Middleton Wealth Management Ltd

Reference number: 601496

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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.
  • Middleton Wealth Management Ltd (FRN 601496) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Middleton Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Middleton 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 gregjmiddleton.co.uk first appeared online, and whether it can receive email
  • What kind of line 0330 111 2942 is
  • Who else gives the postcode SK5 7DL
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Other names (3)

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

  • Greg Middleton Former name
  • Greg Middleton Wealth Management Limited Former name
  • Greg Middleton 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
08325671
Company status
Active
Company type
Private limited company
Incorporated
11 December 2012 (13 years old)
Registered office
Broadstone Mill, Broadstone Road, Stockport, SK5 7DL, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Greg John Middleton Director Dec 1976 19 Feb 2013 None
Lindsay Jane Swift Director May 1978 11 Dec 2021 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
  • All 5 people who have been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Full accountsNot audited

Net assets

£19.3k

+99% from £9,706

Cash at bank

£5,969

−54% from £12.9k

Owed within a year

£93.9k

+58% from £59.5k

Net assets

In the full report: all 5 years of accounts

  • Every year from 2021 to 2025
  • 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.

Accounts filed at Companies House for company 08325671. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (6) All events (17)

2021

11 December 2021

  • Lindsay Jane Swift became a part-owner (25–50% of shares)

Companies House

3 February 2021

  • Changed its registered name from "Greg Middleton Wealth Management Limited"

FCA register

2016

6 April 2016

  • Greg Middleton became the majority owner (50–75% of shares)

Companies House

2014

18 September 2014

  • Changed its registered name from "Greg Middleton"

FCA register

2013

23 May 2013

  • Became an appointed representative

FCA register

2012

11 December 2012

  • Incorporated at Companies House

Companies House

In the full report: all 17 events

  • All 17 events in its history (6 shown here)
  • Every director appointment and resignation: 8
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Firms connected to Middleton Wealth Management

Other FCA-listed firms that share a director, phone number or address with Middleton Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Middleton Wealth Management

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

In Stockport

A. C. M. Financial Services LtdStockportAppointed representativeAndrew Brannan Wealth Management LtdStockportAppointed representativeBeech Tree Financial Advice LimitedStockportAppointed representativeDickinson Financial Planning LtdStockportAppointed representativeEdward Mellor LimitedStockportAppointed representativeFrancis Brendan McDermottStockportAppointed 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 Middleton 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, 1 flagged
  • 5 years of accounts, charted
  • All 17 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Middleton Wealth Management Ltd FCA authorised?
Middleton Wealth Management Ltd (FRN 601496) 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 Middleton 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. Middleton Wealth Management Ltd (FRN 601496) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Middleton Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Middleton 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 Middleton Wealth Management’s phone number and website?
The FCA register lists the phone number 0330 111 2942 and the website gregjmiddleton.co.uk for Middleton Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Middleton Wealth Management a scam or clone?
Middleton 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 Middleton Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Middleton Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Middleton Wealth Management?
Companies House lists 2 people with significant control of Middleton Wealth Management: Mr Greg Middleton (50–75% of shares) and Mrs Lindsay Jane Swift (25–50% of shares).
Who runs Middleton Wealth Management?
Companies House lists 2 directors of Middleton Wealth Management: Greg John Middleton and Lindsay Jane Swift.
How long has Middleton Wealth Management been in business?
The company was formed on 11 December 2012.
What do Middleton Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £19.3k (+99% from £9,706) and cash at bank of £5,969 (−54% from £12.9k).
Does Middleton Wealth Management use any other names?
It has previously used 3 other names: Greg Middleton, Greg Middleton Wealth Management Limited and Greg Middleton Wealth Management.

Sources and links

The full report on Middleton Wealth Management Ltd

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