Kendall Wadley Wealth Limited

Reference number: 579272

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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

The Wealth Group Limited Reference number: 443827 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.
  • Kendall Wadley Wealth Limited (FRN 579272) is an AR of The Wealth Group Limited (FRN 443827). When you use Kendall Wadley Wealth's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Kendall Wadley 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.

In the full report: 3 background checks

  • When wealth-group.co.uk first appeared online, and whether it can receive email
  • What kind of line 01386 442597 is, and the other firm that gives it
  • Who else gives the postcode WR14 2JS
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Other names (1)

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

  • KW Wealth Limited Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through The Wealth Group 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, 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
08020388
Company status
Active
Company type
Private limited company
Incorporated
4 April 2012 (14 years old)
Registered office
Granta Lodge, 71 Graham Road, Malvern, Worcestershire, WR14 2JS
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
David Nicholds Director Dec 1965 4 Apr 2012 30 other companies
Jeremy Clarke-Morris Director Jun 1972 23 Nov 2012 7 other companies
Nico George Kontou Goymer Director May 1970 23 Nov 2012 9 other companies
Elizabeth Dawn Needham Director Dec 1967 23 Nov 2012 6 other companies

Other companies run by these 4 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
42
closed down
21
went insolvent
1

In the full report: all 42 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The one on the FCA register
  • The 10 companies these 4 directors run together
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Filed accounts and finances

Year to 30 June 2025Micro-entity accountsNot audited

Net assets

£43.5k

+29% from £33.6k

Employees (average)

0

−100% from 4

Owed within a year

£52.8k

+22% from £43.2k

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 08020388. 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

Kendall Wadley Wealth’s history from the FCA register and Companies House, newest first.

Key events (5) All events (9)

2016

6 April 2016

  • Kendall Wadley LLP gained 25–50% of the votes
  • The Wealth Group Limited took control (75–100% of shares)

Companies House

2012

6 December 2012

  • Changed its registered name from "KW Wealth Limited"

FCA register

11 April 2012

  • Became an appointed representative

FCA register

4 April 2012

  • Incorporated at Companies House

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Kendall Wadley Wealth

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

connected firms
4
share a director
1
share its phone number
1

In the full report: all 4 connected firms, named

  • How each is linked: shared directors (1), the same phone number (1), the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Kendall Wadley Wealth

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

In Malvern

Abacus Research LLPMalvernAppointed representativeFresh Approach Financial Planning LimitedMalvernAppointed representativeJacob James Group LtdMalvernAppointed representativeMalvern Financial Planning LimitedMalvernAppointed representativeMercia Capital Partners LtdMAlvernAppointed representativeSean Jones Wealth Management LimitedMalvernAppointed 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 Kendall Wadley Wealth

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

  • 42 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 9 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Kendall Wadley Wealth Limited FCA authorised?
Kendall Wadley Wealth Limited (FRN 579272) 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 Kendall Wadley Wealth?
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. Kendall Wadley Wealth Limited (FRN 579272) is an AR of The Wealth Group Limited (FRN 443827). When you use Kendall Wadley Wealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Kendall Wadley 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.
What is Kendall Wadley Wealth’s phone number and website?
The FCA register lists the phone number 01386 442597 and the website wealth-group.co.uk for Kendall Wadley Wealth. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Kendall Wadley Wealth a scam or clone?
Kendall Wadley Wealth 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 Kendall Wadley Wealth?
Protection works through The Wealth Group Limited, the principal firm responsible for Kendall Wadley Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Kendall Wadley Wealth?
Kendall Wadley Wealth is owned by The Wealth Group Limited, which holds 75–100% of shares and 25–50% of votes, since 6 April 2016.
Who runs Kendall Wadley Wealth?
Companies House lists 4 directors of Kendall Wadley Wealth: David Nicholds, Jeremy Clarke-Morris, Nico George Kontou Goymer and Elizabeth Dawn Needham.
How long has Kendall Wadley Wealth been in business?
The company was formed on 4 April 2012.
What do Kendall Wadley Wealth’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £43.5k (+29% from £33.6k).
Does Kendall Wadley Wealth use any other names?
It has previously used the name KW Wealth Limited.

Sources and links

The full report on Kendall Wadley Wealth Limited

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