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 2 years
- Protected through the principal
- No FCA actions
- Active company since 2024
- Accounts filed up to 30 April 2025
Responsible principal firm
Southern Wealth Associates Limited Reference number: 730591 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.
- JWR Wealth Associates Ltd (FRN 1012125) is an AR of Southern Wealth Associates Limited (FRN 730591). When you use JWR Wealth Associates's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from JWR Wealth Associates, 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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No website on the FCA register
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Phone number
-
Address
24 Picton House, Westside View, Waterlooville, Hampshire, PO7 7SQ, United Kingdom
In the full report: 2 background checks
- What kind of line 01489 668280 is, and the other firm that gives it
- Who else gives the postcode PO7 7SQ
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Southern Wealth Associates Limited, 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
- 15484605 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 12 February 2024 (2 years old)
- Registered office
- 24 Picton House Hussar Court, Waterlooville, Hampshire, PO7 7SQ, England
- Nature of business
-
- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Samuel O'Mara | Director | Jun 1986 | 12 Feb 2024 | 3 other companies |
| Jamie Roach | Director | May 1986 | 12 Feb 2024 | 1 other company |
| Katie Wood | Director | Oct 1981 | 12 Feb 2024 | 6 other companies |
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
- 10
- closed down
- 1
- is FCA-registered
- 1
In the full report: all 10 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 4 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£4,040
No earlier figure to compare
Cash at bank
£3,221
No earlier figure to compare
Employees (average)
0
No earlier figure to compare
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 15484605. 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
JWR Wealth Associates’s history from the FCA register and Companies House, newest first.
2024
10 June 2024
- Became an appointed representative
FCA register
12 February 2024
- Incorporated at Companies House
- Johnston Wood Roach Holdings Limited became a part-owner (25–50% of shares)
- Southern Wealth Associates Limited 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: 5
Firms connected to JWR Wealth Associates
Other FCA-listed firms that share a director, phone number or address with JWR Wealth Associates. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
- share its phone number
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1), the same phone number (1)
- Who links it to this firm: the named directors, with dates
Firms like JWR Wealth Associates
Other firms of the same type (financial adviser), nearest first.
In Waterlooville
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 JWR Wealth Associates
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 10 other companies its directors have run, named
- 2 background checks on its contact details
- All 9 events in its history
- 1 connected firm, 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