Adrian Connelly Wealth Management Limited

Reference number: 529411

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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.
  • Adrian Connelly Wealth Management Limited (FRN 529411) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Adrian Connelly Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Adrian Connelly 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, 1 thing worth a closer look

  • When sjpp.co.ukadrianconnelly first appeared online, and whether it can receive email
  • What kind of line 020 7495 1771 is, and the 3 other firms that give it
  • Whether SW3 1JJ is a shared office: 116 other firms give it
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Other names (1)

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

  • Adrian Connelly Former 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
08401295
Company status
Active
Company type
Private limited company
Incorporated
13 February 2013 (13 years old)
Registered office
Lumaneri House Blythe Gate, Blythe Valley Park, Solihull, West Midlands, B90 8AH, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Adrian Connelly Director Aug 1968 13 Feb 2013 None
Claire Ann Connelly Director May 1970 13 Feb 2013 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 28 February 2026Full accountsNot audited

Net assets

£279k

No earlier figure to compare

Owed within a year

£198k

−30% from £283k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • 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.

Accounts filed at Companies House for company 08401295. 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

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

2016

6 April 2016

  • Adrian Connelly became a part-owner (25–50% of shares)
  • Claire Ann Connelly became a part-owner (25–50% of shares)

Companies House

2013

19 June 2013

  • Changed its registered name from "Adrian Connelly"

FCA register

13 February 2013

  • Incorporated at Companies House
  • Adrian Connelly appointed as a director
  • Claire Ann Connelly appointed as a director

Companies House

2010

11 August 2010

  • Became an appointed representative

FCA register

Director appointments and resignations, and trading names, appear under All events.

Firms like Adrian Connelly Wealth Management

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

In London

SIX Financial Information UK LimitedLondonAppointed representativeMagellan Investment Partners (UK) LimitedLondonAppointed representativeMoonfare UK LimitedLondonAppointed representativeAlpha FX Institutional LimitedLondonAppointed representativeLCP Capital Solutions LimitedLondonAppointed representativeBrighton Park Capital UK LimitedLondonAppointed 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 Adrian Connelly 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, 1 flagged
  • 7 years of accounts, charted
  • All 7 events in its history

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Frequently asked questions about this firm

Is Adrian Connelly Wealth Management Limited FCA authorised?
Adrian Connelly Wealth Management Limited (FRN 529411) 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 Adrian Connelly 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. Adrian Connelly Wealth Management Limited (FRN 529411) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Adrian Connelly Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Adrian Connelly 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 Adrian Connelly Wealth Management’s phone number and website?
The FCA register lists the phone number 020 7495 1771 and the website sjpp.co.ukadrianconnelly for Adrian Connelly Wealth Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 3 other FCA firms.
Is Adrian Connelly Wealth Management a scam or clone?
Adrian Connelly 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 Adrian Connelly Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Adrian Connelly Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Adrian Connelly Wealth Management?
Companies House lists 2 people with significant control of Adrian Connelly Wealth Management: Mrs Claire Ann Connelly (25–50% of shares) and Mr Adrian Connelly (25–50% of shares).
Who runs Adrian Connelly Wealth Management?
Companies House lists 2 directors of Adrian Connelly Wealth Management: Adrian Connelly and Claire Ann Connelly.
How long has Adrian Connelly Wealth Management been in business?
The company was formed on 13 February 2013.
What do Adrian Connelly Wealth Management’s latest accounts show?
Its latest accounts, to 28 February 2026, show net assets of £279k (no earlier figure to compare).
Does Adrian Connelly Wealth Management use any other names?
It has previously used the name Adrian Connelly.

Sources and links

The full report on Adrian Connelly Wealth Management Limited

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