Frizzell Wealth Management Limited

Reference number: 570227

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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.
  • Frizzell Wealth Management Limited (FRN 570227) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Frizzell Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Frizzell 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.

In the full report: 3 background checks

  • When frizzellwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 01491 821001 is
  • Who else gives the postcode OX10 0EB
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Other names (2)

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

  • Frizzell & Partners Wealth Management LLP Former name
  • Tom Frizzell 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
13000503
Company status
Active
Company type
Private limited company
Incorporated
5 November 2020 (5 years old)
Registered office
1 St Mary's Court, Wallingford, OX10 0EB, United Kingdom
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Holly Lucy Frizzell Director Dec 1984 5 Nov 2020 2 other companies
Thomas Christopher Frizzell Director Jul 1983 5 Nov 2020 2 other companies

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
closed down
2
run together
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
  • The 2 companies these 2 directors run together
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Filed accounts and finances

Year to 30 November 2025Small company accountsNot audited

Net assets

£1.17m

+308% from £288k

Cash at bank

£1.59m

+71% from £933k

Employees (average)

16

Same as 16

Owed within a year

£989k

−8.2% from £1.08m

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2021 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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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 13000503. 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

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

2020

10 December 2020

  • Changed its registered name from "Frizzell & Partners Wealth Management LLP"

FCA register

5 November 2020

  • Incorporated at Companies House
  • Holly Lucy Frizzell became a part-owner (25–50% of shares)
  • Thomas Christopher Frizzell became a part-owner (25–50% of shares)
  • Holly Lucy Frizzell appointed as a director
  • Thomas Christopher Frizzell appointed as a director

Companies House

2013

20 December 2013

  • Changed its registered name from "Tom Frizzell"

FCA register

2011

1 December 2011

  • Became an appointed representative

FCA register

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

Firms connected to Frizzell Wealth Management

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Frizzell Wealth Management

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

In Wallingford

Denham Wealth Management LLPWallingfordAppointed representativeHenley Wealth Management LtdWallingfordAppointed representativeRed Kite Wealth Management LimitedWallingfordAuthorised

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 Frizzell 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
  • 5 years of accounts, charted
  • All 8 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Frizzell Wealth Management Limited FCA authorised?
Frizzell Wealth Management Limited (FRN 570227) 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 Frizzell Wealth Management?
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. Frizzell Wealth Management Limited (FRN 570227) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Frizzell Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Frizzell 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.
What is Frizzell Wealth Management’s phone number and website?
The FCA register lists the phone number 01491 821001 and the website frizzellwm.co.uk for Frizzell Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Frizzell Wealth Management a scam or clone?
Frizzell Wealth Management 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 Frizzell Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Frizzell Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Frizzell Wealth Management?
Companies House lists 2 people with significant control of Frizzell Wealth Management: Mr Thomas Christopher Frizzell (25–50% of shares) and Mrs Holly Lucy Frizzell (25–50% of shares).
Who runs Frizzell Wealth Management?
Companies House lists 2 directors of Frizzell Wealth Management: Holly Lucy Frizzell and Thomas Christopher Frizzell.
How long has Frizzell Wealth Management been in business?
The company was formed on 5 November 2020.
What do Frizzell Wealth Management’s latest accounts show?
Its latest accounts, to 30 November 2025, show net assets of £1.17m (+308% from £288k) and cash at bank of £1.59m (+71% from £933k).
Does Frizzell Wealth Management use any other names?
It has previously used 2 other names: Frizzell & Partners Wealth Management LLP and Tom Frizzell.

Sources and links

The full report on Frizzell Wealth Management Limited

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