HJP Wealth Management Ltd
Reference number: 769912
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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.
- Appointed for 9 years
- Protected through the principal
- No FCA actions
- Active company since 2016
- Accounts filed up to 31 December 2025
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 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.
- HJP Wealth Management Ltd (FRN 769912) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use HJP Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from HJP 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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Website
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Phone number
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Address
Linden House, 176-180 South Street, Dorking, Surrey, RH4 2ES, United Kingdom
In the full report: 3 background checks
- When hjpcfp.com first appeared online, and whether it can receive email
- What kind of line 01306 742200 is
- Who else gives the postcode RH4 2ES
Other names (1)
If you were contacted under any of these names, it is this firm.
- HJP Chartered Financial Planners Trading name: A name it trades under now.
FCA permissions and consumer protection
- Protection through the principal firmProtection 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, 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 name
- HJP WEALTH MANAGEMENT LIMITED
- Company number
- 10490173 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 22 November 2016 (9 years old)
- Registered office
- 176 South Street, Dorking, RH4 2ES, England
- Nature of business
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- Fund management activities (SIC 66300)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Yvonne Magdalena Bavin | Director | Mar 1959 | 28 Nov 2016 | None |
| Gregor Robertson Watt | Director | Jul 1966 | 28 Nov 2016 | 3 other companies |
| Gary John Lynch | Director | May 1968 | 13 Mar 2018 | None |
Other companies run by these 3 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
- 3
- closed down
- 1
- is FCA-registered
- 1
In the full report: all 3 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
- All 6 people who have ever been directors, with their dates
Filed accounts and finances
Turnover
£3.19m
+11% from £2.86m
Profit before tax
£547k
+60% from £343k
Net assets
£489k
+487% from £83.4k
Cash at bank
£784k
+38% from £569k
Turnover and profit
In the full report: all 7 years of accounts
- Every year from 2020 to 2025
- Both charts, 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 10490173. 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
HJP Wealth Management’s history from the FCA register and Companies House, newest first.
2017
20 February 2017
- David Barratt gave up control
- Gregor Robertson Watt became a part-owner (25–50% of shares)
Companies House
20 January 2017
- Became an appointed representative
FCA register
2016
22 November 2016
- Incorporated at Companies House
- David Barratt took control (75–100% of shares)
Companies House
In the full report: all 15 events
- All 15 events in its history (5 shown here)
- Every director appointment and resignation: 9
Firms connected to HJP Wealth Management
Other FCA-listed firms that share a director, phone number or address with HJP Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share its postcode
- 2
- past link
- 1
In the full report: all 2 connected firms, named
- How each is linked: the same postcode (2)
- Who links each one: the named directors, with dates
- 1 past link through former directors
Firms like HJP Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Dorking
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 HJP Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 3 other companies its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 15 events in its history
- 2 connected firms, 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