B E Wealth Management Ltd

Reference number: 1026561

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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.
  • B E Wealth Management Ltd (FRN 1026561) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use B E Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from B E 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.

  • Website

    beweathltd.co.uk

  • Phone number

    0117 332 1570

    Also given by a firm that is no longer authorised. Check you are dealing with the firm on this page.

  • Address

    Saville Court, 11 Saville Place, Bristol, BS8 4EJ, United Kingdom

In the full report: 3 background checks

  • When beweathltd.co.uk first appeared online, and whether it can receive email
  • What kind of line 0117 332 1570 is, and the other firm that gives it
  • Who else gives the postcode BS8 4EJ
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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
16188555
Company status
Active
Company type
Private limited company
Incorporated
16 January 2025 (1 year old)
Registered office
11 Saville Place 11 Saville Place, Clifton, Bristol, BS8 4EJ, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Joshua Jonathan Evans Director Mar 1992 16 Jan 2025 1 other company
Richard James Kirk Brown Director May 1968 27 Mar 2025 5 other companies

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
5
closed down
1
is FCA-registered
1

In the full report: all 5 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
  • The one on the FCA register, including one no longer authorised
  • The 1 company these 2 directors run together
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Filed accounts and finances

14 months to 31 March 2026Small company accountsNot audited

Net assets

£219k

No earlier figure to compare

Cash at bank

£86.7k

No earlier figure to compare

Employees (average)

4

No earlier figure to compare

Owed within a year

£135k

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 16188555. 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

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

2025

24 April 2025

  • Richard James Kirk Brown became the majority owner (50–75% of shares)

Companies House

27 March 2025

  • Richard James Kirk Brown appointed as a director

Companies House

15 February 2025

  • Became an appointed representative

FCA register

16 January 2025

  • Incorporated at Companies House
  • Joshua Jonathan Evans became a part-owner (25–50% of shares)
  • Joshua Jonathan Evans appointed as a director

Companies House

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

Firms connected to B E Wealth Management

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

connected firms
3
no longer authorised
1
share a director
1

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (1), the same phone number (1), the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like B E Wealth Management

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

In Bristol

Aisa Retirement Planning LLPBristolAppointed representativeAlma Vale Wealth Management LimitedBristolAppointed representativeAndow Ellis LimitedBristolAppointed representativeAndrew LawrenceBristolAppointed representativeAndrew Paul ZbijowskiBristolAppointed representativeAnn ReederBristolAppointed 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 B E Wealth Management

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

  • 5 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 6 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is B E Wealth Management Ltd FCA authorised?
B E Wealth Management Ltd (FRN 1026561) 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 B E 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. B E Wealth Management Ltd (FRN 1026561) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use B E Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from B E 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 B E Wealth Management’s phone number and website?
The FCA register lists the phone number 0117 332 1570 and the website beweathltd.co.uk for B E Wealth Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm, one of which is no longer authorised.
Is B E Wealth Management a scam or clone?
B E 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 B E Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for B E Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns B E Wealth Management?
Companies House lists 2 people with significant control of B E Wealth Management: Mr Richard James Kirk Brown (50–75% of shares) and Mr Joshua Jonathan Evans (25–50% of shares).
Who runs B E Wealth Management?
Companies House lists 2 directors of B E Wealth Management: Joshua Jonathan Evans and Richard James Kirk Brown.
How long has B E Wealth Management been in business?
The company was formed on 16 January 2025.
What do B E Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £219k (no earlier figure to compare) and cash at bank of £86.7k (no earlier figure to compare).

Sources and links

The full report on B E Wealth Management Ltd

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