Bushell Holt Wealth Management Limited

Reference number: 912293

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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.
  • Bushell Holt Wealth Management Limited (FRN 912293) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Bushell Holt Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Bushell Holt 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 bhwml.co.uk first appeared online, and whether it can receive email
  • What kind of line 01942 887851 is
  • Who else gives the postcode WA13 0HR
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Other names (1)

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

  • Bushell Holt Wealth Management 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 number
12052654
Company status
Active
Company type
Private limited company
Incorporated
14 June 2019 (7 years old)
Registered office
33 The Cross, Lymm, Cheshire, WA13 0HR, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Shaun Anthony Holt Director Dec 1965 14 Jun 2019 2 other companies
Karen Jane Bushell Director Dec 1971 10 Mar 2020 2 other companies

Other companies run by these 2 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 companies
4
closed down
2
still active
2

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit 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 2025Full accountsNot audited

Net assets

£306k

−2% from £313k

Cash at bank

£159k

+58% from £101k

Owed within a year

£229k

+10% from £208k

Assets and liabilities

In the full report: all 7 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.

Accounts filed at Companies House for company 12052654. 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

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

2020

5 April 2020

  • Changed its registered name from "Bushell Holt Wealth Management Ltd"

FCA register

10 March 2020

  • Karen Jane Bushell became a part-owner (25–50% of shares)
  • Karen Jane Bushell appointed as a director

Companies House

2019

14 August 2019

  • Became an appointed representative

FCA register

14 June 2019

  • Incorporated at Companies House
  • Shaun Anthony Holt became a part-owner (25–50% of shares)
  • Shaun Anthony Holt appointed as a director

Companies House

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

Firms connected to Bushell Holt Wealth Management

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

connected firm
1
no longer authorised
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 Bushell Holt Wealth Management

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

In Lymm

Harrington Robertson Wealth Management LimitedLymmAppointed representativeIan CopeLymmAppointed representativeRPC Financial Services LimitedLymmAppointed representativeArley Wealth Management LtdLymmAppointed representativeBlue River Wealth Management LimitedLymmAuthorisedDavid Cope and Partners LimitedLymmAuthorised

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 Bushell Holt Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 7 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Bushell Holt Wealth Management Limited FCA authorised?
Bushell Holt Wealth Management Limited (FRN 912293) 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 Bushell Holt 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. Bushell Holt Wealth Management Limited (FRN 912293) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Bushell Holt Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Bushell Holt 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 Bushell Holt Wealth Management’s phone number and website?
The FCA register lists the phone number 01942 887851 and the website bhwml.co.uk for Bushell Holt Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Bushell Holt Wealth Management a scam or clone?
Bushell Holt 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 Bushell Holt Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Bushell Holt Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Bushell Holt Wealth Management?
Companies House lists 2 people with significant control of Bushell Holt Wealth Management: Mr Shaun Anthony Holt (25–50% of shares) and Mrs Karen Jane Bushell (25–50% of shares).
Who runs Bushell Holt Wealth Management?
Companies House lists 2 directors of Bushell Holt Wealth Management: Shaun Anthony Holt and Karen Jane Bushell.
How long has Bushell Holt Wealth Management been in business?
The company was formed on 14 June 2019.
What do Bushell Holt Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £306k (−2% from £313k) and cash at bank of £159k (+58% from £101k).
Does Bushell Holt Wealth Management use any other names?
It has previously used the name Bushell Holt Wealth Management Ltd.

Sources and links

The full report on Bushell Holt Wealth Management Limited

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