Cornerstone Wealth Management LLP

Reference number: 416409

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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.
  • Cornerstone Wealth Management LLP (FRN 416409) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Cornerstone Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Cornerstone 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, 1 thing worth a closer look

  • When cornerstonewealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01256 962230 is
  • Who else gives the postcode RG29 1GF
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Other names (2)

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

  • Jonathan Hall Former name
  • Jonathan Hall Wealth Management LLP 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
OC388061
Company status
Active
Company type
Limited liability partnership
Incorporated
24 September 2013 (13 years old)
Registered office
Brookleigh Milley Road, Waltham St. Lawrence, Reading, Berkshire, RG10 0JR

Directors and company secretaries

Name Role Born Appointed Other companies
Jonathan William Hall LLP designated member Feb 1968 24 Sep 2013 1 other company
Nicola Elaine Hall LLP designated member Dec 1970 24 Sep 2013 1 other company
Oliver Hall LLP member Sep 1999 6 Apr 2023 None
Cameron Hall LLP member Aug 2003 1 Oct 2025 None
Jaiden Hall LLP member Aug 2003 1 Oct 2025 None
Noah Jacob Forde LLP member Aug 2003 12 Jan 2026 2 other companies

Other companies run by these 6 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
3
still active
1

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of these 6 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 12 people who have ever been directors, with their dates
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Key dates in its history

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

Key events (6) All events (24)

2018

5 November 2018

  • Changed its registered name from "Jonathan Hall Wealth Management LLP"

FCA register

2016

6 April 2016

  • Jonathan William Hall gained 25–50% of the votes
  • Nicola Elaine Hall gained 25–50% of the votes

Companies House

2014

9 December 2014

  • Changed its registered name from "Jonathan Hall"

FCA register

2013

24 September 2013

  • Incorporated at Companies House

Companies House

2004

2 December 2004

  • Became an appointed representative

FCA register

In the full report: all 24 events

  • All 24 events in its history (6 shown here)
  • Every director appointment and resignation: 18
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Firms connected to Cornerstone Wealth Management

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

connected firm
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 Cornerstone Wealth Management

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

In Hook

Baobab Financial Solutions LimitedHookAppointed representativeBuckle & Partners LimitedHookAppointed representativeMichael CottrellHookAppointed representativeSceptre Investment Management LimitedHookAppointed representativeWealthdash LtdHookAppointed representativeWest Green Capital LtdHookAppointed 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 Cornerstone 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, 1 flagged
  • All 24 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Cornerstone Wealth Management LLP FCA authorised?
Cornerstone Wealth Management LLP (FRN 416409) 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 Cornerstone 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. Cornerstone Wealth Management LLP (FRN 416409) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Cornerstone Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Cornerstone 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 Cornerstone Wealth Management’s phone number and website?
The FCA register lists the phone number 01256 962230 and the website cornerstonewealthmanagement.co.uk for Cornerstone Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Cornerstone Wealth Management a scam or clone?
Cornerstone 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 Cornerstone Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Cornerstone Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Cornerstone Wealth Management?
Companies House lists 2 people with significant control of Cornerstone Wealth Management: Mr Jonathan William Hall (25–50% of votes) and Mrs Nicola Elaine Hall (25–50% of votes).
Who runs Cornerstone Wealth Management?
Companies House lists 6 directors of Cornerstone Wealth Management: Jonathan William Hall, Nicola Elaine Hall, Oliver Hall, Cameron Hall, Jaiden Hall and Noah Jacob Forde.
How long has Cornerstone Wealth Management been in business?
The company was formed on 24 September 2013.
Does Cornerstone Wealth Management use any other names?
It has previously used 2 other names: Jonathan Hall and Jonathan Hall Wealth Management LLP.

Sources and links

The full report on Cornerstone Wealth Management LLP

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