IRP Wealth Planning LLP

Reference number: 452357

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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.
  • IRP Wealth Planning LLP (FRN 452357) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use IRP Wealth Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from IRP Wealth Planning, 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 partnership.sjp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01558 824531 is
  • Who else gives the postcode SA19 6AY
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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
OC308109
Company status
Active
Company type
Limited liability partnership
Incorporated
25 May 2004 (22 years old)
Registered office
1 Bank Terrace, Llandeilo, Carmarthenshire, SA19 6AY

Directors and company secretaries

Name Role Born Appointed Other companies
Osian Isaac Rees LLP designated member Apr 1966 25 May 2004 2 other companies
Helen Wynne Rees LLP designated member Dec 1968 25 Mar 2006 2 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
2
closed down
2
run together
2

In the full report: all 2 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 2 companies these 2 directors run together
  • All 3 people who have ever been directors, with their dates
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Key dates in its history

IRP Wealth Planning’s history from the FCA register and Companies House, newest first.

Key events (4) All events (8)

2016

6 April 2016

  • Helen Wynne Rees became a part-owner (25–50% of shares)
  • Osian Isaac Rees became a part-owner (25–50% of shares)

Companies House

2006

23 May 2006

  • Became an appointed representative

FCA register

2004

25 May 2004

  • Incorporated at Companies House

Companies House

In the full report: all 8 events

  • All 8 events in its history (4 shown here)
  • Every director appointment and resignation: 4
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Firms like IRP Wealth Planning

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

In Llandeilo

Genesis Life LtdLlandeiloAppointed representativeRed Dot (Cymru) LtdLlandeiloAuthorised

In the Swansea (SA) postcode area

All Business Solutions LimitedCardiganAppointed representativeAllistair ReynoldsLlanelliAppointed representativeAshley Kissick Financial Advisers LtdSwanseaAppointed representativeCosgrove Brown Financial Planning LtdSwanseaAppointed 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 IRP Wealth Planning

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

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 8 events in its history

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Frequently asked questions about this firm

Is IRP Wealth Planning LLP FCA authorised?
IRP Wealth Planning LLP (FRN 452357) 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 IRP Wealth Planning?
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. IRP Wealth Planning LLP (FRN 452357) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use IRP Wealth Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from IRP Wealth Planning, 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 IRP Wealth Planning’s phone number and website?
The FCA register lists the phone number 01558 824531 and the website partnership.sjp.co.uk/osianirees for IRP Wealth Planning. If you were given different contact details, use these to check with the firm before going any further.
Is IRP Wealth Planning a scam or clone?
IRP Wealth Planning 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 IRP Wealth Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for IRP Wealth Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns IRP Wealth Planning?
Companies House lists 2 people with significant control of IRP Wealth Planning: Mr Osian Isaac Rees (25–50% of surplus assets) and Mrs Helen Wynne Rees (25–50% of surplus assets).
Who runs IRP Wealth Planning?
Companies House lists 2 directors of IRP Wealth Planning: Osian Isaac Rees and Helen Wynne Rees.
How long has IRP Wealth Planning been in business?
The company was formed on 25 May 2004.

Sources and links

The full report on IRP Wealth Planning LLP

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