J & M Wealth Limited
Reference number: 1045839
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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 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.
- J & M Wealth Limited (FRN 1045839) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use J & M Wealth's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from J & M Wealth, 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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Phone number
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Address
1A Cropwell Road, Radcliffe-On-Trent, Nottingham, Nottinghamshire, NG12 2FJ, United Kingdom
In the full report: 3 background checks
- When jwfinancialadvice.co.uk first appeared online, and whether it can receive email
- What kind of line 0115 933 5930 is
- Who else gives the postcode NG12 2FJ
Other names (2)
If you were contacted under any of these names, it is this firm.
- JW Financial Advice Trading name: A name it trades under now.
- JW Advice Former trading name: A name it used to trade under.
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 number
- 16786754 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 15 October 2025 (1 year old)
- Registered office
- Loxley House, 11 Swan Road, Lichfield, Staffordshire, WS13 6QZ, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Mak Alan Wadsworth | Director | Mar 2002 | 15 Oct 2025 | None |
| Jason Wadsworth | Director | Jul 1970 | 5 Mar 2026 | 1 other company |
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 company
- 1
- still active
- 1
In the full report: all 1 company, 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
Key dates in its history
J & M Wealth’s history from the FCA register and Companies House, newest first.
2026
5 March 2026
- Jason Wadsworth became a part-owner (25–50% of shares)
Companies House · FCA register
2025
17 December 2025
- Became an appointed representative
FCA register
15 October 2025
- Incorporated at Companies House
- Mak Alan Wadsworth became a part-owner (25–50% of shares)
Companies House
In the full report: all 9 events
- All 9 events in its history (4 shown here)
- Every director appointment and resignation: 2
Firms like J & M Wealth
Other firms of the same type (financial adviser), nearest first.
In Nottingham
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 J & M Wealth
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 1 other company its directors have run, named
- 3 background checks on its contact details
- All 9 events in its history
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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