Henley Wealth Management Ltd

Reference number: 646660

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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

Continuum Wealth Limited Reference number: 601396 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.
  • Henley Wealth Management Ltd (FRN 646660) is an AR of Continuum Wealth Limited (FRN 601396). When you use Henley Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Henley 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.

  • No website on the FCA register

  • Phone number

    01491 834336

  • Address

    1a St Martin's St, Wallingford, Oxon, OX10 0AQ, United Kingdom

In the full report: 2 background checks

  • What kind of line 01491 834336 is
  • Who else gives the postcode OX10 0AQ
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Continuum Wealth 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 name
HENLEY WEALTH MANAGEMENT LIMITED
Company number
09078982
Company status
Active
Company type
Private limited company
Incorporated
10 June 2014 (12 years old)
Registered office
12 Park Lane, Tilehurst, Reading, Berkshire, RG31 5DL, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Stephanie Roisinna Curtin Director Feb 1974 10 Jun 2014 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 30 June 2025Micro-entity accountsNot audited

Net assets

£153

Up £49 from £104

Employees (average)

1

Same as 1

Owed within a year

£10.1k

+9% from £9,291

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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 09078982. 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

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

2016

6 April 2016

  • Stephanie Roisinna Curtin took control (75–100% of shares)

Companies House

2014

16 September 2014

  • Became an appointed representative

FCA register

10 June 2014

  • Incorporated at Companies House
  • Stephanie Roisinna Curtin appointed as a director

Companies House

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

Firms like Henley Wealth Management

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

In Wallingford

Denham Wealth Management LLPWallingfordAppointed representativeFrizzell Wealth Management LimitedWallingfordAppointed 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 Henley Wealth Management

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
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 4 events in its history

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Frequently asked questions about this firm

Is Henley Wealth Management Ltd FCA authorised?
Henley Wealth Management Ltd (FRN 646660) 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 Henley 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. Henley Wealth Management Ltd (FRN 646660) is an AR of Continuum Wealth Limited (FRN 601396). When you use Henley Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Henley 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 Henley Wealth Management’s phone number?
The FCA register lists the phone number 01491 834336 for Henley Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Henley Wealth Management a scam or clone?
Henley 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 Henley Wealth Management?
Protection works through Continuum Wealth Limited, the principal firm responsible for Henley Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Henley Wealth Management?
Companies House lists one person with significant control of Henley Wealth Management: Miss Stephanie Roisinna Curtin (75–100% of shares).
Who runs Henley Wealth Management?
Companies House lists one director of Henley Wealth Management: Stephanie Roisinna Curtin.
How long has Henley Wealth Management been in business?
The company was formed on 10 June 2014.
What do Henley Wealth Management’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £153 (up £49 from £104).

Sources and links

The full report on Henley Wealth Management Ltd

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