KCB WM Limited

Reference number: 997954

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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

Julian Harris Financial Consultants Reference number: 153566 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.
  • KCB WM Limited (FRN 997954) is an AR of Julian Harris Financial Consultants (FRN 153566). When you use KCB WM's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from KCB WM, 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

    07825 419066

  • Address

    124 City Road, London City Road, London, EC1V 2NX, United Kingdom

In the full report: 2 background checks, 1 thing worth a closer look

  • What kind of line 07825 419066 is
  • Whether EC1V 2NX is a shared office: 213 other firms give it
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Kocab Wealth Trading name
  • Kocab Wealth Management Limited Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Julian Harris Financial Consultants, 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
14370915
Company status
Active
Company type
Private limited company
Incorporated
22 September 2022 (4 years old)
Registered office
124 City Road, London City Road, London, EC1V 2NX, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Aaron Joseph Williams Director Jan 1990 22 Sep 2022 2 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
2
closed down
2

In the full report: all 2 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 30 September 2025Micro-entity accountsNot audited

Net assets

£1,606

Up £8,589 from −£6,983

Employees (average)

1

Same as 1

Owed within a year

£9,842

+1.8% from £9,671

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 14370915. 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

Kcb Wm’s history from the FCA register and Companies House, newest first.

2026

1 April 2026

  • Changed its registered name from "Kocab Wealth Management Limited"

FCA register

2025

11 September 2025

  • Began trading as "Kocab Wealth"

FCA register

2023

14 June 2023

  • Became an appointed representative

FCA register

2022

22 September 2022

  • Incorporated at Companies House
  • Aaron Joseph Williams took control (75–100% of shares)
  • Aaron Joseph Williams appointed as a director

Companies House

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

Firms like Kcb Wm

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

In London

SIX Financial Information UK LimitedLondonAppointed representativeBarrenjoey Investment Management (UK) LimitedLondonAppointed representativeMoonfare UK LimitedLondonAppointed representativeAlpha FX Institutional LimitedLondonAppointed representativeLCP Capital Solutions LimitedLondonAppointed representativeBrighton Park Capital UK LimitedLondonAppointed 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 Kcb Wm

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
  • 2 background checks on its contact details, 1 flagged
  • All 6 events in its history

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Frequently asked questions about this firm

Is KCB WM Limited FCA authorised?
KCB WM Limited (FRN 997954) 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 Kcb Wm?
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. KCB WM Limited (FRN 997954) is an AR of Julian Harris Financial Consultants (FRN 153566). When you use Kcb Wm's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Kcb Wm, 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 Kcb Wm’s phone number?
The FCA register lists the phone number 07825 419066 for Kcb Wm. If you were given different contact details, use these to check with the firm before going any further.
Is Kcb Wm a scam or clone?
Kcb Wm 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 Kcb Wm?
Protection works through Julian Harris Financial Consultants, the principal firm responsible for Kcb Wm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Kcb Wm?
Companies House lists one person with significant control of Kcb Wm: Mr Aaron Joseph Williams (75–100% of shares).
Who runs Kcb Wm?
Companies House lists one director of Kcb Wm: Aaron Joseph Williams.
How long has Kcb Wm been in business?
The company was formed on 22 September 2022.
What do Kcb Wm’s latest accounts show?
Its latest accounts, to 30 September 2025, show net assets of £1,606 (up £8,589 from −£6,983).
Does Kcb Wm use any other names?
It trades as Kocab Wealth. It has previously used the name Kocab Wealth Management Limited.

Sources and links

The full report on KCB WM Limited

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