Ascott Wealth Management Limited

Reference number: 598230

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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.
  • Ascott Wealth Management Limited (FRN 598230) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Ascott Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Ascott 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.

  • No website on the FCA register

  • Phone number

    07557 808575

  • Address

    Manor Barn Buckley Green, Henley In Arden, West Midlands, B95 5QE, United Kingdom

In the full report: 2 background checks

  • What kind of line 07557 808575 is
  • Who else gives the postcode B95 5QE
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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 number
08318735
Company status
Active
Company type
Private limited company
Incorporated
5 December 2012 (13 years old)
Registered office
59-61 Charlotte Street, St Pauls Square, Birmingham, B3 1PX
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Deborah Jane Ascott Director Jun 1963 5 Dec 2012 None
Lee Malcolm Ascott Director May 1963 5 Dec 2012 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

Employees (average)

3,000,000

Up 2,999,998 from 2

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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 08318735. 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

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

2016

5 December 2016

  • Deborah Jane Ascott became a part-owner (25–50% of shares)
  • Lee Malcolm Ascott became a part-owner (25–50% of shares)

Companies House

2013

28 March 2013

  • Became an appointed representative

FCA register

2012

5 December 2012

  • Incorporated at Companies House
  • Deborah Jane Ascott appointed as a director
  • Lee Malcolm Ascott appointed as a director

Companies House

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

Firms like Ascott Wealth Management

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

In Henley In Arden

MPA Financial Management LimitedHenley in ArdenAuthorised

In the Birmingham (B) postcode area

ACS Financial Planning LtdSutton ColdfieldAppointed representativeAdrian WagstaffSolihullAppointed representativeAffinity Business Services LimitedBirminghamAppointed representativeAIT Business Solutions LimitedSolihullAppointed representativeAM 360 Financial Planning LimitedSutton ColdfieldAppointed 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 Ascott 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
  • 2 background checks on its contact details
  • 6 years of accounts, charted
  • All 6 events in its history

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Frequently asked questions about this firm

Is Ascott Wealth Management Limited FCA authorised?
Ascott Wealth Management Limited (FRN 598230) 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 Ascott 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. Ascott Wealth Management Limited (FRN 598230) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Ascott Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Ascott 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 Ascott Wealth Management’s phone number?
The FCA register lists the phone number 07557 808575 for Ascott Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Ascott Wealth Management a scam or clone?
Ascott 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 Ascott Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Ascott Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Ascott Wealth Management?
Companies House lists 2 people with significant control of Ascott Wealth Management: Mr Lee Malcolm Ascott (25–50% of shares) and Mrs Deborah Jane Ascott (25–50% of shares).
Who runs Ascott Wealth Management?
Companies House lists 2 directors of Ascott Wealth Management: Deborah Jane Ascott and Lee Malcolm Ascott.
How long has Ascott Wealth Management been in business?
The company was formed on 5 December 2012.
What do Ascott Wealth Management’s latest accounts show?

Sources and links

The full report on Ascott Wealth Management Limited

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