Mattimore Wealth and Wellbeing Ltd

Reference number: 595054

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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.
  • Mattimore Wealth and Wellbeing Ltd (FRN 595054) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Mattimore Wealth and Wellbeing's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Mattimore Wealth and Wellbeing, 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, 1 thing worth a closer look

  • When mattimorewealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01298 446446 is
  • Whether M3 3EB is a shared office: 68 other firms give it
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Other names (2)

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

  • Alison Mattimore Former name
  • Mattimore Wealth Management Former trading 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
14646046
Company status
Active
Company type
Private limited company
Incorporated
7 February 2023 (3 years old)
Registered office
Dane Bank Bungalow Knutsford Road, Holmes Chapel, Crewe, CW4 7DE, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Alison Jayne Mattimore Director Jul 1974 7 Feb 2023 1 other company

Other companies run by its director

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 company
1
closed down
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Net assets

£275k

+4.9% from £262k

Cash at bank

£604

−91% from £7,068

Employees (average)

3

−25% from 4

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 14646046. 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

Mattimore Wealth and Wellbeing’s history from the FCA register and Companies House, newest first.

Key events (4) All events (9)

2023

14 February 2023

  • Changed its registered name from "Alison Mattimore"

FCA register

7 February 2023

  • Incorporated at Companies House
  • Alison Jayne Mattimore took control (75–100% of shares)

Companies House

2013

28 January 2013

  • Became an appointed representative

FCA register

In the full report: all 9 events

  • All 9 events in its history (4 shown here)
  • Every director appointment and resignation: 1
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Firms like Mattimore Wealth and Wellbeing

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

In Manchester

Adeptio Wealth Management LtdManchesterAppointed representativeAJ Barnes Financial Planning LtdManchesterAppointed representativeAJ Brown Financial Planning LtdManchesterAppointed representativeAlexander BartonManchesterAppointed representativeAnderton & Associates Financial Planning LimitedManchesterAppointed representativeAndrew Street Financial ServicesManchesterAppointed 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 Mattimore Wealth and Wellbeing

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 9 events in its history

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Frequently asked questions about this firm

Is Mattimore Wealth and Wellbeing Ltd FCA authorised?
Mattimore Wealth and Wellbeing Ltd (FRN 595054) 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 Mattimore Wealth and Wellbeing?
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. Mattimore Wealth and Wellbeing Ltd (FRN 595054) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Mattimore Wealth and Wellbeing's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Mattimore Wealth and Wellbeing, 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 Mattimore Wealth and Wellbeing’s phone number and website?
The FCA register lists the phone number 01298 446446 and the website mattimorewealth.co.uk for Mattimore Wealth and Wellbeing. If you were given different contact details, use these to check with the firm before going any further.
Is Mattimore Wealth and Wellbeing a scam or clone?
Mattimore Wealth and Wellbeing 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 Mattimore Wealth and Wellbeing?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Mattimore Wealth and Wellbeing's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Mattimore Wealth and Wellbeing?
Companies House lists one person with significant control of Mattimore Wealth and Wellbeing: Ms Alison Jayne Mattimore (75–100% of shares).
Who runs Mattimore Wealth and Wellbeing?
Companies House lists one director of Mattimore Wealth and Wellbeing: Alison Jayne Mattimore.
How long has Mattimore Wealth and Wellbeing been in business?
The company was formed on 7 February 2023.
What do Mattimore Wealth and Wellbeing’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £275k (+4.9% from £262k) and cash at bank of £604 (−91% from £7,068).
Does Mattimore Wealth and Wellbeing use any other names?
It has previously used 2 other names: Alison Mattimore and Mattimore Wealth Management.

Sources and links

The full report on Mattimore Wealth and Wellbeing Ltd

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