Chewton Wealth Management Limited

Reference number: 986607

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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.
  • Chewton Wealth Management Limited (FRN 986607) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Chewton Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Chewton 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 chewtonwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01329 283311 is
  • Who else gives the postcode PO16 7AN
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Other names (1)

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

  • Chewton Wealth Holdings Limited 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
14415368
Company status
Active
Company type
Private limited company
Incorporated
12 October 2022 (4 years old)
Registered office
Milton House, 7 High Street, Fareham, Hampshire, PO16 7AN, United Kingdom
Nature of business
  • Activities of other holding companies not elsewhere classified (SIC 64209)

Directors and company secretaries

Name Role Born Appointed Other companies
Sam Satchwell Director Oct 1994 12 Oct 2022 None
Beverley Ann Satchwell Director Aug 1966 11 Jul 2023 1 other company
John Satchwell Director Jun 1963 11 Jul 2023 1 other company
Kaileah Chapman Director Mar 1986 21 May 2025 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
closed down
1
run together
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 1 company these 4 directors run together
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Filed accounts and finances

Year to 30 November 2025Small company accountsNot audited

Net assets

£1.19m

+3.1% from £1.15m

Cash at bank

£197k

+19% from £166k

Employees (average)

3

Same as 3

Assets and liabilities

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 14415368. 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

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

Key events (4) All events (9)

2023

21 August 2023

  • Changed its registered name from "Chewton Wealth Holdings Limited"

FCA register

2022

4 November 2022

  • Became an appointed representative

FCA register

12 October 2022

  • Incorporated at Companies House
  • Sam Satchwell became a part-owner (25–50% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (4 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Chewton Wealth Management

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

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Chewton Wealth Management

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

In Fareham

Abbotstone Financial Solutions LLPFarehamAppointed representativeAdam BirchallFarehamAppointed representativeChester Rose (Hampshire) LimitedFarehamAppointed representativeChris Hills Financial Consultancy LtdFarehamAppointed representativeChristopher Ian LondonFarehamAppointed representativeCubik Wealth Management LimitedFarehamAppointed 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 Chewton 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 9 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Chewton Wealth Management Limited FCA authorised?
Chewton Wealth Management Limited (FRN 986607) 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 Chewton 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. Chewton Wealth Management Limited (FRN 986607) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Chewton Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Chewton 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 Chewton Wealth Management’s phone number and website?
The FCA register lists the phone number 01329 283311 and the website chewtonwealth.co.uk for Chewton Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Chewton Wealth Management a scam or clone?
Chewton 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 Chewton Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Chewton Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Chewton Wealth Management?
Companies House lists one person with significant control of Chewton Wealth Management: Mr Sam Satchwell (25–50% of shares).
Who runs Chewton Wealth Management?
Companies House lists 4 directors of Chewton Wealth Management: Sam Satchwell, Beverley Ann Satchwell, John Satchwell and Kaileah Chapman.
How long has Chewton Wealth Management been in business?
The company was formed on 12 October 2022.
What do Chewton Wealth Management’s latest accounts show?
Its latest accounts, to 30 November 2025, show net assets of £1.19m (+3.1% from £1.15m) and cash at bank of £197k (+19% from £166k).
Does Chewton Wealth Management use any other names?
It has previously used the name Chewton Wealth Holdings Limited.

Sources and links

The full report on Chewton Wealth Management Limited

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