Ironbark Wealth Management Limited

Reference number: 996944

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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

St. James's Place Wealth Management Plc Reference number: 195351 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.
  • Ironbark Wealth Management Limited (FRN 996944) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Ironbark Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Ironbark 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 ironbarkwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 07903 804800 is
  • Who else gives the postcode RG14 1JL
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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 number
14872093
Company status
Active
Company type
Private limited company
Incorporated
16 May 2023 (3 years old)
Registered office
Queens Court, West Tockenham, Swindon, SN4 7PJ, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Nicholas Ross Hylton Polkinghorne Director Jul 1982 16 May 2023 None
Rachel Lucy Polkinghorne Secretary Not published 16 May 2023 –

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 31 May 2025Small company accountsNot audited

Total equity

£28.7k

Up £32.5k from −£3,781

Cash at bank

£25.4k

+383% from £5,251

Employees (average)

3

Same as 3

Owed within a year

£34.5k

+28% from £27.0k

Assets and liabilities

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 14872093. 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

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

2023

26 May 2023

  • Became an appointed representative

FCA register

16 May 2023

  • Incorporated at Companies House
  • Nicholas Ross Hylton Polkinghorne took control (75–100% of shares)
  • Nicholas Ross Hylton Polkinghorne appointed as a director

Companies House

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

Firms like Ironbark Wealth Management

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

In Newbury

Andrew Street Wealth Management LtdNewburyAppointed representativeBaggerman Wealth Management LtdNewburyAppointed representativeBeckley Financial Planning LtdNewburyAppointed representativeBrian Kin Pong LiuNewburyAppointed representativeChune SangNewburyAppointed representativeCreative Lifestyle Planning LtdNewburyAppointed 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 Ironbark 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 4 events in its history

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Frequently asked questions about this firm

Is Ironbark Wealth Management Limited FCA authorised?
Ironbark Wealth Management Limited (FRN 996944) 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 Ironbark 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. Ironbark Wealth Management Limited (FRN 996944) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Ironbark Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Ironbark 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 Ironbark Wealth Management’s phone number and website?
The FCA register lists the phone number 07903 804800 and the website ironbarkwm.co.uk for Ironbark Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Ironbark Wealth Management a scam or clone?
Ironbark 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 Ironbark Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Ironbark Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Ironbark Wealth Management?
Companies House lists one person with significant control of Ironbark Wealth Management: Nicholas Ross Hylton Polkinghorne (75–100% of shares).
Who runs Ironbark Wealth Management?
Companies House lists one director of Ironbark Wealth Management: Nicholas Ross Hylton Polkinghorne.
How long has Ironbark Wealth Management been in business?
The company was formed on 16 May 2023.
What do Ironbark Wealth Management’s latest accounts show?
Its latest accounts, to 31 May 2025, show total equity of £28.7k (up £32.5k from −£3,781) and cash at bank of £25.4k (+383% from £5,251).

Sources and links

The full report on Ironbark Wealth Management Limited

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