Cormack Wealth Management Limited

Reference number: 780758

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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.
  • Cormack Wealth Management Limited (FRN 780758) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Cormack Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Cormack 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 cormackwealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 0131 467 1268 is
  • Who else gives the postcode EH3 7RN
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Other names (1)

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

  • Cormack Wealth Trading 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
SC567375
Company status
Active
Company type
Private limited company
Incorporated
31 May 2017 (9 years old)
Registered office
6 Logie Mill, Beaverbank Business Park, Edinburgh, Lothian, EH7 4HG, Scotland
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Leigh Elaine Cormack Director Jun 1976 31 May 2017 1 other company
Peter Robert Cormack Director Jun 1974 31 May 2017 None
Lois Ella Cormack Secretary Not published 28 Aug 2026 –

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 company
1
still active
1

In the full report: all 1 company, 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 March 2026Micro-entity accountsNot audited

Total equity

£204k

+3.3% from £198k

Employees (average)

4

Same as 4

Owed within a year

£73.6k

+9% from £67.5k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2026
  • 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 SC567375. 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

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

Key events (4) All events (7)

2017

5 June 2017

  • Became an appointed representative

FCA register

31 May 2017

  • Incorporated at Companies House
  • Leigh Elaine Cormack became a part-owner (25–50% of shares)
  • Peter Robert Cormack became a part-owner (25–50% of shares)

Companies House

In the full report: all 7 events

  • All 7 events in its history (4 shown here)
  • Every director appointment and resignation: 2
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Firms like Cormack Wealth Management

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

In Edinburgh

Royal College Of Surgeons Of EdinburghEdinburghAppointed representativeAB1 Financial Planning LtdEdinburghAppointed representativeAdam LeechEdinburghAppointed representativeAdrian HangerEdinburghAppointed representativeAlasdair McLeishEdinburghAppointed representativeAlex DockarEdinburghAppointed 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 Cormack 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
  • 6 years of accounts, charted
  • All 7 events in its history

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Frequently asked questions about this firm

Is Cormack Wealth Management Limited FCA authorised?
Cormack Wealth Management Limited (FRN 780758) 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 Cormack 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. Cormack Wealth Management Limited (FRN 780758) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Cormack Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Cormack 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 Cormack Wealth Management’s phone number and website?
The FCA register lists the phone number 0131 467 1268 and the website cormackwealthmanagement.co.uk for Cormack Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Cormack Wealth Management a scam or clone?
Cormack 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 Cormack Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Cormack Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Cormack Wealth Management?
Companies House lists 2 people with significant control of Cormack Wealth Management: Mrs Leigh Elaine Cormack (25–50% of shares) and Mr Peter Robert Cormack (25–50% of shares).
Who runs Cormack Wealth Management?
Companies House lists 2 directors of Cormack Wealth Management: Leigh Elaine Cormack and Peter Robert Cormack.
How long has Cormack Wealth Management been in business?
The company was formed on 31 May 2017.
What do Cormack Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show total equity of £204k (+3.3% from £198k).
Does Cormack Wealth Management use any other names?
It trades as Cormack Wealth.

Sources and links

The full report on Cormack Wealth Management Limited

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