Craig Giles Wealth Management LTD

Reference number: 927780

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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

M&G ADVICE PARTNERS LIMITED Reference number: 584256 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.
  • Craig Giles Wealth Management LTD (FRN 927780) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use Craig Giles Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Craig Giles 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 mandgwealth.com first appeared online, and whether it can receive email
  • What kind of line 07786 975776 is
  • Who else gives the postcode NE9 5SR
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through M&g Advice Partners Limited, 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
12594999
Company status
Active
Company type
Private limited company
Incorporated
11 May 2020 (6 years old)
Registered office
14 Villa View, Gateshead, NE9 5SR, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Craig Lee Giles Director Oct 1978 11 May 2020 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Key dates in its history

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

2020

12 June 2020

  • Became an appointed representative

FCA register

11 May 2020

  • Incorporated at Companies House
  • Craig Lee Giles took control (75–100% of shares)
  • Craig Lee Giles appointed as a director

Companies House

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

Firms like Craig Giles Wealth Management

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

In Gateshead

Baxter Pearse Financial Consultants LimitedGatesheadAppointed representativeCornerstone Financial Group LtdGatesheadAppointed representativeJames HutchinsGatesheadAppointed representativeLeazes Quadrus Financial Planning LtdGatesheadAppointed representativeRWS Financial Planning LimitedGatesheadAppointed representativeTempleton Brown LtdGatesheadAppointed 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 Craig Giles 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
  • All 4 events in its history

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Frequently asked questions about this firm

Is Craig Giles Wealth Management LTD FCA authorised?
Craig Giles Wealth Management LTD (FRN 927780) 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 Craig Giles 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. Craig Giles Wealth Management LTD (FRN 927780) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use Craig Giles Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Craig Giles 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 Craig Giles Wealth Management’s phone number and website?
The FCA register lists the phone number 07786 975776 and the website mandgwealth.com/craiggileswealthmanagement for Craig Giles Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Craig Giles Wealth Management a scam or clone?
Craig Giles 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 Craig Giles Wealth Management?
Protection works through M&g Advice Partners Limited, the principal firm responsible for Craig Giles Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Craig Giles Wealth Management?
Companies House lists one person with significant control of Craig Giles Wealth Management: Mr Craig Lee Giles (75–100% of shares).
Who runs Craig Giles Wealth Management?
Companies House lists one director of Craig Giles Wealth Management: Craig Lee Giles.
How long has Craig Giles Wealth Management been in business?
The company was formed on 11 May 2020.

Sources and links

The full report on Craig Giles Wealth Management LTD

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