Maskery WM Ltd
Reference number: 1042016
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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 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.
- Maskery WM Ltd (FRN 1042016) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Maskery WM's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Maskery WM, 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.
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Phone number
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Address
Suite 5, Zealley House, Greenhill Way, Kingsteignton, Newton Abbot, Devon, TQ12 3SB, United Kingdom
In the full report: 3 background checks
- When maskerywealthmanagement.com first appeared online, and whether it can receive email
- What kind of line 01803 551238 is
- Who else gives the postcode TQ12 3SB
Other names (1)
If you were contacted under any of these names, it is this firm.
- Chartered Edge Financial Planning Trading name: A name it trades under now.
FCA permissions and consumer protection
- Protection through the principal firmProtection 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, freeYou 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
- 16642327 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 11 August 2025 (1 year old)
- Registered office
- Suite 5, Zealley House Greenhill Way, Kingsteignton, Newton Abbot, Devon, TQ12 3SB, United Kingdom
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Samuel Ian Paul Williams | Director | Apr 1987 | 11 Aug 2025 | 1 other company |
| Kevin John Bowers | Director | Jul 1980 | 26 Aug 2025 | None |
| Lee James Maskery | Director | Mar 1981 | 7 Nov 2025 | 1 other company |
Other companies run by these 3 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
- 2
- still active
- 2
In the full report: all 2 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
Key dates in its history
Maskery WM’s history from the FCA register and Companies House, newest first.
2025
7 November 2025
- Lee James Maskery became the majority owner (50–75% of shares)
Companies House · FCA register
22 October 2025
- Became an appointed representative
FCA register
11 August 2025
- Incorporated at Companies House
- Samuel Ian Paul Williams became a part-owner (25–50% of shares)
Companies House
In the full report: all 8 events
- All 8 events in its history (4 shown here)
- Every director appointment and resignation: 3
Firms connected to Maskery WM
Other FCA-listed firms that share a director, phone number or address with Maskery WM. 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
Firms like Maskery WM
Other firms of the same type (financial adviser), nearest first.
In Newton Abbot
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 Maskery WM
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 2 other companies its directors have run, named
- 3 background checks on its contact details
- All 8 events in its history
- 3 connected firms, named, and who links them
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Frequently asked questions about this firm
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Who owns Maskery WM?
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk