Edward Trehearne Wealth Management LLP
Reference number: 590262
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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.
- Appointed for 13 years
- Protected through the principal
- No FCA actions
- Active company since 2012
- Accounts filed up to 31 March 2025
- 1 thing worth a closer look in the background checks
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 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.
- Edward Trehearne Wealth Management LLP (FRN 590262) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Edward Trehearne Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Edward Trehearne 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.
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Phone number
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Address
Monastery Barn, Hazelton Manor, Rodmarton, Cirencester, Gloucestershire, GL7 6PG, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When edwardtrehearne.co.uk first appeared online, and whether it can receive email
- What kind of line 01635 582424 is, and the 6 other firms that give it
- Who else gives the postcode GL7 6PG
FCA permissions and consumer protection
- Protection through the principal firmProtection 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, freeYou 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
- OC378921 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 1 October 2012 (14 years old)
- Registered office
- Monastery Barn, Hazleton Manor, Cirencester, Glos Monastery Barn, Hazleton Manor, Rodmarton, Cirencester, Glos, GL7 6PG, England
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Edward Trehearne | LLP designated member | Apr 1963 | 1 Oct 2012 | 2 other companies |
| EDWARD TREHEARNE LIMITED | Corporate LLP designated member | Not published | 2 May 2014 | None |
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
- 2
- still active
- 2
In the full report: all 2 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
- All 4 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£150k
+10% from £136k
Cash at bank
£121k
+16% from £104k
Employees (average)
0
Same as 0
Owed within a year
£6,482
+6.6% from £6,082
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
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 OC378921. 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
Edward Trehearne Wealth Management’s history from the FCA register and Companies House, newest first.
2016
1 July 2016
- Edward Trehearne took control (75–100% of shares)
Companies House
2012
25 October 2012
- Became an appointed representative
FCA register
1 October 2012
- Incorporated at Companies House
Companies House
In the full report: all 8 events
- All 8 events in its history (3 shown here)
- Every director appointment and resignation: 5
Firms connected to Edward Trehearne Wealth Management
Other FCA-listed firms that share a director, phone number or address with Edward Trehearne Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 6
- share its phone number
- 6
In the full report: all 6 connected firms, named
- How each is linked: the same phone number (6)
- Who links each one: the named directors, with dates
Firms like Edward Trehearne Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Cirencester
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 Edward Trehearne Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 2 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 6 years of accounts, charted
- All 8 events in its history
- 6 connected firms, named, and who links them
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Frequently asked questions about this firm
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What do Edward Trehearne Wealth Management’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk