Lee Adams Wealth Management Limited

Reference number: 451093

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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.
  • Lee Adams Wealth Management Limited (FRN 451093) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Lee Adams Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Lee Adams 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 sjpp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01787 370223 is
  • Who else gives the postcode CO10 0BA
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Other names (1)

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

  • Lee Adams 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
10645369
Company status
Active
Company type
Private limited company
Incorporated
1 March 2017 (9 years old)
Registered office
57a Broadway, Leigh-On-Sea, Essex, SS9 1PE, United Kingdom
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Jeanette Ann Adams Director Sep 1967 1 Mar 2017 None
Lee Mark Adams Director Jun 1971 1 Mar 2017 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 31 March 2026Full accountsNot audited

Net assets

£991k

<1% from £995k

Cash at bank

£70.5k

−30% from £100k

Owed within a year

£48.5k

+5% from £46.2k

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.

Accounts filed at Companies House for company 10645369. 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

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

2023

7 August 2023

  • Changed its registered name from "Lee Adams"

FCA register

2017

6 April 2017

  • Jeanette Ann Adams stopped being a part-owner

Companies House

1 March 2017

  • Incorporated at Companies House
  • Jeanette Ann Adams became a part-owner (25–50% of shares)
  • Lee Mark Adams took control (75–100% of shares)
  • Jeanette Ann Adams appointed as a director
  • Lee Mark Adams appointed as a director

Companies House

2006

21 April 2006

  • Became an appointed representative

FCA register

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

Firms like Lee Adams Wealth Management

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

In Sudbury

Anne BeckerSudburyAppointed representativeDaniel SaltSudburyAppointed representativeGainsborough Wealth Management LimitedSudburyAppointed representativeMajid CurtisSudburyAppointed representativePaul WardSudburyAppointed representativeRichard WoodsSudburyAppointed 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 Lee Adams 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 8 events in its history

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Frequently asked questions about this firm

Is Lee Adams Wealth Management Limited FCA authorised?
Lee Adams Wealth Management Limited (FRN 451093) 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 Lee Adams 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. Lee Adams Wealth Management Limited (FRN 451093) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Lee Adams Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Lee Adams 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 Lee Adams Wealth Management’s phone number and website?
The FCA register lists the phone number 01787 370223 and the website sjpp.co.uk/leeadams for Lee Adams Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Lee Adams Wealth Management a scam or clone?
Lee Adams 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 Lee Adams Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Lee Adams Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Lee Adams Wealth Management?
Companies House lists one person with significant control of Lee Adams Wealth Management: Mr Lee Mark Adams (75–100% of shares). Before that, it was controlled by Mrs Jeanette Ann Adams.
Who runs Lee Adams Wealth Management?
Companies House lists 2 directors of Lee Adams Wealth Management: Jeanette Ann Adams and Lee Mark Adams.
How long has Lee Adams Wealth Management been in business?
The company was formed on 1 March 2017.
What do Lee Adams Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £991k (<1% from £995k) and cash at bank of £70.5k (−30% from £100k).
Does Lee Adams Wealth Management use any other names?
It has previously used the name Lee Adams.

Sources and links

The full report on Lee Adams Wealth Management Limited

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