Everstone Wealth Limited

Reference number: 1051060

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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

Quilter Financial Services Limited Reference number: 440703 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.
  • Everstone Wealth Limited (FRN 1051060) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Everstone Wealth's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Everstone 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.

In the full report: 3 background checks, 1 thing worth a closer look

  • When everstonewealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 07795 145214 is
  • Who else gives the postcode DA7 4NN
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Financial Services Limited, 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
16943932
Company status
Active
Company type
Private limited company
Incorporated
5 January 2026 (less than a year old)
Registered office
4 Grace Avenue, Bexleyheath, Kent, DA7 4NN, United Kingdom
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Adam Holt Director Aug 1990 5 Jan 2026 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Key dates in its history

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

2026

5 March 2026

  • Became an appointed representative

FCA register

5 January 2026

  • Incorporated at Companies House
  • Adam Holt took control (75–100% of shares)
  • Adam Holt appointed as a director

Companies House

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

Firms like Everstone Wealth

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

In Bexleyheath

Pickrell Financial PlanningBexleyheathAppointed representativeSaldia LtdBexleyheathAppointed representativeHelen Laycock LtdBexleyheathAppointed representativeMortgagemaze Financial Services LtdBexleyheathAppointed representativeStephen Andrew RiseleyBexleyheathAuthorised

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 Everstone Wealth

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 4 events in its history

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Frequently asked questions about this firm

Is Everstone Wealth Limited FCA authorised?
Everstone Wealth Limited (FRN 1051060) 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 Everstone Wealth?
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. Everstone Wealth Limited (FRN 1051060) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Everstone Wealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Everstone 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.
What is Everstone Wealth’s phone number and website?
The FCA register lists the phone number 07795 145214 and the website everstonewealth.co.uk for Everstone Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is Everstone Wealth a scam or clone?
Everstone Wealth 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 Everstone Wealth?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Everstone Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Everstone Wealth?
Companies House lists one person with significant control of Everstone Wealth: Mr Adam Holt (75–100% of shares).
Who runs Everstone Wealth?
Companies House lists one director of Everstone Wealth: Adam Holt.
How long has Everstone Wealth been in business?
The company was formed on 5 January 2026.

Sources and links

The full report on Everstone Wealth Limited

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