Adrian White Wealth Management Limited

Reference number: 746462

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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 White Wealth Management Limited (FRN 746462) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Adrian White Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Adrian White 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 adrianwhitewm.co.uk first appeared online, and whether it can receive email
  • What kind of line 07521 150436 is
  • Who else gives the postcode ST10 4LB
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Other names (1)

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

  • Adrian White 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
14217721
Company status
Active
Company type
Private limited company
Incorporated
6 July 2022 (4 years old)
Registered office
Suite 16 Business Innovation Centre, Staffordshire Technology Park, Stafford, Staffordshire, ST18 0AR, United Kingdom
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Adrian John White Director Mar 1971 6 Jul 2022 None
Sarah Anne White Director Jul 1969 1 Nov 2023 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 31 March 2025Small company accountsNot audited

Net assets

£571

−94% from £9,667

Cash at bank

£4,005

−86% from £29.6k

Employees (average)

2

Same as 2

Owed within a year

£143k

−3.9% from £149k

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 14217721. 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 White Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (5) All events (9)

2023

10 July 2023

  • Sarah Anne White became a part-owner (25–50% of shares)

Companies House

2022

25 August 2022

  • Changed its registered name from "Adrian White"

FCA register

6 July 2022

  • Incorporated at Companies House
  • Adrian John White became the majority owner (50–75% of shares)

Companies House

2016

9 May 2016

  • Became an appointed representative

FCA register

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Firms like Adrian White Wealth Management

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

In Stoke-on-Trent

Askey & Sutcliffe Associates LtdStoke-on-TrentAppointed representativeBeswicks Financial LimitedStoke-on-TrentAppointed representativeCarl DickinsonStoke-On-TrentAppointed representativeDino VisserStoke-On-TrentAppointed representativeElite Financial Solutions (UK) LimitedStoke-on-TrentAppointed representativeElsby Associates LimitedStoke-On-TrentAppointed 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 White 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
  • All 9 events in its history

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Frequently asked questions about this firm

Is Adrian White Wealth Management Limited FCA authorised?
Adrian White Wealth Management Limited (FRN 746462) 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 White 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 White Wealth Management Limited (FRN 746462) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Adrian White Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Adrian White 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 White Wealth Management’s phone number and website?
The FCA register lists the phone number 07521 150436 and the website adrianwhitewm.co.uk for Adrian White Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Adrian White Wealth Management a scam or clone?
Adrian White 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 White Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Adrian White Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Adrian White Wealth Management?
Companies House lists 2 people with significant control of Adrian White Wealth Management: Mr Adrian John White (50–75% of shares) and Mrs Sarah Anne White (25–50% of shares).
Who runs Adrian White Wealth Management?
Companies House lists 2 directors of Adrian White Wealth Management: Adrian John White and Sarah Anne White.
How long has Adrian White Wealth Management been in business?
The company was formed on 6 July 2022.
What do Adrian White Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £571 (−94% from £9,667) and cash at bank of £4,005 (−86% from £29.6k).
Does Adrian White Wealth Management use any other names?
It has previously used the name Adrian White.

Sources and links

The full report on Adrian White Wealth Management Limited

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