Azalea Wealth Management Ltd

Reference number: 1030467

Instant download

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.
  • Azalea Wealth Management Ltd (FRN 1030467) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Azalea Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Azalea 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 azaleawm.co.uk first appeared online, and whether it can receive email
  • What kind of line 07830 384926 is
  • Who else gives the postcode TS25 5TG
Instant PDF download

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
16206737
Company status
Active
Company type
Private limited company
Incorporated
24 January 2025 (1 year old)
Registered office
Office 210, Hub One The Innovation Centre, Queens Meadow Business Park, Hartlepool, TS25 5TG, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Harrison Smith Director May 1996 24 Jan 2025 None
Andrew William Bowden Director Apr 1996 15 May 2026 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
closed down
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
Instant PDF download

Filed accounts and finances

Year to 31 January 2026Micro-entity accountsNot audited

Net assets

£302

No earlier figure to compare

Employees (average)

1

No earlier figure to compare

Owed within a year

£38.6k

No earlier figure to compare

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 16206737. 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

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

Key events (3) All events (6)

2025

2 April 2025

  • Became an appointed representative

FCA register

24 January 2025

  • Incorporated at Companies House
  • Harrison Smith took control (75–100% of shares)

Companies House

In the full report: all 6 events

  • All 6 events in its history (3 shown here)
  • Every director appointment and resignation: 2
Instant PDF download

Firms connected to Azalea Wealth Management

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

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like Azalea Wealth Management

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

In Hartlepool

AJC Financial LimitedHartlepoolAppointed representativeAnchor Wealth Management LimitedHartlepoolAppointed 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 Azalea 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
  • All 6 events in its history
  • 2 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Azalea Wealth Management Ltd FCA authorised?
Azalea Wealth Management Ltd (FRN 1030467) 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 Azalea 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. Azalea Wealth Management Ltd (FRN 1030467) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Azalea Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Azalea 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 Azalea Wealth Management’s phone number and website?
The FCA register lists the phone number 07830 384926 and the website azaleawm.co.uk for Azalea Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Azalea Wealth Management a scam or clone?
Azalea 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 Azalea Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Azalea Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Azalea Wealth Management?
Companies House lists one person with significant control of Azalea Wealth Management: Mr Harrison Smith (75–100% of shares).
Who runs Azalea Wealth Management?
Companies House lists 2 directors of Azalea Wealth Management: Harrison Smith and Andrew William Bowden.
How long has Azalea Wealth Management been in business?
The company was formed on 24 January 2025.
What do Azalea Wealth Management’s latest accounts show?
Its latest accounts, to 31 January 2026, show net assets of £302 (no earlier figure to compare).

Sources and links

The full report on Azalea Wealth Management Ltd

£19.99 · Instant PDF download

Loading secure checkout…