Mendip Wealth Management Ltd

Reference number: 918374

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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.
  • Mendip Wealth Management Ltd (FRN 918374) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Mendip Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Mendip 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 mendipwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 01749 326110 is
  • Who else gives the postcode BA5 3DG
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Other names (1)

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

  • Dean Scott 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
15289367
Company status
Active
Company type
Private limited company
Incorporated
16 November 2023 (2 years old)
Registered office
11 Penleigh Road, Wells, BA5 2FA, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Dean Keith Scott Director Jan 1982 16 Nov 2023 None
Jodie Denise Scott Director Dec 1982 16 Nov 2023 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 30 November 2025Dormant company accountsNot audited

Net assets

£10

Same as £10

Cash at bank

£10

Same as £10

These accounts were filed as dormant: the company reported no significant trading in the period.

Net assets

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.

Accounts filed at Companies House for company 15289367. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (5) All events (9)

2026

27 February 2026

  • Changed its registered name from "Dean Scott"

FCA register

2024

29 February 2024

  • Changed its registered name from "Mendip Wealth Management Ltd"

FCA register

2023

16 November 2023

  • Incorporated at Companies House
  • Dean Keith Scott took control (75–100% of shares)

Companies House

2019

17 December 2019

  • Became an appointed representative

FCA register

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Firms like Mendip Wealth Management

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

In Wells

Benjamin WarrenWellsAppointed representativeChalmers HB LimitedWellsAppointed representativeGardiner Page & Roe Personal & Corporate Financial PlanningWellsAppointed representativeWorth Financial Planning LimitedWellsAppointed representativeRoderick Thomas LimitedWellsAppointed representativeQED Wealth Management LtdWellsAuthorised

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 Mendip Wealth Management

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
  • All 9 events in its history

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Frequently asked questions about this firm

Is Mendip Wealth Management Ltd FCA authorised?
Mendip Wealth Management Ltd (FRN 918374) 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 Mendip 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. Mendip Wealth Management Ltd (FRN 918374) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Mendip Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Mendip 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 Mendip Wealth Management’s phone number and website?
The FCA register lists the phone number 01749 326110 and the website mendipwm.co.uk for Mendip Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Mendip Wealth Management a scam or clone?
Mendip 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 Mendip Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Mendip Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Mendip Wealth Management?
Companies House lists one person with significant control of Mendip Wealth Management: Mr Dean Keith Scott (75–100% of shares).
Who runs Mendip Wealth Management?
Companies House lists 2 directors of Mendip Wealth Management: Dean Keith Scott and Jodie Denise Scott.
How long has Mendip Wealth Management been in business?
The company was formed on 16 November 2023.
What do Mendip Wealth Management’s latest accounts show?
Its latest accounts, to 30 November 2025, show net assets of £10 (same as £10) and cash at bank of £10 (same as £10).
Does Mendip Wealth Management use any other names?
It has previously used the name Dean Scott.

Sources and links

The full report on Mendip Wealth Management Ltd

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