Leonard Wealth Solutions Ltd

Reference number: 749281

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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.

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.
  • Leonard Wealth Solutions Ltd (FRN 749281) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Leonard Wealth Solutions's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Leonard Wealth Solutions, 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 leonardwealthsolutions.co.uk first appeared online, and whether it can receive email
  • What kind of line 01628 568521 is
  • Who else gives the postcode SL1 7JP
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Other names (1)

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

  • Fiona Leonard Former name: A name it was registered under before.

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 status
Active
Company type
Private limited company
Incorporated
8 May 2018 (8 years old)
Registered office
First Floor Unit S Loddon Business Centre, Roentgen Road, Basingstoke, RG24 8NG, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Fiona Leonard Director Aug 1985 8 May 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 31 May 2026Micro-entity accountsNot audited

Net assets

£54.3k

+3.2% from £52.6k

Employees (average)

3

Same as 3

Owed within a year

£47.4k

−36% from £74.5k

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 11349539. 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

Leonard Wealth Solutions’s history from the FCA register and Companies House, newest first.

2018

3 August 2018

  • Changed its registered name from "Fiona Leonard"

FCA register

8 May 2018

  • Incorporated at Companies House
  • Fiona Leonard took control (75–100% of shares)

Companies House

2016

7 June 2016

  • Became an appointed representative

FCA register

In the full report: all 7 events

  • All 7 events in its history (4 shown here)
  • Every director appointment and resignation: 1
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Firms connected to Leonard Wealth Solutions

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

connected firms
3
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Leonard Wealth Solutions

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

In Slough

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 Leonard Wealth Solutions

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 7 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Leonard Wealth Solutions Ltd FCA authorised?
Leonard Wealth Solutions Ltd (FRN 749281) 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 Leonard Wealth Solutions?
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. Leonard Wealth Solutions Ltd (FRN 749281) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Leonard Wealth Solutions's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Leonard Wealth Solutions, 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 Leonard Wealth Solutions’ phone number and website?
The FCA register lists the phone number 01628 568521 and the website leonardwealthsolutions.co.uk for Leonard Wealth Solutions. If you were given different contact details, use these to check with the firm before going any further.
Is Leonard Wealth Solutions a scam or clone?
Leonard Wealth Solutions 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 Leonard Wealth Solutions?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Leonard Wealth Solutions's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Leonard Wealth Solutions?
Companies House lists one person with significant control of Leonard Wealth Solutions: Fiona Leonard (75–100% of shares).
Who runs Leonard Wealth Solutions?
Companies House lists one director of Leonard Wealth Solutions: Fiona Leonard.
How long has Leonard Wealth Solutions been in business?
The company was formed on 8 May 2018.
What do Leonard Wealth Solutions’ latest accounts show?
Its latest accounts, to 31 May 2026, show net assets of £54.3k (+3.2% from £52.6k).
Does Leonard Wealth Solutions use any other names?
It has previously used the name Fiona Leonard.

Sources and links

The full report on Leonard Wealth Solutions Ltd

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