AW Wealth Ltd

Reference number: 944935

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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.
  • AW Wealth Ltd (FRN 944935) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use AW Wealth's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from AW Wealth, 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, 1 thing worth a closer look

  • When awwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 0121 215 0926 is
  • Whether B90 8BG is a shared office: 44 other firms give it
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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
13123357
Company status
Active
Company type
Private limited company
Incorporated
8 January 2021 (5 years old)
Registered office
12 The Courtyard Buntsford Drive, Bromsgrove, Worcestershire, B60 3DJ, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Richard Anthony Avery Director Oct 1986 8 Jan 2021 None
Brett Guy William Linton Director Jan 1978 8 Jan 2021 1 other company
Sarah Avery Director Dec 1987 16 Mar 2022 None
Emma Linton Director Mar 1984 16 Mar 2022 None

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 company
1
closed down
1

In the full report: all 1 company, 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
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Filed accounts and finances

Year to 30 April 2025Small company accountsNot audited

Net assets

£1.93m

<1% from £1.92m

Cash at bank

£114k

−40% from £191k

Employees (average)

13

+30% from 10

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 13123357. 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

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

Key events (4) All events (8)

2021

15 February 2021

  • Became an appointed representative

FCA register

8 January 2021

  • Incorporated at Companies House
  • Brett Guy William Linton became a part-owner (25–50% of shares)
  • Richard Anthony Avery became a part-owner (25–50% of shares)

Companies House

In the full report: all 8 events

  • All 8 events in its history (4 shown here)
  • Every director appointment and resignation: 4
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Firms like AW Wealth

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

In Solihull

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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 AW Wealth

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, 1 flagged
  • 5 years of accounts, charted
  • All 8 events in its history

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Frequently asked questions about this firm

Is AW Wealth Ltd FCA authorised?
AW Wealth Ltd (FRN 944935) 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 AW Wealth?
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. AW Wealth Ltd (FRN 944935) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use AW Wealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from AW Wealth, 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 AW Wealth’s phone number and website?
The FCA register lists the phone number 0121 215 0926 and the website awwealth.co.uk for AW Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is AW Wealth a scam or clone?
AW Wealth 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 AW Wealth?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for AW Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns AW Wealth?
Companies House lists 2 people with significant control of AW Wealth: Mr Brett Guy William Linton (25–50% of shares) and Mr Richard Anthony Avery (25–50% of shares).
Who runs AW Wealth?
Companies House lists 4 directors of AW Wealth: Richard Anthony Avery, Brett Guy William Linton, Sarah Avery and Emma Linton.
How long has AW Wealth been in business?
The company was formed on 8 January 2021.
What do AW Wealth’s latest accounts show?
Its latest accounts, to 30 April 2025, show net assets of £1.93m (<1% from £1.92m) and cash at bank of £114k (−40% from £191k).

Sources and links

The full report on AW Wealth Ltd

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