Blenheim Wealth Management Ltd
Reference number: 194908
Instant download
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.
- Appointed for 25 years
- Protected through the principal
- No FCA actions
- Active company since 1999
- Accounts filed up to 31 March 2026
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.
- Blenheim Wealth Management Ltd (FRN 194908) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Blenheim Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Blenheim 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.
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Phone number
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Address
30 Bankside, Kidlington, Oxfordshire, OX5 1JE, United Kingdom
In the full report: 3 background checks
- When blenheimwealthmanagement.co.uk first appeared online, and whether it can receive email
- What kind of line 01865 370708 is
- Who else gives the postcode OX5 1JE
Other names (2)
If you were contacted under any of these names, it is this firm.
- AGM Independent Financial Options (3113) Former name: A name it was registered under before.
- CRM & AGM Independent Financial Advisers Ltd Former name: A name it was registered under before.
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 name
- BLENHEIM WEALTH MANAGEMENT LIMITED
- Company number
- 03790039 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 15 June 1999 (27 years old)
- Registered office
- 30 Bankside Court, Stationfields, Kidlington, Oxford, OX5 1JE
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Graham Keith Lindsey | Director | Aug 1965 | 2 Aug 2004 | None |
| Noel Heaven | Secretary | Not published | 1 Feb 2006 | – |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
- All 6 people who have been directors, with their dates
Filed accounts and finances
Total equity
£4,942
Up £28.5k from −£23.6k
Cash at bank
£30.9k
+17% from £26.3k
Employees (average)
1
−67% from 3
Owed within a year
£27.4k
−45% from £50.2k
Total equity
In the full report: all 7 years of accounts
- Every year from 2020 to 2026
- The chart, over every year
- Every filed figure, year by year
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 03790039. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Blenheim Wealth Management’s history from the FCA register and Companies House, newest first.
2024
12 December 2024
- Michael Graham Prior stopped being a part-owner
Companies House
2018
31 January 2018
- Graham Keith Lindsey took control (75–100% of shares)
Companies House
2016
6 April 2016
- Michael Graham Prior became a part-owner (25–50% of shares)
Companies House
2014
11 June 2014
- Changed its registered name from "CRM & AGM Independent Financial Advisers Ltd"
FCA register
2004
20 August 2004
- Changed its registered name from "AGM Independent Financial Options (3113)"
FCA register
2001
31 January 2001
- Became an appointed representative
FCA register
1999
15 June 1999
- Incorporated at Companies House
Companies House
In the full report: all 18 events
- All 18 events in its history (7 shown here)
- Every director appointment and resignation: 11
Firms connected to Blenheim Wealth Management
Other FCA-listed firms that share a director, phone number or address with Blenheim Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 4
- share its postcode
- 4
In the full report: all 4 connected firms, named
- How each is linked: the same postcode (4)
- Who links each one: the named directors, with dates
Firms like Blenheim Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Kidlington
In the Oxford (OX) postcode area
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 Blenheim Wealth Management
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
- 7 years of accounts, charted
- All 18 events in its history
- 4 connected firms, 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