DWB Wealth Consultancy Limited

Reference number: 598235

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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.
  • DWB Wealth Consultancy Limited (FRN 598235) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use DWB Wealth Consultancy's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from DWB Wealth Consultancy, 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 dwbwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01302 272625 is
  • Who else gives the postcode LS22 6RG
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Other names (2)

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

  • DWB Wealth Consultancy LLP Former name
  • DWB Wealth Consultancy (Wetherby) 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
16029590
Company status
Active
Company type
Private limited company
Incorporated
21 October 2024 (2 years old)
Registered office
1 Highcliffe Court, Greenfold Lane, Wetherby, North Yorkshire, LS22 6RG, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Simon Richard Bishop Director May 1975 21 Oct 2024 None
Ryan Mark Wiggins Director May 1984 21 Oct 2024 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 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

17 months to 31 March 2026Small company accountsNot audited

Net assets

−£96.6k

No earlier figure to compare

Cash at bank

£42.5k

No earlier figure to compare

Employees (average)

10

No earlier figure to compare

Owed within a year

£416k

No earlier figure to compare

Net assets are negative: on its last balance sheet the company owed £96.6k more than it owned.

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 16029590. 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

DWB Wealth Consultancy’s history from the FCA register and Companies House, newest first.

2025

9 January 2025

  • Changed its registered name from "DWB Wealth Consultancy (Wetherby) LLP"

FCA register

2024

3 December 2024

  • Changed its registered name from "DWB Wealth Consultancy LLP"

FCA register

21 October 2024

  • Incorporated at Companies House
  • Ryan Mark Wiggins became a part-owner (25–50% of shares)
  • Simon Richard Bishop became a part-owner (25–50% of shares)
  • Ryan Mark Wiggins appointed as a director
  • Simon Richard Bishop appointed as a director

Companies House

2013

28 March 2013

  • Became an appointed representative

FCA register

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

Firms connected to DWB Wealth Consultancy

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

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like DWB Wealth Consultancy

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

In Wetherby

Bates Wealth Management LtdWetherbyAppointed representativeCastle and Grey LimitedWetherbyAppointed representativeDiane WatsonWetherbyAppointed representativeGreg ThomsonWetherbyAppointed representativeJoanna DodsonWetherbyAppointed representativeNorth Yorkshire Financial Planning LTDWetherbyAppointed 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 DWB Wealth Consultancy

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
  • All 8 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is DWB Wealth Consultancy Limited FCA authorised?
DWB Wealth Consultancy Limited (FRN 598235) 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 DWB Wealth Consultancy?
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. DWB Wealth Consultancy Limited (FRN 598235) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use DWB Wealth Consultancy's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from DWB Wealth Consultancy, 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 DWB Wealth Consultancy’s phone number and website?
The FCA register lists the phone number 01302 272625 and the website dwbwealth.co.uk for DWB Wealth Consultancy. If you were given different contact details, use these to check with the firm before going any further.
Is DWB Wealth Consultancy a scam or clone?
DWB Wealth Consultancy 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 DWB Wealth Consultancy?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for DWB Wealth Consultancy's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns DWB Wealth Consultancy?
Companies House lists 2 people with significant control of DWB Wealth Consultancy: Mr Simon Richard Bishop (25–50% of shares) and Mr Ryan Mark Wiggins (25–50% of shares).
Who runs DWB Wealth Consultancy?
Companies House lists 2 directors of DWB Wealth Consultancy: Simon Richard Bishop and Ryan Mark Wiggins.
How long has DWB Wealth Consultancy been in business?
The company was formed on 21 October 2024.
What do DWB Wealth Consultancy’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of −£96.6k (no earlier figure to compare) and cash at bank of £42.5k (no earlier figure to compare).
Does DWB Wealth Consultancy use any other names?
It has previously used 2 other names: DWB Wealth Consultancy LLP and DWB Wealth Consultancy (Wetherby) LLP.

Sources and links

The full report on DWB Wealth Consultancy Limited

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