L J Taffetsauffer Wealth Management Limited

Reference number: 786256

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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.
  • L J Taffetsauffer Wealth Management Limited (FRN 786256) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use L J Taffetsauffer Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from L J Taffetsauffer 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 taffetsaufferwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 01554 701620 is
  • Who else gives the postcode SA15 4AA
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Other names (1)

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

  • Luke Taffetsauffer Former 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
10980250
Company status
Active
Company type
Private limited company
Incorporated
25 September 2017 (9 years old)
Registered office
29 Stepney Road, Llanelli, SA15 4AA, Wales
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Luke Taffetsauffer Director Jul 1983 25 Sep 2017 None
Katrin Koal Director Feb 1980 10 Dec 2025 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
  • All 3 people who have been directors, with their dates
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Filed accounts and finances

Year to 30 September 2025Micro-entity accountsNot audited

Net assets

£667

Up £666 from £1

Employees (average)

3

No earlier figure to compare

Owed within a year

£47.3k

−11% from £53.1k

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 10980250. 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

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

Key events (4) All events (10)

2020

30 July 2020

  • Changed its registered name from "Luke Taffetsauffer"

FCA register

2017

25 September 2017

  • Incorporated at Companies House
  • Luke Taffetsauffer became the majority owner (50–75% of shares)

Companies House

8 August 2017

  • Became an appointed representative

FCA register

In the full report: all 10 events

  • All 10 events in its history (4 shown here)
  • Every director appointment and resignation: 4
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Firms like L J Taffetsauffer Wealth Management

Other firms of the same type (insurance broker), nearest first.

In Llanelli

Andrew M Williams Wealth Management LtdLlanelliAppointed representativePaul Rodriguez Wealth Management LimitedLlanelliAppointed representativeGibson & Jones Vets LtdLlanelliAppointed representativeLlwynifan Farm Caravan Site LtdLlanelliAppointed representativeRisk Kitchen LimitedLlanelliAuthorised

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 L J Taffetsauffer 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 10 events in its history

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Frequently asked questions about this firm

Is L J Taffetsauffer Wealth Management Limited FCA authorised?
L J Taffetsauffer Wealth Management Limited (FRN 786256) 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 L J Taffetsauffer 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. L J Taffetsauffer Wealth Management Limited (FRN 786256) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use L J Taffetsauffer Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from L J Taffetsauffer 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 L J Taffetsauffer Wealth Management’s phone number and website?
The FCA register lists the phone number 01554 701620 and the website taffetsaufferwm.co.uk for L J Taffetsauffer Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is L J Taffetsauffer Wealth Management a scam or clone?
L J Taffetsauffer 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 L J Taffetsauffer Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for L J Taffetsauffer Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns L J Taffetsauffer Wealth Management?
Companies House lists one person with significant control of L J Taffetsauffer Wealth Management: Mr Luke Taffetsauffer (50–75% of shares).
Who runs L J Taffetsauffer Wealth Management?
Companies House lists 2 directors of L J Taffetsauffer Wealth Management: Luke Taffetsauffer and Katrin Koal.
How long has L J Taffetsauffer Wealth Management been in business?
The company was formed on 25 September 2017.
What do L J Taffetsauffer Wealth Management’s latest accounts show?
Its latest accounts, to 30 September 2025, show net assets of £667 (up £666 from £1).
Does L J Taffetsauffer Wealth Management use any other names?
It has previously used the name Luke Taffetsauffer.

Sources and links

The full report on L J Taffetsauffer Wealth Management Limited

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