Gary Shields Wealth Management LLP

Reference number: 415515

Instant download

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.
  • Gary Shields Wealth Management LLP (FRN 415515) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Gary Shields Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Gary Shields 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, 1 thing worth a closer look

  • When garyshieldswealthmanagementllp.co.uk first appeared online, and whether it can receive email
  • What kind of line 07900 884644 is
  • Who else gives the postcode GU19 5AQ
Instant PDF download
Other names (1)

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

  • Gary Shields 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
OC377112
Company status
Active
Company type
Limited liability partnership
Incorporated
20 July 2012 (14 years old)
Registered office
Suite 1 Knightway House, Park Street, Bagshot, Surrey, GU19 5AQ, United Kingdom

Directors and company secretaries

Name Role Born Appointed Other companies
Joanne Shields LLP designated member Jan 1966 20 Jul 2012 None
Gary Michael Shields LLP designated member Oct 1961 1 Jan 2016 1 other company
James Joseph Scarlett LLP designated member Aug 1988 15 Oct 2018 2 other companies

Other companies run by these 3 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
3
closed down
1
is FCA-registered
1

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • All 7 people who have ever been directors, with their dates
Instant PDF download

Key dates in its history

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

Key events (8) All events (19)

2026

25 March 2026

  • Samantha Scarlett no longer holds 25–50% of the votes

Companies House

2021

1 April 2021

  • Samantha Scarlett gained 25–50% of the votes

Companies House

2019

1 March 2019

  • James Joseph Scarlett became a part-owner (25–50% of shares)

Companies House

2018

1 October 2018

  • Changed its registered name from "Gary Shields"

FCA register

2016

6 April 2016

  • Gary Michael Shields became a part-owner (25–50% of shares)
  • Joanne Shields became a part-owner (25–50% of shares)

Companies House

2012

20 July 2012

  • Incorporated at Companies House

Companies House

2004

23 November 2004

  • Became an appointed representative

FCA register

In the full report: all 19 events

  • All 19 events in its history (8 shown here)
  • Every director appointment and resignation: 11
Instant PDF download

Firms connected to Gary Shields Wealth Management

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

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
Instant PDF download

Firms like Gary Shields Wealth Management

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

In Bagshot

Hc Wealth Management LimitedBagshotAuthorised

In the Guildford (GU) postcode area

Adam WhitingFleetAppointed representativeAimpoint Wealth Partners LtdWokingAppointed representativeAlexander HeywoodPetersfieldAppointed representativeAndrew Stuart RichardsonWokingAppointed representativeAtticus Financial Planning LtdAltonAppointed representative

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 Gary Shields Wealth Management

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

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 19 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Gary Shields Wealth Management LLP FCA authorised?
Gary Shields Wealth Management LLP (FRN 415515) 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 Gary Shields 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. Gary Shields Wealth Management LLP (FRN 415515) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Gary Shields Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Gary Shields 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 Gary Shields Wealth Management’s phone number and website?
The FCA register lists the phone number 07900 884644 and the website garyshieldswealthmanagementllp.co.uk for Gary Shields Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Gary Shields Wealth Management a scam or clone?
Gary Shields 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 Gary Shields Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Gary Shields Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Gary Shields Wealth Management?
Companies House lists 3 people with significant control of Gary Shields Wealth Management: Mr James Joseph Scarlett (25–50% of votes), Mr Gary Michael Shields (25–50% of votes) and Mrs Joanne Shields (25–50% of votes). Before that, it was controlled by Mrs Samantha Scarlett.
Who runs Gary Shields Wealth Management?
Companies House lists 3 directors of Gary Shields Wealth Management: Joanne Shields, Gary Michael Shields and James Joseph Scarlett.
How long has Gary Shields Wealth Management been in business?
The company was formed on 20 July 2012.
Does Gary Shields Wealth Management use any other names?
It has previously used the name Gary Shields.

Sources and links

The full report on Gary Shields Wealth Management LLP

£19.99 · Instant PDF download

Loading secure checkout…