Adamson Ross WM Ltd

Reference number: 1005997

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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

St. James's Place Wealth Management Plc Reference number: 195351 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.
  • Adamson Ross WM Ltd (FRN 1005997) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Adamson Ross WM's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Adamson Ross WM, 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 adamsonross.co.uk first appeared online, and whether it can receive email
  • What kind of line 01925 273240 is
  • Who else gives the postcode WA12 9UY
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Other names (1)

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

  • Adamson Ross Wealth Management Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection 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, 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
15227620
Company status
Active
Company type
Private limited company
Incorporated
23 October 2023 (3 years old)
Registered office
4 Hurricane Drive, Speke, Liverpool, L24 8RL, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Anna Lucy Kember Director Mar 1994 23 Oct 2023 1 other company
Kevin Matthew John Quinn Director Dec 1980 23 Oct 2023 1 other company
Steven David Kember Director Nov 1965 1 Feb 2024 5 other companies

Other companies run by these 3 directors

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
6
closed down
4
run together
1

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 3 directors run together
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Filed accounts and finances

Year to 31 January 2026Small company accountsNot audited

Net assets

£807k

−13% from £924k

Cash at bank

£68.1k

+62% from £42.0k

Employees (average)

9

Same as 9

Assets and liabilities

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 15227620. 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

Adamson Ross WM’s history from the FCA register and Companies House, newest first.

Key events (5) All events (9)

2024

1 February 2024

  • Anna Lucy Kember stopped being a part-owner

Companies House

2023

16 November 2023

  • Became an appointed representative

FCA register

23 October 2023

  • Incorporated at Companies House
  • Anna Lucy Kember became a part-owner (25–50% of shares)
  • Kevin Matthew John Quinn became a part-owner (25–50% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Adamson Ross WM

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

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Adamson Ross WM

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

In the Warrington (WA) postcode area

123-Wealth LtdWarringtonAppointed representativeAlexander House Financial Planning LimitedAltrinchamAppointed representativeAllinea Corporate LimitedAltrinchamAppointed representativeAndrew Daldry Wealth Management LimitedAltrinchamAppointed representativeAperio Financial Planners LimitedKnutsfordAppointed representativeAspire 2011 LLPKnutsfordAppointed 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 Adamson Ross WM

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

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 9 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Adamson Ross WM Ltd FCA authorised?
Adamson Ross WM Ltd (FRN 1005997) 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 Adamson Ross WM?
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. Adamson Ross WM Ltd (FRN 1005997) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Adamson Ross WM's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Adamson Ross WM, 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 Adamson Ross WM’s phone number and website?
The FCA register lists the phone number 01925 273240 and the website adamsonross.co.uk for Adamson Ross WM. If you were given different contact details, use these to check with the firm before going any further.
Is Adamson Ross WM a scam or clone?
Adamson Ross WM 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 Adamson Ross WM?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Adamson Ross WM's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Adamson Ross WM?
Companies House lists one person with significant control of Adamson Ross WM: Mr Kevin Matthew John Quinn (25–50% of shares). Before that, it was controlled by Miss Anna Lucy Kember.
Who runs Adamson Ross WM?
Companies House lists 3 directors of Adamson Ross WM: Anna Lucy Kember, Kevin Matthew John Quinn and Steven David Kember.
How long has Adamson Ross WM been in business?
The company was formed on 23 October 2023.
What do Adamson Ross WM’s latest accounts show?
Its latest accounts, to 31 January 2026, show net assets of £807k (−13% from £924k) and cash at bank of £68.1k (+62% from £42.0k).
Does Adamson Ross WM use any other names?
It trades as Adamson Ross Wealth Management.

Sources and links

The full report on Adamson Ross WM Ltd

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