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 6 years
- Protected through the principal
- No FCA actions
- Active company since 2019
- Accounts filed up to 31 March 2026
Responsible principal firm
George Square Financial Management Ltd Reference number: 572966 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.
- Greaves Wealth Management Ltd (FRN 926063) is an AR of George Square Financial Management Ltd (FRN 572966). When you use Greaves Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Greaves 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.
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No website on the FCA register
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Phone number
-
Address
158 Abbeydale Road South, Sheffield, South Yorkshire, S7 2QS, United Kingdom
In the full report: 2 background checks
- What kind of line 0114 553 1696 is
- Who else gives the postcode S7 2QS
FCA permissions and consumer protection
- Protection through the principal firmProtection works through George Square Financial Management Ltd, 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
- 11989499 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 10 May 2019 (7 years old)
- Registered office
- 1 Union Drive, Sheffield, S11 9EQ, England
- Nature of business
-
- Other business support service activities not elsewhere classified (SIC 82990)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Peter Robert Greaves | Director | Dec 1963 | 10 May 2019 | 8 other companies |
Other companies run by its director
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
- 8
- closed down
- 3
- are FCA-registered
- 2
In the full report: all 8 companies, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
- The 2 on the FCA register
Filed accounts and finances
Net assets
£72.4k
−15% from £85.0k
Cash at bank
£10.1k
−76% from £42.5k
Owed within a year
£258k
+27% from £203k
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2021 to 2026
- The chart, over every year
- Every filed figure, year by year
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 11989499. 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
Greaves Wealth Management’s history from the FCA register and Companies House, newest first.
2020
13 May 2020
- Became an appointed representative
FCA register
2019
10 May 2019
- Incorporated at Companies House
- Peter Robert Greaves took control (75–100% of shares)
- Peter Robert Greaves appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms connected to Greaves Wealth Management
Other FCA-listed firms that share a director, phone number or address with Greaves Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its postcode
- 1
- past links
- 2
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
- 2 past links through former directors
Firms like Greaves Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Sheffield
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 Greaves Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 8 other companies its directors have run, named
- 2 background checks on its contact details
- 6 years of accounts, charted
- All 4 events in its history
- 1 connected firm, named, and who links them
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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