David James Wealth Limited

Reference number: 771834

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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

Quilter Financial Services Limited Reference number: 440703 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.
  • David James Wealth Limited (FRN 771834) is an AR of Quilter Financial Services Limited (FRN 440703). When you use David James Wealth's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from David James Wealth, 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 davidjameswealth.com first appeared online, and whether it can receive email
  • What kind of line 020 7014 0186 is
  • Who else gives the postcode WC1V 7JZ
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Other names (4)

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

  • David James Wealth Music Trading name
  • David James Wealth Sport Trading name
  • David James Wealth Former name
  • David James Wealth Ltd Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Financial Services 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
11557919
Company status
Active
Company type
Private limited company
Incorporated
7 September 2018 (8 years old)
Registered office
1st Floor, Northumberland House, 303-306 High Holborn, London, WC1V 7JZ, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
James Nicholas Wallis Reiss Director Jul 1988 7 Sep 2018 3 other companies
Kevin Oscar Kennard Director Mar 1984 17 Nov 2021 3 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
3
closed down
1
is FCA-registered
1

In the full report: all 3 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
  • The one on the FCA register
  • The 3 companies these 2 directors run together
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Full accountsNot audited

Net assets

£362k

+92% from £189k

Cash at bank

£206k

+8.9% from £189k

Owed within a year

£316k

−33% from £473k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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 11557919. 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

David James Wealth’s history from the FCA register and Companies House, newest first.

Key events (11) All events (17)

2023

7 July 2023

  • David James Wealth Holdings Ltd took control (75–100% of shares)
  • James Nicholas Wallis Reiss stopped being a part-owner
  • Kevin Oscar Kennard no longer holds 25–50% of the votes

Companies House

26 June 2023

  • David John Cresswell stopped being a part-owner
  • Kevin Oscar Kennard gained 25–50% of the votes

Companies House

2021

3 August 2021

  • Changed its registered name from "David James Wealth Ltd"

FCA register

2018

25 October 2018

  • Changed its registered name from "David James Wealth"

FCA register

7 September 2018

  • Incorporated at Companies House
  • David John Cresswell became a part-owner (25–50% of shares)
  • James Nicholas Wallis Reiss became a part-owner (25–50% of shares)

Companies House

2017

16 February 2017

  • Became an appointed representative

FCA register

In the full report: all 17 events

  • All 17 events in its history (11 shown here)
  • Every director appointment and resignation: 4
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Firms connected to David James Wealth

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

connected firms
2
share a director
1
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (1), the same postcode (2)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like David James Wealth

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

In London

SIX Financial Information UK LimitedLondonAppointed representativeMagellan Investment Partners (UK) LimitedLondonAppointed representativeMoonfare UK LimitedLondonAppointed representativeAlpha FX Institutional LimitedLondonAppointed representativeLCP Capital Solutions LimitedLondonAppointed representativeBrighton Park Capital UK LimitedLondonAppointed 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 David James Wealth

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

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 17 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is David James Wealth Limited FCA authorised?
David James Wealth Limited (FRN 771834) 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 David James Wealth?
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. David James Wealth Limited (FRN 771834) is an AR of Quilter Financial Services Limited (FRN 440703). When you use David James Wealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from David James Wealth, 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 David James Wealth’s phone number and website?
The FCA register lists the phone number 020 7014 0186 and the website davidjameswealth.com for David James Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is David James Wealth a scam or clone?
David James Wealth 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 David James Wealth?
Protection works through Quilter Financial Services Limited, the principal firm responsible for David James Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns David James Wealth?
David James Wealth is owned by David James Wealth Holdings Ltd, which holds 75–100% of shares and 75–100% of votes, since 7 July 2023. Before that, it was controlled by Mr Kevin Oscar Kennard, Mr James Nicholas Wallis Reiss and Mr David John Cresswell.
Who runs David James Wealth?
Companies House lists 2 directors of David James Wealth: James Nicholas Wallis Reiss and Kevin Oscar Kennard.
How long has David James Wealth been in business?
The company was formed on 7 September 2018.
What do David James Wealth’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £362k (+92% from £189k) and cash at bank of £206k (+8.9% from £189k).
Does David James Wealth use any other names?
It trades as David James Wealth Music and David James Wealth Sport. It has previously used 2 other names: David James Wealth and David James Wealth Ltd.

Sources and links

The full report on David James Wealth Limited

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