Moore Wealth Limited

Reference number: 222948

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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.
  • Moore Wealth Limited (FRN 222948) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Moore Wealth's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Moore Wealth, 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 moorewealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01539 756222 is
  • Who else gives the postcode LA9 4LU
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Other names (4)

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

  • Joanne Moore & Partners Ltd Former name
  • Moore Wealth Ltd Former name
  • Moore Former trading name
  • Moore for Money 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
04613020
Company status
Active
Company type
Private limited company
Incorporated
10 December 2002 (23 years old)
Registered office
8 Blackhall Yard, Stricklandgate, Kendal, LA9 4LU, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Joanne Julie Moore Director Feb 1971 1 Jan 2003 3 other companies

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 companies
3
closed down
3

In the full report: all 3 companies, 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
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Micro-entity accountsNot audited

Net assets

£69.6k

+15% from £60.7k

Employees (average)

2

Same as 2

Owed within a year

£107k

−54% from £234k

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
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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 04613020. 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

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

Key events (7) All events (14)

2023

29 June 2023

  • Changed its registered name from "Moore Wealth Ltd"

FCA register

2020

16 March 2020

  • Emile Moore stopped being a part-owner

Companies House

2018

15 February 2018

  • Changed its registered name from "Joanne Moore & Partners Ltd"

FCA register

2016

6 April 2016

  • Emile Moore became a part-owner (25–50% of shares)
  • Joanne Julie Moore took control (75–100% of shares)

Companies House

2003

19 February 2003

  • Became an appointed representative

FCA register

2002

10 December 2002

  • Incorporated at Companies House

Companies House

In the full report: all 14 events

  • All 14 events in its history (7 shown here)
  • Every director appointment and resignation: 3
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Firms like Moore Wealth

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

In Kendal

CS Financial Group LimitedKendalAppointed representativeKNS Financial Planning LtdKendalAppointed representativeQuintessential Wealth Management LimitedKendalAppointed representativeFinancial Management Bureau LimitedKendalAuthorisedJohn Tamblin Financial Services LtdKendalAuthorisedMacbeth, Scott & Co. Life & Pension Services LimitedKendalAuthorised

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 Moore Wealth

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

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 14 events in its history

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Frequently asked questions about this firm

Is Moore Wealth Limited FCA authorised?
Moore Wealth Limited (FRN 222948) 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 Moore Wealth?
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. Moore Wealth Limited (FRN 222948) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Moore Wealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Moore Wealth, 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 Moore Wealth’s phone number and website?
The FCA register lists the phone number 01539 756222 and the website moorewealth.co.uk for Moore Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is Moore Wealth a scam or clone?
Moore Wealth 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 Moore Wealth?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Moore Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Moore Wealth?
Companies House lists one person with significant control of Moore Wealth: Mrs Joanne Julie Moore (75–100% of shares). Before that, it was controlled by Mr Emile Moore.
Who runs Moore Wealth?
Companies House lists one director of Moore Wealth: Joanne Julie Moore.
How long has Moore Wealth been in business?
The company was formed on 10 December 2002.
What do Moore Wealth’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £69.6k (+15% from £60.7k).
Does Moore Wealth use any other names?
It has previously used 4 other names, including Joanne Moore & Partners Ltd, Moore Wealth Ltd and Moore.

Sources and links

The full report on Moore Wealth Limited

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