KP Wealth Management Ltd

Reference number: 811415

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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 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.
  • KP Wealth Management Ltd (FRN 811415) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use KP Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from KP 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.

In the full report: 3 background checks

  • When kpfinancialwellbeing.co.uk first appeared online, and whether it can receive email
  • What kind of line 07703 410651 is
  • Who else gives the postcode BL6 6SQ
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Other names (1)

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

  • KP Financial Wellbeing Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection 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, 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
11332076
Company status
Active
Company type
Private limited company
Incorporated
26 April 2018 (8 years old)
Registered office
6 Higherbrook Close The Meadows, Horwich, Bolton, Lancashire, BL6 6SQ, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Kaye Price Director Jan 1974 26 Apr 2018 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 30 April 2026Micro-entity accountsNot audited

Net assets

£44.3k

Up £43.5k from £783

Employees (average)

2

Same as 2

Owed within a year

£7,633

−40% from £12.8k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • 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 11332076. 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

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

2020

3 April 2020

  • Began trading as "KP Financial Wellbeing"

FCA register

2018

12 June 2018

  • Became an appointed representative

FCA register

26 April 2018

  • Incorporated at Companies House
  • Kaye Price took control (75–100% of shares)
  • Kaye Price appointed as a director

Companies House

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

Firms like KP Wealth Management

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

In Bolton

Alexander Wray & Co LtdBoltonAppointed representativeALJ Wealth Management LtdBoltonAppointed representativeAndrew Parr Financial Services LimitedBoltonAppointed representativeBlossom Wealth Management LtdBoltonAppointed representativeBrightside Financial Planning NW LimitedBoltonAppointed representativeChristopher Stephen YatesBoltonAppointed 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 KP Wealth Management

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 5 events in its history

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Frequently asked questions about this firm

Is KP Wealth Management Ltd FCA authorised?
KP Wealth Management Ltd (FRN 811415) 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 KP 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. KP Wealth Management Ltd (FRN 811415) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use KP Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from KP 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 KP Wealth Management’s phone number and website?
The FCA register lists the phone number 07703 410651 and the website kpfinancialwellbeing.co.uk for KP Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is KP Wealth Management a scam or clone?
KP 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 KP Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for KP Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns KP Wealth Management?
Companies House lists one person with significant control of KP Wealth Management: Mrs Kaye Price (75–100% of shares).
Who runs KP Wealth Management?
Companies House lists one director of KP Wealth Management: Kaye Price.
How long has KP Wealth Management been in business?
The company was formed on 26 April 2018.
What do KP Wealth Management’s latest accounts show?
Its latest accounts, to 30 April 2026, show net assets of £44.3k (up £43.5k from £783).
Does KP Wealth Management use any other names?
It trades as KP Financial Wellbeing.

Sources and links

The full report on KP Wealth Management Ltd

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