Andrew Vrettos Wealth Management Limited

Reference number: 718648

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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.
  • Andrew Vrettos Wealth Management Limited (FRN 718648) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Andrew Vrettos Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Andrew Vrettos 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 andrewvrettos.co.uk first appeared online, and whether it can receive email
  • What kind of line 07974 257398 is
  • Who else gives the postcode BH18 8LN
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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 name
ANDREW VRETTOS WEALTH MANAGEMENT LTD
Company number
09794037
Company status
Active
Company type
Private limited company
Incorporated
24 September 2015 (11 years old)
Registered office
1 Lavender Place, 2 Ashwood Drive, Broadstone, BH18 8LN, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Andrew Vrettos Director Feb 1969 24 Sep 2015 1 other company
Helen Vrettos Secretary Not published 26 Sep 2023 –

Other companies run by its director

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 its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 December 2025Micro-entity accountsNot audited

Total equity

£377k

+16% from £325k

Employees (average)

1

Same as 1

Owed within a year

£29.7k

+4.7% from £28.3k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 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 09794037. 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

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

2016

6 April 2016

  • Andrew Vrettos became a part-owner (25–50% of shares)
  • Helen Vrettos became a part-owner (25–50% of shares)

Companies House

2015

29 September 2015

  • Became an appointed representative

FCA register

24 September 2015

  • Incorporated at Companies House
  • Andrew Vrettos appointed as a director

Companies House

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

Firms connected to Andrew Vrettos Wealth Management

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Andrew Vrettos Wealth Management

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

In Broadstone

Blue Label Wealth Management LtdBroadstoneAppointed representativeLiam KnappBroadstoneAppointed representativeMathieu BaudryBroadstoneAppointed representativeSamuel MatthewsBroadstoneAppointed representativeSymes Wealth Management LimitedBroadstoneAppointed representativeWillingale Wealth Management LimitedBroadstoneAppointed 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 Andrew Vrettos 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
  • 7 years of accounts, charted
  • All 5 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Andrew Vrettos Wealth Management Limited FCA authorised?
Andrew Vrettos Wealth Management Limited (FRN 718648) 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 Andrew Vrettos 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. Andrew Vrettos Wealth Management Limited (FRN 718648) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Andrew Vrettos Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Andrew Vrettos 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 Andrew Vrettos Wealth Management’s phone number and website?
The FCA register lists the phone number 07974 257398 and the website andrewvrettos.co.uk for Andrew Vrettos Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Andrew Vrettos Wealth Management a scam or clone?
Andrew Vrettos 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 Andrew Vrettos Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Andrew Vrettos Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Andrew Vrettos Wealth Management?
Companies House lists 2 people with significant control of Andrew Vrettos Wealth Management: Mr Andrew Vrettos (25–50% of shares) and Mrs Helen Vrettos (25–50% of shares).
Who runs Andrew Vrettos Wealth Management?
Companies House lists one director of Andrew Vrettos Wealth Management: Andrew Vrettos.
How long has Andrew Vrettos Wealth Management been in business?
The company was formed on 24 September 2015.
What do Andrew Vrettos Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show total equity of £377k (+16% from £325k).

Sources and links

The full report on Andrew Vrettos Wealth Management Limited

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