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 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.
- Barrett Wealth LLP (FRN 580434) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Barrett Wealth's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Barrett 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.
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Phone number
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Address
19 Reading Road, Pangbourne, Reading, Berkshire, RG8 7LR, United Kingdom
In the full report: 3 background checks
- When martinbarrettwealth.co.uk first appeared online, and whether it can receive email
- What kind of line 07747 612648 is
- Who else gives the postcode RG8 7LR
Other names (2)
If you were contacted under any of these names, it is this firm.
- Martin Barrett Former name: A name it was registered under before.
- Martin Barrett Wealth Management Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Protection through the principal firmProtection 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, freeYou 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
- OC440917 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 4 February 2022 (4 years old)
- Registered office
- Brookleigh, Milley Road, Waltham St Lawrence, Berkshire, RG10 0JR
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Martin Barrett | LLP designated member | Jan 1974 | 4 Feb 2022 | None |
| Vicky Leach | LLP designated member | Aug 1976 | 4 Feb 2022 | None |
| Oliver Goff | LLP member | Jul 1993 | 6 May 2022 | None |
| Olivia Goff | LLP member | Jul 1996 | 1 Oct 2025 | None |
In the full report: every company its directors have run
- Confirmation that these 4 directors run no other company
Key dates in its history
Barrett Wealth’s history from the FCA register and Companies House, newest first.
2022
2 October 2022
- Changed its registered name from "Martin Barrett"
FCA register
4 February 2022
- Incorporated at Companies House
- Martin Barrett took control (75–100% of shares)
Companies House
2012
1 May 2012
- Became an appointed representative
FCA register
In the full report: all 11 events
- All 11 events in its history (4 shown here)
- Every director appointment and resignation: 4
Firms connected to Barrett Wealth
Other FCA-listed firms that share a director, phone number or address with Barrett Wealth. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Barrett Wealth
Other firms of the same type (financial adviser), nearest first.
In Reading
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 Barrett Wealth
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 3 background checks on its contact details
- All 11 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk