221k (−15% from £258k) and cash at bank of £22.8k (up £22.8k from £9).
Does Abbeygate Wealth Management use any other names?
It has previously used the name Abbeygate Wealth Management Ltd.

Sources and links

The full report on Abbeygate Wealth Management Limited

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