Anchor Wealth Management Limited

Reference number: 706276

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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.
  • Anchor Wealth Management Limited (FRN 706276) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Anchor Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Anchor 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 anchorwmltd.co.uk first appeared online, and whether it can receive email
  • What kind of line 07585 121257 is
  • Who else gives the postcode TS27 4SU
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Other names (1)

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

  • Anchor Wealth Manageemnt Ltd 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
09620529
Company status
Active
Company type
Private limited company
Incorporated
3 June 2015 (11 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
Cassia Dawn Smith Director May 1971 3 Jun 2015 None
Nathan James Smith Director Nov 1977 3 Jun 2015 1 other company

Other companies run by these 2 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 company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 March 2025Full accountsNot audited

Net assets

£29.3k

No earlier figure to compare

Owed within a year

£59.8k

+15% from £52.0k

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.

Accounts filed at Companies House for company 09620529. 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

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

2020

5 December 2020

  • Changed its registered name from "Anchor Wealth Manageemnt Ltd"

FCA register

2016

6 April 2016

  • Cassia Dawn Smith became a part-owner (25–50% of shares)
  • Nathan James Smith became a part-owner (25–50% of shares)

Companies House

2015

11 June 2015

  • Became an appointed representative

FCA register

3 June 2015

  • Incorporated at Companies House
  • Cassia Dawn Smith appointed as a director
  • Nathan James Smith appointed as a director

Companies House

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

Firms like Anchor Wealth Management

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

In Hartlepool

AJC Financial LimitedHartlepoolAppointed representativeAzalea Wealth Management LtdHartlepoolAppointed representativeDavid MarshallHartlepoolAppointed representativeHauxwell Wealth Management LimitedHartlepoolAppointed representativeHogarth Wealth Management LimitedHartlepoolAppointed representativeSentinel Wealth Management LtdHartlepoolAppointed 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 Anchor Wealth Management

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 7 events in its history

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Frequently asked questions about this firm

Is Anchor Wealth Management Limited FCA authorised?
Anchor Wealth Management Limited (FRN 706276) 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 Anchor 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. Anchor Wealth Management Limited (FRN 706276) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Anchor Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Anchor 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 Anchor Wealth Management’s phone number and website?
The FCA register lists the phone number 07585 121257 and the website anchorwmltd.co.uk for Anchor Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Anchor Wealth Management a scam or clone?
Anchor 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 Anchor Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Anchor Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Anchor Wealth Management?
Companies House lists 2 people with significant control of Anchor Wealth Management: Mr Nathan James Smith (25–50% of shares) and Mrs Cassia Dawn Smith (25–50% of shares).
Who runs Anchor Wealth Management?
Companies House lists 2 directors of Anchor Wealth Management: Cassia Dawn Smith and Nathan James Smith.
How long has Anchor Wealth Management been in business?
The company was formed on 3 June 2015.
What do Anchor Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £29.3k (no earlier figure to compare).
Does Anchor Wealth Management use any other names?
It has previously used the name Anchor Wealth Manageemnt Ltd.

Sources and links

The full report on Anchor Wealth Management Limited

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