GilesSmith Wealth Management LLP

Reference number: 709493

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

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.

  • No website on the FCA register

  • Phone number

    07702 557145

  • Address

    33 Amaryllis Road, Burgess Hill, West Sussex, RH15 0UQ, United Kingdom

In the full report: 2 background checks

  • What kind of line 07702 557145 is
  • Who else gives the postcode RH15 0UQ
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (13 permissions)
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

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
OC400213
Company status
Active
Company type
Limited liability partnership
Incorporated
6 June 2015 (11 years old)
Registered office
41b Beach Road, Littlehampton, West Sussex, BN17 5JA, England

Directors and company secretaries

Name Role Born Appointed Other companies
Kevin John Smith LLP designated member Aug 1979 6 Jun 2015 3 other companies
Natalie Sarah Smith LLP designated member Sep 1979 6 Jun 2015 1 other company

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
4
still active
4

In the full report: all 4 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
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Filed accounts and finances

Year to 31 March 2025Micro-entity accountsNot audited

Turnover

£46.7k

Not compared: the previous accounts cover a different length of time

Net assets

£8,873

+68% from £5,292

Employees (average)

0

Same as 0

Owed within a year

£10.1k

<1% from £10.1k

The previous accounts cover 5 months, so turnover and profit are not compared with them.

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 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.

Accounts filed at Companies House for company OC400213. 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

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

Key events (5) All events (10)

2016

6 April 2016

  • Kevin John Smith became a part-owner (25–50% of shares)
  • Natalie Sarah Smith became a part-owner (25–50% of shares)

Companies House

6 January 2016

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2015

6 June 2015

  • Incorporated at Companies House

Companies House

In the full report: all 10 events

  • All 10 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Firms like GilesSmith Wealth Management

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

In Burgess Hill

Keymer Haslam & CoBurgess HillAuthorisedMathieson David PorterBurgess HillAuthorisedPhilip RobertsBurgess HillAuthorisedReed Independent LtdBurgess HillAuthorisedSterling Financial ServicesBurgess HillAuthorisedWealth Management Experts LimitedBurgess HillAuthorised

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 GilesSmith Wealth Management

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

  • 4 other companies its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 10 events in its history

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Frequently asked questions about this firm

Is GilesSmith Wealth Management LLP FCA authorised?
Yes, GilesSmith Wealth Management LLP (FRN 709493) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2016 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is GilesSmith Wealth Management’s phone number?
The FCA register lists the phone number 07702 557145 for GilesSmith Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is GilesSmith Wealth Management a scam or clone?
GilesSmith 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 GilesSmith Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about GilesSmith Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns GilesSmith Wealth Management?
Companies House lists 2 people with significant control of GilesSmith Wealth Management: Mr Kevin John Smith (25–50% of votes) and Mrs Natalie Sarah Smith (25–50% of votes).
Who runs GilesSmith Wealth Management?
Companies House lists 2 directors of GilesSmith Wealth Management: Kevin John Smith and Natalie Sarah Smith.
How long has GilesSmith Wealth Management been in business?
The company was formed on 6 June 2015, and has held its current FCA authorisation since January 2016.
What do GilesSmith Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show turnover of £46.7k (not compared: the previous accounts cover a different length of time) and net assets of £8,873 (+68% from £5,292).

Sources and links

The full report on GilesSmith Wealth Management LLP

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