Herald Wealth Management Ltd

Reference number: 581759

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.

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.
  • Herald Wealth Management Ltd (FRN 581759) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Herald Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Herald 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 heraldwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01743 455115 is
  • Who else gives the postcode CH4 9EP
Instant PDF download
Other names (1)

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

  • Daniel Hetherington Former name: A name it was registered under before.

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 status
Active
Company type
Private limited company
Incorporated
16 September 2025 (1 year old)
Registered office
First Floor - Pulford House, Bell Meadow Business Park, Chester, CH4 9EP, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Daniel Hetherington Director May 1975 16 Sep 2025 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
Instant PDF download

Key dates in its history

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

2025

3 November 2025

  • Changed its registered name from "Daniel Hetherington"

FCA register

16 September 2025

  • Incorporated at Companies House
  • Daniel Hetherington took control (75–100% of shares)

Companies House

2012

22 May 2012

  • Became an appointed representative

FCA register

In the full report: all 7 events

  • All 7 events in its history (4 shown here)
  • Every director appointment and resignation: 1
Instant PDF download

Firms connected to Herald Wealth Management

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

connected firms
4
no longer authorised
1
share its postcode
4

In the full report: all 4 connected firms, named

  • How each is linked: the same postcode (4)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like Herald Wealth Management

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

In Chester

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 Herald 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
  • 3 background checks on its contact details
  • All 7 events in its history
  • 4 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Herald Wealth Management Ltd FCA authorised?
Herald Wealth Management Ltd (FRN 581759) 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 Herald 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. Herald Wealth Management Ltd (FRN 581759) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Herald Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Herald 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 Herald Wealth Management’s phone number and website?
The FCA register lists the phone number 01743 455115 and the website heraldwealth.co.uk for Herald Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Herald Wealth Management a scam or clone?
Herald 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 Herald Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Herald Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Herald Wealth Management?
Companies House lists one person with significant control of Herald Wealth Management: Mr Daniel Hetherington (75–100% of shares).
Who runs Herald Wealth Management?
Companies House lists one director of Herald Wealth Management: Daniel Hetherington.
How long has Herald Wealth Management been in business?
The company was formed on 16 September 2025.
Does Herald Wealth Management use any other names?
It has previously used the name Daniel Hetherington.

Sources and links

The full report on Herald Wealth Management Ltd

£19.99 · Instant PDF download

Loading secure checkout…