Atherton & Associates Wealth Management Ltd

Reference number: 922040

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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.
  • Atherton & Associates Wealth Management Ltd (FRN 922040) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Atherton & Associates Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Atherton & Associates 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 athertonandassociates.co.uk first appeared online, and whether it can receive email
  • What kind of line 01270 624164 is
  • Who else gives the postcode CW5 7AQ
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Other names (2)

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

  • Atherton and Associates Wealth Management Chelsea Limited Former name
  • Atherton and Associates Wealth Management Cheshire 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 name
ATHERTON AND ASSOCIATES WEALTH MANAGEMENT LTD
Company number
12443374
Company status
Active
Company type
Private limited company
Incorporated
5 February 2020 (6 years old)
Registered office
1 Park Road, Nantwich, CW5 7AQ, England
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Jamie Hull Director Aug 1980 5 Feb 2020 3 other companies
Jayne Hull Director May 1985 23 Jul 2020 None

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 companies
3
still active
3

In the full report: all 3 companies, 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 December 2024Full accountsNot audited

Net assets

£195k

−54% from £425k

Cash at bank

£24.8k

−31% from £36.1k

Owed within a year

£939k

+1.7% from £924k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2021 to 2024
  • 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 12443374. 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

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

2020

23 July 2020

  • Jayne Hull became a part-owner (25–50% of shares)
  • Jayne Hull appointed as a director

Companies House

27 May 2020

  • Changed its registered name from "Atherton and Associates Wealth Management Cheshire Limited"

FCA register

3 April 2020

  • Changed its registered name from "Atherton and Associates Wealth Management Chelsea Limited"

FCA register

4 March 2020

  • Became an appointed representative

FCA register

5 February 2020

  • Incorporated at Companies House
  • Jamie Hull became the majority owner (50–75% of shares)
  • Jamie Hull appointed as a director

Companies House

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

Firms like Atherton & Associates Wealth Management

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

In Nantwich

Darcy Financial Planning LtdNantwichAppointed representativeMullar Financial LimitedNantwichAppointed representativePrivate Capital (UK) LimitedNantwichAppointed representativeVu Ja De Accountancy LimitedNantwichAppointed 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 Atherton & Associates Wealth Management

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

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 4 years of accounts, charted
  • All 8 events in its history

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Frequently asked questions about this firm

Is Atherton & Associates Wealth Management Ltd FCA authorised?
Atherton & Associates Wealth Management Ltd (FRN 922040) 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 Atherton & Associates 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. Atherton & Associates Wealth Management Ltd (FRN 922040) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Atherton & Associates Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Atherton & Associates 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 Atherton & Associates Wealth Management’s phone number and website?
The FCA register lists the phone number 01270 624164 and the website athertonandassociates.co.uk for Atherton & Associates Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Atherton & Associates Wealth Management a scam or clone?
Atherton & Associates 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 Atherton & Associates Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Atherton & Associates Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Atherton & Associates Wealth Management?
Companies House lists 2 people with significant control of Atherton & Associates Wealth Management: Mr Jamie Hull (50–75% of shares) and Mrs Jayne Hull (25–50% of shares).
Who runs Atherton & Associates Wealth Management?
Companies House lists 2 directors of Atherton & Associates Wealth Management: Jamie Hull and Jayne Hull.
How long has Atherton & Associates Wealth Management been in business?
The company was formed on 5 February 2020.
What do Atherton & Associates Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2024, show net assets of £195k (−54% from £425k) and cash at bank of £24.8k (−31% from £36.1k).
Does Atherton & Associates Wealth Management use any other names?
It has previously used 2 other names: Atherton and Associates Wealth Management Chelsea Limited and Atherton and Associates Wealth Management Cheshire Limited.

Sources and links

The full report on Atherton & Associates Wealth Management Ltd

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