McKenzie Wealth Management Ltd

Reference number: 505484

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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.
  • McKenzie Wealth Management Ltd (FRN 505484) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use McKenzie Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from McKenzie 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, 1 thing worth a closer look

  • When mckenziewealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01225 696944 is
  • Whether BS32 4AQ is a shared office: 38 other firms give it
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Other names (2)

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

  • Mckenzie & Co Financial Consultants Trading name
  • Ed McKenzie 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
07390091
Company status
Active
Company type
Private limited company
Incorporated
28 September 2010 (16 years old)
Registered office
187 Westlands Lane, Whitley, Melksham, SN12 7QQ, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Robert Edward Mckenzie Director Sep 1979 28 Sep 2010 3 other companies
Joanne Nicola Johnson Director Feb 1980 26 Mar 2020 None
Tristan Leo Johnson Director Aug 1977 26 Mar 2020 2 other companies
Jonathan Ian Atkinson Director Jun 1974 4 Jul 2023 1 other company
Ellen Marie Atkinson Director Apr 1978 22 Sep 2023 1 other company

Other companies run by these 5 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
6
closed down
4
run together
1

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 5 directors run together
  • All 7 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£292k

Up £285k from £7,232

Cash at bank

£10.0k

−10% from £11.2k

Employees (average)

5

−17% from 6

Owed within a year

£1.03m

−8.7% from £1.13m

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 07390091. 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

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

Key events (4) All events (16)

2016

6 April 2016

  • Robert Edward McKenzie took control (75–100% of shares)

Companies House

2011

24 May 2011

  • Changed its registered name from "Ed McKenzie"

FCA register

2010

28 September 2010

  • Incorporated at Companies House

Companies House

2009

24 August 2009

  • Became an appointed representative

FCA register

In the full report: all 16 events

  • All 16 events in its history (4 shown here)
  • Every director appointment and resignation: 9
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Firms like McKenzie Wealth Management

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

In Bristol

Aisa Retirement Planning LLPBristolAppointed representativeAlma Vale Wealth Management LimitedBristolAppointed representativeAndow Ellis LimitedBristolAppointed representativeAndrew LawrenceBristolAppointed representativeAndrew Paul ZbijowskiBristolAppointed representativeAnn ReederBristolAppointed 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 McKenzie Wealth Management

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

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 7 years of accounts, charted
  • All 16 events in its history

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Frequently asked questions about this firm

Is McKenzie Wealth Management Ltd FCA authorised?
McKenzie Wealth Management Ltd (FRN 505484) 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 McKenzie 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. McKenzie Wealth Management Ltd (FRN 505484) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use McKenzie Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from McKenzie 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 McKenzie Wealth Management’s phone number and website?
The FCA register lists the phone number 01225 696944 and the website mckenziewealthmanagement.co.uk for McKenzie Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is McKenzie Wealth Management a scam or clone?
McKenzie 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 McKenzie Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for McKenzie Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns McKenzie Wealth Management?
Companies House lists one person with significant control of McKenzie Wealth Management: Robert Edward McKenzie (75–100% of shares).
Who runs McKenzie Wealth Management?
Companies House lists 5 directors of McKenzie Wealth Management: Robert Edward McKenzie, Joanne Nicola Johnson, Tristan Leo Johnson, Jonathan Ian Atkinson and Ellen Marie Atkinson.
How long has McKenzie Wealth Management been in business?
The company was formed on 28 September 2010.
What do McKenzie Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £292k (up £285k from £7,232) and cash at bank of £10.0k (−10% from £11.2k).
Does McKenzie Wealth Management use any other names?
It trades as Mckenzie & Co Financial Consultants. It has previously used the name Ed McKenzie.

Sources and links

The full report on McKenzie Wealth Management Ltd

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