Derwent Management Group Limited

Reference number: 999343

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Introducer appointed representative

This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • Derwent Management Group Limited (FRN 999343) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not Derwent Management Group.
  • Example: if Derwent Management Group refers you to a financial adviser, the advice should come from the principal firm, not from Derwent Management Group itself.
  • 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.

  • No website on the FCA register

  • Phone number

    07748 631501

  • Address

    3 Burleigh View, Bussage, Stroud, Gloucestershire, GL6 8DD, United Kingdom

In the full report: 2 background checks

  • What kind of line 07748 631501 is, and the other firm that gives it
  • Who else gives the postcode GL6 8DD
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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
12920291
Company status
Active
Company type
Private limited company
Incorporated
1 October 2020 (6 years old)
Registered office
Valley View The Ridge, Bussage, Stroud, GL6 8HD, England
Nature of business
  • Management consultancy activities other than financial management (SIC 70229)

Directors and company secretaries

Name Role Born Appointed Other companies
David Mansfield Gee Director Jan 1973 1 Oct 2020 4 other companies
Nicola Jane Keller Director Jan 1981 23 Feb 2021 1 other company

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
4
closed down
1
is FCA-registered
1

In the full report: all 4 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 1 company these 2 directors run together
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£65.7k

+169% from £24.4k

Cash at bank

£27.2k

−15% from £31.8k

Employees (average)

2

Same as 2

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2021 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 12920291. 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

Derwent Management Group’s history from the FCA register and Companies House, newest first.

2023

9 July 2023

  • Became an introducer appointed representative

FCA register

2021

23 February 2021

  • Nicola Jane Keller appointed as a director

Companies House

2020

1 October 2020

  • Incorporated at Companies House
  • David Mansfield Gee became the majority owner (50–75% of shares)
  • David Mansfield Gee appointed as a director

Companies House

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

Firms connected to Derwent Management Group

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

connected firm
1
share a director
1
share its phone number
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1), the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Derwent Management Group

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

In Stroud

Alexander WheelerStroudAppointed representativeDarren Lewis Financial Planning LimitedStroudAppointed representativeFrazer Wealth ManagementStroudAppointed representativeHudson Rose Services LtdStroudAppointed representativeJennifer ScottStroudAppointed representativeJulian Howes Wealth Management LtdStroudAppointed 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 Derwent Management Group

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
  • 2 background checks on its contact details
  • 6 years of accounts, charted
  • All 5 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Derwent Management Group Limited FCA authorised?
Derwent Management Group Limited (FRN 999343) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for Derwent Management Group?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Derwent Management Group Limited (FRN 999343) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not Derwent Management Group. Example: if Derwent Management Group refers you to a financial adviser, the advice should come from the principal firm, not from Derwent Management Group itself. 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 Derwent Management Group’s phone number?
The FCA register lists the phone number 07748 631501 for Derwent Management Group. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Derwent Management Group a scam or clone?
Derwent Management Group 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 Derwent Management Group?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Derwent Management Group's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Derwent Management Group?
Companies House lists one person with significant control of Derwent Management Group: Mr David Mansfield Gee (50–75% of shares).
Who runs Derwent Management Group?
Companies House lists 2 directors of Derwent Management Group: David Mansfield Gee and Nicola Jane Keller.
How long has Derwent Management Group been in business?
The company was formed on 1 October 2020.
What do Derwent Management Group’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £65.7k (+169% from £24.4k) and cash at bank of £27.2k (−15% from £31.8k).

Sources and links

The full report on Derwent Management Group Limited

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