Edwards Wealth Ltd
Reference number: 416398
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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 21 years
- Protected through the principal
- No FCA actions
- Active company since 2014
- Accounts filed up to 31 March 2022
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.
- Edwards Wealth Ltd (FRN 416398) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Edwards Wealth's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Edwards 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.
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Phone number
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Address
Home Farm Stables, Meriden Road, Berkswell, Coventry, West Midlands, CV7 7SL, United Kingdom
In the full report: 3 background checks
- When edwardswealth.co.uk first appeared online, and whether it can receive email
- What kind of line 01676 530606 is
- Who else gives the postcode CV7 7SL
Other names (6)
If you were contacted under any of these names, it is this firm.
- Janine Edwards Private Clients Trading name: A name it trades under now.
- Janine Edwards Former name: A name it was registered under before.
- Janine Edwards Wealth Management Limited Former name: A name it was registered under before.
- Janine Grant-Reason Former name: A name it was registered under before.
- JEWM Ltd Former name: A name it was registered under before.
- Janine Edwards Wealth Management Former trading name: A name it used to trade under.
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
- 09229694 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 22 September 2014 (12 years old)
- Registered office
- St. James's Place House, 1 Tetbury Road, Cirencester, England, GL7 1FP, England
- Nature of business
-
- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Jonathan Peter Claridge | Director | Dec 1982 | 18 May 2022 | 13 other companies |
| ST. JAMES'S PLACE CORPORATE SECRETARY LIMITED | Corporate secretary | Not published | 18 May 2022 | – |
Other companies run by its director
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
- 13
- closed down
- 2
- are FCA-registered
- 9
In the full report: all 13 companies, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
- The 9 on the FCA register
- All 7 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£4.73m
+63% from £2.90m
Cash at bank
£1.56m
+40% from £1.11m
Employees (average)
2
+100% from 1
Owed within a year
£1.07m
+68% from £633k
Net assets
In the full report: all 4 years of accounts
- Every year from 2019 to 2022
- 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.
Accounts filed at Companies House for company 09229694. 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
Edwards Wealth’s history from the FCA register and Companies House, newest first.
2023
4 December 2023
- Changed its registered name from "JEWM Ltd"
FCA register
2022
2 August 2022
- Thompson Private Clients Limited stopped being a part-owner
Companies House
17 June 2022
- Board replaced: all 3 directors left and 3 new directors took over
Companies House
18 May 2022
- Janine Edwards stopped being the majority owner
- St. James's Place Acquisition Services Limited took control (75–100% of shares)
Companies House
5 May 2022
- Changed its registered name from "Janine Edwards Wealth Management Limited"
FCA register
2018
1 June 2018
- Thompson Private Clients Limited became a part-owner (25–50% of shares)
Companies House
2016
6 April 2016
- Janine Edwards became the majority owner (50–75% of shares)
Companies House
2015
16 February 2015
- Changed its registered name from "Janine Edwards"
FCA register
2014
22 September 2014
- Incorporated at Companies House
Companies House
2008
15 October 2008
- Changed its registered name from "Janine Grant-Reason"
FCA register
2004
2 December 2004
- Became an appointed representative
FCA register
In the full report: all 30 events
- All 30 events in its history (12 shown here)
- Every director appointment and resignation: 13
Firms connected to Edwards Wealth
Other FCA-listed firms that share a director, phone number or address with Edwards Wealth. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 9
- share a director
- 9
In the full report: all 9 connected firms, named
- How each is linked: shared directors (9)
- Who links each one: the named directors, with dates
Firms like Edwards Wealth
Other firms of the same type (financial adviser), nearest first.
In Coventry
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 Edwards Wealth
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 13 other companies its directors have run, named
- 3 background checks on its contact details
- 4 years of accounts, charted
- All 30 events in its history
- 9 connected firms, named, and who links them
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Frequently asked questions about this firm
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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