Blackdown Wealth Management LLP

Reference number: 924548

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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.
  • Blackdown Wealth Management LLP (FRN 924548) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Blackdown Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Blackdown 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.

In the full report: 3 background checks

  • When blackdownwealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01428 868100 is
  • Who else gives the postcode GU27 3QF
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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
OC431179
Company status
Active
Company type
Limited liability partnership
Incorporated
17 March 2020 (6 years old)
Registered office
Brookleigh, Milley Road, Waltham St Lawrence, Berkshire, RG10 0JR

Directors and company secretaries

Name Role Born Appointed Other companies
Charlotte Screech LLP designated member Jul 1983 17 Mar 2020 1 other company
Gareth Screech LLP designated member Feb 1980 17 Mar 2020 1 other company
Kelly Mitchell LLP member Aug 1981 6 Sep 2021 None
Laura Graham LLP member Dec 1983 4 Jan 2023 None

Other companies run by these 4 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
is FCA-registered
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 1 company these 4 directors run together
  • All 6 people who have ever been directors, with their dates
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Key dates in its history

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

Key events (3) All events (11)

2020

16 April 2020

  • Became an appointed representative

FCA register

17 March 2020

  • Incorporated at Companies House
  • Gareth Screech took control (75–100% of shares)

Companies House

In the full report: all 11 events

  • All 11 events in its history (3 shown here)
  • Every director appointment and resignation: 8
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Firms connected to Blackdown Wealth Management

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

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
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Firms like Blackdown Wealth Management

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

In Haslemere

Whitestone Capital Financial Planning LtdHaslemereAppointed representativeSquirrel Financial Planning LtdHaslemereAppointed representativeP.J. Hutchinson & AssociatesHaslemereAuthorised

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 Blackdown Wealth Management

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
  • All 11 events in its history

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Frequently asked questions about this firm

Is Blackdown Wealth Management LLP FCA authorised?
Blackdown Wealth Management LLP (FRN 924548) 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 Blackdown 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. Blackdown Wealth Management LLP (FRN 924548) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Blackdown Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Blackdown 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 Blackdown Wealth Management’s phone number and website?
The FCA register lists the phone number 01428 868100 and the website blackdownwealthmanagement.co.uk for Blackdown Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Blackdown Wealth Management a scam or clone?
Blackdown 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 Blackdown Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Blackdown Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Blackdown Wealth Management?
Companies House lists one person with significant control of Blackdown Wealth Management: Mr Gareth Screech (75–100% of votes).
Who runs Blackdown Wealth Management?
Companies House lists 4 directors of Blackdown Wealth Management: Charlotte Screech, Gareth Screech, Kelly Mitchell and Laura Graham.
How long has Blackdown Wealth Management been in business?
The company was formed on 17 March 2020.

Sources and links

The full report on Blackdown Wealth Management LLP

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