Lewington Wealth Management Limited

Reference number: 437868

Instant download

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.
  • Lewington Wealth Management Limited (FRN 437868) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Lewington Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Lewington 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 lewingtonwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01793 741246 is
  • Who else gives the postcode SN4 0EU
Instant PDF download
Other names (2)

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

  • Jamie Lewington Former name
  • Jamie Lewington & Co Ltd 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
04290504
Company status
Active
Company type
Private limited company
Incorporated
20 September 2001 (25 years old)
Registered office
St James's Place House, 1 Tetbury Road, Cirencester, GL7 1FP, United Kingdom
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Samantha New Director Nov 1973 7 Jan 2022 None
Jonathan Peter Claridge Director Dec 1982 29 Apr 2024 13 other companies
ST. JAMES'S PLACE CORPORATE SECRETARY LIMITED Corporate secretary Not published 4 Jan 2021 –

Other companies run by these 2 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
13
closed down
2
are FCA-registered
9

In the full report: all 13 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 9 on the FCA register
  • All 8 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 December 2020Small company accountsNot audited

Total equity

£3.45m

+29% from £2.68m

Cash at bank

£3.23m

+75% from £1.84m

Employees (average)

17

+21% from 14

Owed within a year

£585k

+87% from £313k

Assets and liabilities

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 04290504. 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

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

Key events (12) All events (24)

2022

15 January 2022

  • Changed its registered name from "Jamie Lewington & Co Ltd"

FCA register

2021

19 January 2021

  • Board replaced: both directors left and 3 new directors took over

Companies House

4 January 2021

  • Anne Lewington stopped being a part-owner
  • Jamie Lewington stopped being a part-owner
  • St James's Place Acquistion Services Ltd gave up control
  • St James's Place Acquistion Services Ltd took control (75–100% of shares)
  • St. James's Place Acquisition Services Limited took control (75–100% of shares)

Companies House

2016

6 April 2016

  • Anne Lewington became a part-owner (25–50% of shares)
  • Jamie Lewington became a part-owner (25–50% of shares)

Companies House

2010

13 May 2010

  • Changed its registered name from "Jamie Lewington"

FCA register

2005

18 August 2005

  • Became an appointed representative

FCA register

2001

20 September 2001

  • Incorporated at Companies House

Companies House

In the full report: all 24 events

  • All 24 events in its history (12 shown here)
  • Every director appointment and resignation: 12
Instant PDF download

Firms connected to Lewington Wealth Management

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

connected firms
12
share a director
9
share its postcode
3

In the full report: all 12 connected firms, named

  • How each is linked: shared directors (9), the same postcode (3)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like Lewington Wealth Management

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

In the Swindon (SN) postcode area

Rwe Renewables UK Swindon LimitedSwindonAppointed representativeDR Health LimitedFaringdonAppointed representativeAric PoonSwindonAppointed representativeBeadvised LtdSwindonAppointed representativeCDR Insurance Services LimitedCalneAppointed representativeCommunity First Trading LimitedDevizesAppointed 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 Lewington Wealth Management

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

  • 13 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 24 events in its history
  • 12 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Lewington Wealth Management Limited FCA authorised?
Lewington Wealth Management Limited (FRN 437868) 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 Lewington 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. Lewington Wealth Management Limited (FRN 437868) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Lewington Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Lewington 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 Lewington Wealth Management’s phone number and website?
The FCA register lists the phone number 01793 741246 and the website lewingtonwealth.co.uk for Lewington Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Lewington Wealth Management a scam or clone?
Lewington 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 Lewington Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Lewington Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Lewington Wealth Management?
Lewington Wealth Management is owned by St. James's Place Acquisition Services Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 4 January 2021. Before that, it was controlled by St James's Place Acquistion Services Ltd, Mrs Anne Lewington and Mr Jamie Lewington.
Who runs Lewington Wealth Management?
Companies House lists 2 directors of Lewington Wealth Management: Samantha New and Jonathan Peter Claridge.
How long has Lewington Wealth Management been in business?
The company was formed on 20 September 2001.
What do Lewington Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2020, show total equity of £3.45m (+29% from £2.68m) and cash at bank of £3.23m (+75% from £1.84m).
Does Lewington Wealth Management use any other names?
It has previously used 2 other names: Jamie Lewington and Jamie Lewington & Co Ltd.

Sources and links

The full report on Lewington Wealth Management Limited

£19.99 · Instant PDF download

Loading secure checkout…