Jlh Wealth Management Limited

Reference number: 612207

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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

Vision Independent Financial Planning Ltd Reference number: 487395 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.
  • JLH WEALTH MANAGEMENT LIMITED (FRN 612207) is an AR of Vision Independent Financial Planning Ltd (FRN 487395). When you use JLH WEALTH MANAGEMENT's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from JLH 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

    07970 972911

  • Address

    Castle Hill House, 12 Castle Hill, Windsor, Berkshire, SL4 1PD, United Kingdom

In the full report: 2 background checks

  • What kind of line 07970 972911 is
  • Who else gives the postcode SL4 1PD
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Vision Independent Financial Planning Ltd, 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
08809713
Company status
Active
Company type
Private limited company
Incorporated
11 December 2013 (12 years old)
Registered office
Castle Hill House, 12 Castle Hill, Windsor, SL4 1PD, England
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
James Peter Lindsey-Halls Director Aug 1969 11 Dec 2013 3 other companies

Other companies run by its director

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
still active
3

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Net assets

£1.25m

+19% from £1.04m

Cash at bank

£57.3k

−37% from £91.2k

Employees (average)

1

Same as 1

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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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 08809713. 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

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

2016

6 April 2016

  • James Peter Lindsey-Halls took control (75–100% of shares)

Companies House

2013

23 December 2013

  • Became an appointed representative

FCA register

11 December 2013

  • Incorporated at Companies House
  • James Peter Lindsey-halls appointed as a director

Companies House

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

Firms connected to Jlh Wealth Management

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

connected firms
2
share its postcode
2

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
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Firms like Jlh Wealth Management

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

In Windsor

Bryant Hall Todd Wealth Management LtdWindsorAppointed representativeBuzz IFA LtdWindsorAppointed representativeDruthers Financial Planning LtdWindsorAppointed representativeGeoff MaskellWindsorAppointed representativeLindsey SiddallWindsorAppointed representativeMichael RadfordWindsorAppointed 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 Jlh 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
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 4 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Jlh Wealth Management Limited FCA authorised?
Jlh Wealth Management Limited (FRN 612207) 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 Jlh 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. Jlh Wealth Management Limited (FRN 612207) is an AR of Vision Independent Financial Planning Ltd (FRN 487395). When you use Jlh Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Jlh 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 Jlh Wealth Management’s phone number?
The FCA register lists the phone number 07970 972911 for Jlh Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Jlh Wealth Management a scam or clone?
Jlh 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 Jlh Wealth Management?
Protection works through Vision Independent Financial Planning Ltd, the principal firm responsible for Jlh Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Jlh Wealth Management?
Companies House lists one person with significant control of Jlh Wealth Management: Mr James Peter Lindsey-Halls (75–100% of shares).
Who runs Jlh Wealth Management?
Companies House lists one director of Jlh Wealth Management: James Peter Lindsey-Halls.
How long has Jlh Wealth Management been in business?
The company was formed on 11 December 2013.
What do Jlh Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £1.25m (+19% from £1.04m) and cash at bank of £57.3k (−37% from £91.2k).

Sources and links

The full report on Jlh Wealth Management Limited

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