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 1 year
- Protected through the principal
- No FCA actions
- Active company since 2024
- Accounts filed up to 30 September 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.
- Estia Wealth LLP (FRN 1021623) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Estia Wealth's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Estia 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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No website on the FCA register
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Phone number
-
Address
30 Lombard Street, London, EC3V 9BQ, United Kingdom
In the full report: 2 background checks, 1 thing worth a closer look
- What kind of line 07515 465385 is
- Whether EC3V 9BQ is a shared office: 222 other firms give it
Other names (1)
If you were contacted under any of these names, it is this firm.
- Estria Wealth LLP Former name: A name it was registered under before.
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
- OC453868 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 24 September 2024 (2 years old)
- Registered office
- 101 New Cavendish Street, 1st Floor South, London, W1W 6XH, United Kingdom
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Jonathan Barker | LLP designated member | May 1981 | 24 Sep 2024 | None |
| Elliott Bray | LLP designated member | Apr 1993 | 24 Sep 2024 | None |
| Andrew Highfield | LLP designated member | May 1994 | 24 Sep 2024 | None |
In the full report: every company its directors have run
- Confirmation that these 3 directors run no other company
Filed accounts and finances
Employees (average)
3
No earlier figure to compare
These accounts were filed as dormant: the company reported no significant trading in the period.
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 OC453868. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Estia Wealth’s history from the FCA register and Companies House, newest first.
2025
14 May 2025
- Changed its registered name from "Estria Wealth LLP"
- Became an appointed representative
FCA register
2024
24 September 2024
- Incorporated at Companies House
- Andrew Highfield became a part-owner (25–50% of shares)
- Elliott Bray became a part-owner (25–50% of shares)
- Jonathan Barker became a part-owner (25–50% of shares)
Companies House
In the full report: all 10 events
- All 10 events in its history (6 shown here)
- Every director appointment and resignation: 3
Firms like Estia Wealth
Other firms of the same type (financial adviser), nearest first.
In London
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 Estia Wealth
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- Every company its directors have run, named
- 2 background checks on its contact details, 1 flagged
- All 10 events in its history
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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