BaileyWood Financial Planning Ltd

Reference number: 480384

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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.
  • BaileyWood Financial Planning Ltd (FRN 480384) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use BaileyWood Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from BaileyWood Financial Planning, 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 taylorwealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01442 827225 is
  • Who else gives the postcode HP16 9PT
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Other names (3)

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

  • James Taylor Former name
  • Taylor Wealth Management Limited Former name
  • Taylor Wealth Former trading 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 number
09267342
Company status
Active
Company type
Private limited company
Incorporated
16 October 2014 (12 years old)
Registered office
Unit 1a Tring Business Estate, Upper Icknield Way, Tring, Hertfordshire, HP23 4JX, United Kingdom
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Anna Taylor Director Jan 1981 20 Oct 2014 None
James Taylor Director Jul 1979 20 Oct 2014 None
Paul William Kelly Director May 1984 8 Jan 2026 1 other company

Other companies run by these 3 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
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Micro-entity accountsNot audited

Net assets

£167k

+65% from £101k

Employees (average)

7

+40% from 5

Owed within a year

£207k

<1% from £208k

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 09267342. 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

BaileyWood Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (7) All events (14)

2026

8 January 2026

  • Paul William Kelly became a part-owner (25–50% of shares)

Companies House

2025

30 December 2025

  • Changed its registered name from "Taylor Wealth Management Limited"

FCA register

2016

20 October 2016

  • Anna Taylor became a part-owner (25–50% of shares)
  • James Taylor became a part-owner (25–50% of shares)

Companies House

2015

2 February 2015

  • Changed its registered name from "James Taylor"

FCA register

2014

16 October 2014

  • Incorporated at Companies House

Companies House

2008

14 March 2008

  • Became an appointed representative

FCA register

In the full report: all 14 events

  • All 14 events in its history (7 shown here)
  • Every director appointment and resignation: 5
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Firms like BaileyWood Financial Planning

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

In Great Missenden

More Wealth Planning LtdGreat MissendenAuthorisedSterling North LtdGreat MissendenAuthorised

In the Hemel Hempstead (HP) postcode area

Afm Management LimitedBeaconsfieldAppointed representativeAG JM CoomerChalfont St. GilesAppointed representativeAlexis TanoBeaconsfieldAppointed representativeAndrew WatsonNaphillAppointed 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 BaileyWood Financial Planning

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
  • 6 years of accounts, charted
  • All 14 events in its history

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Frequently asked questions about this firm

Is BaileyWood Financial Planning Ltd FCA authorised?
BaileyWood Financial Planning Ltd (FRN 480384) 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 BaileyWood Financial Planning?
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. BaileyWood Financial Planning Ltd (FRN 480384) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use BaileyWood Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from BaileyWood Financial Planning, 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 BaileyWood Financial Planning’s phone number and website?
The FCA register lists the phone number 01442 827225 and the website taylorwealthmanagement.co.uk for BaileyWood Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is BaileyWood Financial Planning a scam or clone?
BaileyWood Financial Planning 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 BaileyWood Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for BaileyWood Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns BaileyWood Financial Planning?
Companies House lists 3 people with significant control of BaileyWood Financial Planning: Mr Paul William Kelly (25–50% of shares), Mr James Taylor (25–50% of shares) and Mrs Anna Taylor (25–50% of shares).
Who runs BaileyWood Financial Planning?
Companies House lists 3 directors of BaileyWood Financial Planning: Anna Taylor, James Taylor and Paul William Kelly.
How long has BaileyWood Financial Planning been in business?
The company was formed on 16 October 2014.
What do BaileyWood Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £167k (+65% from £101k).
Does BaileyWood Financial Planning use any other names?
It has previously used 3 other names: James Taylor, Taylor Wealth Management Limited and Taylor Wealth.

Sources and links

The full report on BaileyWood Financial Planning Ltd

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