AMG Wealth Management Ltd

Reference number: 957180

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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.
  • AMG Wealth Management Ltd (FRN 957180) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use AMG Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from AMG 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 amgwealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01332 551155 is
  • Who else gives the postcode DE22 2QP
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Other names (2)

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

  • AMG Wealth Trading name
  • AMG Wealth Holdings Limited 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
13430983
Company status
Active
Company type
Private limited company
Incorporated
1 June 2021 (5 years old)
Registered office
120 Park Farm Drive, Allestree, Derby, DE22 2QP, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Karina Jane Basterfield Director Oct 1980 1 Jun 2021 2 other companies
Philip Basterfield Director Sep 1983 1 Jun 2021 1 other company
Gagandeep Singh Hans Director Apr 1971 23 Nov 2021 4 other companies
Monika Anna Hans Director Mar 1980 23 Nov 2021 3 other companies

Other companies run by these 4 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
5
closed down
3
run together
4

In the full report: all 5 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 4 companies these 4 directors run together
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Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Net assets

£4.25m

+7.1% from £3.97m

Cash at bank

£587k

+5.7% from £556k

Employees (average)

10

−9.1% from 11

Owed within a year

£559k

−22% from £719k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2021 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 13430983. 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

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

Key events (9) All events (14)

2025

13 June 2025

  • Karina Jane Basterfield stopped being a part-owner
  • Philip Basterfield stopped being a part-owner

Companies House

2022

20 January 2022

  • Changed its registered name from "AMG Wealth Holdings Limited"

FCA register

2021

23 November 2021

  • Gagandeep Singh Hans became a part-owner (25–50% of shares)
  • Monika Anna Hans became a part-owner (25–50% of shares)

Companies House

19 August 2021

  • Became an appointed representative

FCA register

1 June 2021

  • Incorporated at Companies House
  • Karina Jane Basterfield became a part-owner (25–50% of shares)
  • Philip Basterfield became a part-owner (25–50% of shares)

Companies House

In the full report: all 14 events

  • All 14 events in its history (9 shown here)
  • Every director appointment and resignation: 4
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Firms like AMG Wealth Management

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

In Derby

Blossom Financial Planning LtdDerbyAppointed representativeAndrew DasilvaDerbyAppointed representativeAristotle Financial Planning LtdDerbyAppointed representativeAssist Protect LtdDerbyAppointed representativeAtlas Accountancy Services LimitedDerbyAppointed representativeAujla Exchange LtdDerbyAppointed 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 AMG 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
  • 5 years of accounts, charted
  • All 14 events in its history

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Frequently asked questions about this firm

Is AMG Wealth Management Ltd FCA authorised?
AMG Wealth Management Ltd (FRN 957180) 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 AMG 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. AMG Wealth Management Ltd (FRN 957180) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use AMG Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from AMG 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 AMG Wealth Management’s phone number and website?
The FCA register lists the phone number 01332 551155 and the website amgwealthmanagement.co.uk for AMG Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is AMG Wealth Management a scam or clone?
AMG 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 AMG Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for AMG Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns AMG Wealth Management?
Companies House lists 2 people with significant control of AMG Wealth Management: Mrs Monika Anna Hans (25–50% of shares) and Mr Gagandeep Singh Hans (25–50% of shares). Before that, it was controlled by Mr Philip Basterfield and Mrs Karina Jane Basterfield.
Who runs AMG Wealth Management?
Companies House lists 4 directors of AMG Wealth Management: Karina Jane Basterfield, Philip Basterfield, Gagandeep Singh Hans and Monika Anna Hans.
How long has AMG Wealth Management been in business?
The company was formed on 1 June 2021.
What do AMG Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £4.25m (+7.1% from £3.97m) and cash at bank of £587k (+5.7% from £556k).
Does AMG Wealth Management use any other names?
It trades as AMG Wealth. It has previously used the name AMG Wealth Holdings Limited.

Sources and links

The full report on AMG Wealth Management Ltd

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