Barrett Wealth LLP

Reference number: 580434

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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.

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.

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
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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 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 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
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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
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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
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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

Is Barrett Wealth LLP FCA authorised?
Barrett Wealth LLP (FRN 580434) 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 Barrett 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. 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.
What is Barrett Wealth’s phone number and website?
The FCA register lists the phone number 07747 612648 and the website martinbarrettwealth.co.uk for Barrett Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is Barrett Wealth a scam or clone?
Barrett 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 Barrett Wealth?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Barrett Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Barrett Wealth?
Companies House lists one person with significant control of Barrett Wealth: Martin Barrett (75–100% of votes).
Who runs Barrett Wealth?
Companies House lists 4 directors of Barrett Wealth: Martin Barrett, Vicky Leach, Oliver Goff and Olivia Goff.
How long has Barrett Wealth been in business?
The company was formed on 4 February 2022.
Does Barrett Wealth use any other names?
It has previously used 2 other names: Martin Barrett and Martin Barrett Wealth Management.

Sources and links

The full report on Barrett Wealth LLP

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