Heriot Hughes Wealth Management Limited

Reference number: 695091

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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

Corbel Partners Limited Reference number: 429142 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.
  • Heriot Hughes Wealth Management Limited (FRN 695091) is an AR of Corbel Partners Limited (FRN 429142). When you use Heriot Hughes Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Heriot Hughes 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

    0151 244 7155

  • Address

    42 Crosby Road North, Liverpool, Merseyside, L22 4QQ, United Kingdom

In the full report: 2 background checks

  • What kind of line 0151 244 7155 is
  • Who else gives the postcode L22 4QQ
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Corbel Partners 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 number
09564352
Company status
Active
Company type
Private limited company
Incorporated
28 April 2015 (11 years old)
Registered office
42 Crosby Road North, Liverpool, L22 4QQ, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Richard Anthony Hawkings Director Dec 1971 28 Apr 2015 1 other company
John Martin Hughes Director Aug 1963 28 Apr 2015 20 other companies

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
21
closed down
15
is FCA-registered
1

In the full report: all 21 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
  • The one on the FCA register
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Filed accounts and finances

Year to 30 April 2026Small company accountsNot audited

Net assets

£6,208

Up £5,397 from £811

Cash at bank

£10.0k

+102% from £4,958

Employees (average)

2

Same as 2

Owed within a year

£3,856

−8.1% from £4,194

Net assets

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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 09564352. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

2017

28 April 2017

  • John Martin Hughes became a part-owner (25–50% of shares)
  • Richard Anthony Hawkings became a part-owner (25–50% of shares)

Companies House

2015

13 May 2015

  • Became an appointed representative

FCA register

28 April 2015

  • Incorporated at Companies House
  • John Martin Hughes appointed as a director
  • Richard Anthony Hawkings appointed as a director

Companies House

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

Firms connected to Heriot Hughes Wealth Management

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

connected firm
1
share a director
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Heriot Hughes Wealth Management

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

In Liverpool

Advocate Financial Planning LtdLiverpoolAppointed representativeAidan BurkeLiverpoolAppointed representativeAnthony LanganLiverpoolAppointed representativeBibby & Co Financial Planning LtdLiverpoolAppointed representativeBradley J Lewis Financial Solutions LtdLiverpoolAppointed representativeCarl Williams Wealth Management LtdLiverpoolAppointed 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 Heriot Hughes Wealth Management

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

  • 21 other companies its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 6 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Heriot Hughes Wealth Management Limited FCA authorised?
Heriot Hughes Wealth Management Limited (FRN 695091) 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 Heriot Hughes 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. Heriot Hughes Wealth Management Limited (FRN 695091) is an AR of Corbel Partners Limited (FRN 429142). When you use Heriot Hughes Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Heriot Hughes 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 Heriot Hughes Wealth Management’s phone number?
The FCA register lists the phone number 0151 244 7155 for Heriot Hughes Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Heriot Hughes Wealth Management a scam or clone?
Heriot Hughes 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 Heriot Hughes Wealth Management?
Protection works through Corbel Partners Limited, the principal firm responsible for Heriot Hughes Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Heriot Hughes Wealth Management?
Companies House lists 2 people with significant control of Heriot Hughes Wealth Management: Mr John Martin Hughes (25–50% of shares) and Mr Richard Anthony Hawkings (25–50% of shares).
Who runs Heriot Hughes Wealth Management?
Companies House lists 2 directors of Heriot Hughes Wealth Management: Richard Anthony Hawkings and John Martin Hughes.
How long has Heriot Hughes Wealth Management been in business?
The company was formed on 28 April 2015.
What do Heriot Hughes Wealth Management’s latest accounts show?
Its latest accounts, to 30 April 2026, show net assets of £6,208 (up £5,397 from £811) and cash at bank of £10.0k (+102% from £4,958).

Sources and links

The full report on Heriot Hughes Wealth Management Limited

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