Berkley Square Private Clients Ltd

Reference number: 476124

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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.
  • Berkley Square Private Clients Ltd (FRN 476124) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Berkley Square Private Clients's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Berkley Square Private Clients, 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 berkleysquarepc.co.uk first appeared online, and whether it can receive email
  • What kind of line 01249 591141 is
  • Who else gives the postcode SN15 3RS
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Other names (2)

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

  • Berkely Square Private Clients Ltd Former name
  • Jason Ritchie Financial Planning Ltd Former 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 name
BERKLEY SQUARE PRIVATE CLIENTS LIMITED
Company number
06416774
Company status
Active
Company type
Private limited company
Incorporated
2 November 2007 (18 years old)
Registered office
8 Forest Gate, Pewsham, Chippenham, Wiltshire, SN15 3RD, England
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
Jason Neil Ritchie Director Apr 1972 2 Nov 2007 5 other companies

Other companies run by its director

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
3
still active
2

In the full report: all 5 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Net assets

£377k

−29% from £531k

Cash at bank

£2,001

−95% from £38.2k

Employees (average)

6

−14% from 7

Owed within a year

£135k

+3% from £131k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2019 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 06416774. 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

Berkley Square Private Clients’s history from the FCA register and Companies House, newest first.

2022

14 January 2022

  • Berkley Square Holdings Limited took control (75–100% of shares)
  • Jason Neil Ritchie stopped being the majority owner

Companies House

2019

16 September 2019

  • Joanne Ritchie stopped being a part-owner

Companies House

2017

9 March 2017

  • Began trading as "Berkley Square Private Clients"

FCA register

2016

6 April 2016

  • Jason Neil Ritchie became the majority owner (50–75% of shares)
  • Joanne Ritchie became a part-owner (25–50% of shares)

Companies House

2012

6 September 2012

  • Changed its registered name from "Berkely Square Private Clients Ltd"

FCA register

2010

7 July 2010

  • Changed its registered name from "Jason Ritchie Financial Planning Ltd"

FCA register

2007

3 December 2007

  • Became an appointed representative

FCA register

2 November 2007

  • Incorporated at Companies House
  • Jason Neil Ritchie appointed as a director

Companies House

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

Firms connected to Berkley Square Private Clients

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

connected firms
3
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Berkley Square Private Clients

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

In Chippenham

Cepen Independent Financial Advice LimitedChippenhamAppointed representativeCross Border Financial Planning LimitedChippenhamAppointed representativeKathryn JumabhoyChippenhamAppointed representativeMander Duffill Financial Advisers LtdChippenhamAppointed representativeRMT Financial LtdChippenhamAppointed representativeSimon Edward Associates LimitedChippenhamAppointed 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 Berkley Square Private Clients

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, 1 flagged
  • 6 years of accounts, charted
  • All 11 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Berkley Square Private Clients Ltd FCA authorised?
Berkley Square Private Clients Ltd (FRN 476124) 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 Berkley Square Private Clients?
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. Berkley Square Private Clients Ltd (FRN 476124) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Berkley Square Private Clients's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Berkley Square Private Clients, 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 Berkley Square Private Clients’ phone number and website?
The FCA register lists the phone number 01249 591141 and the website berkleysquarepc.co.uk for Berkley Square Private Clients. If you were given different contact details, use these to check with the firm before going any further.
Is Berkley Square Private Clients a scam or clone?
Berkley Square Private Clients 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 Berkley Square Private Clients?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Berkley Square Private Clients's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Berkley Square Private Clients?
Berkley Square Private Clients is owned by Berkley Square Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 14 January 2022. Before that, it was controlled by Mrs Joanne Ritchie and Mr Jason Neil Ritchie.
Who runs Berkley Square Private Clients?
Companies House lists one director of Berkley Square Private Clients: Jason Neil Ritchie.
How long has Berkley Square Private Clients been in business?
The company was formed on 2 November 2007.
What do Berkley Square Private Clients’ latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £377k (−29% from £531k) and cash at bank of £2,001 (−95% from £38.2k).
Does Berkley Square Private Clients use any other names?
It has previously used 2 other names: Berkely Square Private Clients Ltd and Jason Ritchie Financial Planning Ltd.

Sources and links

The full report on Berkley Square Private Clients Ltd

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