Merlin Wealth Management Limited
Reference number: 587625
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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.
- Appointed for 14 years
- Protected through the principal
- No FCA actions
- Active company since 2009
- Accounts filed up to 31 December 2025
- 1 thing worth a closer look in the background checks
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.
- Merlin Wealth Management Limited (FRN 587625) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Merlin Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Merlin 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.
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Phone number
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Address
Lockington House, Millhouse Business Centre, Station Road, Castle Donington, DE74 2NJ, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When merlinwealthmanagement.co.uk first appeared online, and whether it can receive email
- What kind of line 01332 813950 is
- Who else gives the postcode DE74 2NJ
Other names (1)
If you were contacted under any of these names, it is this firm.
- Merlin Wealth Management Ltd Former name: A name it was registered under before.
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
- 07096691 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 5 December 2009 (16 years old)
- Registered office
- Lockington House Station Road, Castle Donington, Derby, DE74 2NJ, England
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Christopher Harvey Baker | Director | Nov 1981 | 1 Aug 2012 | 1 other company |
| Christopher David Connor | Director | Jun 1964 | 1 Aug 2016 | 1 other company |
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 company
- 1
- closed down
- 1
- run together
- 1
In the full report: all 1 company, 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 1 company these 2 directors run together
- All 4 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£141k
+33% from £106k
Employees (average)
4
Same as 4
Owed within a year
£145k
+93% from £75.0k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2019 to 2025
- The chart, over every year
- Every filed figure, year by year
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 07096691. 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
Merlin Wealth Management’s history from the FCA register and Companies House, newest first.
2025
17 January 2025
- Changed its registered name from "Merlin Wealth Management Ltd"
FCA register
2016
6 April 2016
- Chris David Connor became a part-owner (25–50% of shares)
- Christopher Harvey Baker became a part-owner (25–50% of shares)
Companies House
2012
6 September 2012
- Became an appointed representative
FCA register
31 July 2012
- Board replaced: its only director left and a new director took over
Companies House
2009
5 December 2009
- Incorporated at Companies House
Companies House
In the full report: all 12 events
- All 12 events in its history (6 shown here)
- Every director appointment and resignation: 6
Firms connected to Merlin Wealth Management
Other FCA-listed firms that share a director, phone number or address with Merlin Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Merlin Wealth Management
Other firms of the same type (financial adviser), nearest first.
In the Derby (DE) postcode area
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 Merlin Wealth Management
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
- 7 years of accounts, charted
- All 12 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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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