Morris Wealth Management Limited: FCA regulated?

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 2015
Accounts filed up to 31 March 2025
On its latest accounts it owed £36.6k more than it owned
1 thing worth a closer look in the background checks

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.
Morris Wealth Management Limited (FRN 582466) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Morris Wealth Management's services, the FCA authorisation sits with the principal firm.
Example: if you take financial advice from Morris 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.

Website

m-wealth.co.uk (opens in a new tab)
Phone number

01929 901300
Address

11 Beaumont Gate, Shenley Hill, Radlett, Hertfordshire, WD7 7AR, United Kingdom

In the full report: 3 background checks, 1 thing worth a closer look

When m-wealth.co.uk first appeared online, and whether it can receive email
What kind of line 01929 901300 is
Who else gives the postcode WD7 7AR

Other names (3)

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

MWealth Trading name: A name it trades under now.
Daniel Morris Former name: A name it was registered under before.
Daniel Morris Wealth Management Former trading name: A name it used to trade under.

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: 09682274 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 13 July 2015 (11 years old)
Registered office: 6th Floor 2 London Wall Place, London, EC2Y 5AU, England
Nature of business: Financial management (SIC 70221)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Daniel Morris	Director	Jul 1970	13 Jul 2015	1 other company

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 company: 1
still active: 1

In the full report: all 1 company, 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 2 people who have ever been directors, with their dates

Filed accounts and finances

Year to 31 March 2025Full accountsNot audited

Net assets

−£36.6k

Up £172k from −£209k

Cash at bank

£5,858

Up £5,784 from £74

Employees (average)

5

+67% from 3

Owed within a year

£501k

−3.3% from £518k

Net assets are negative: on its last balance sheet the company owed £36.6k more than it owned.

Assets and liabilities

In the full report: all 6 years of accounts

Every year from 2020 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.

Accounts filed at Companies House for company 09682274. 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

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

Key events (5) All events (15)

2016

6 April 2016

Daniel Morris became a part-owner (25–50% of shares)
Sarah Morris became a part-owner (25–50% of shares)

Companies House

3 March 2016

Changed its registered name from "Daniel Morris"

FCA register

2015

13 July 2015

Incorporated at Companies House

Companies House

2012

6 June 2012

Became an appointed representative

FCA register

In the full report: all 15 events

All 15 events in its history (5 shown here)
Every director appointment and resignation: 3

Firms connected to Morris Wealth Management

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

connected firms: 4
share its postcode: 4

In the full report: all 4 connected firms, named

How each is linked: the same postcode (4)
Who links each one: the named directors, with dates

Firms like Morris Wealth Management

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

In Radlett

Kinetic Wealth Management LimitedRadlettAppointed representative Optimal Wealth Management LTDRadlettAppointed representative Simon BensonRadlettAppointed representative BSG Financial Solutions LimitedRadlettAppointed representative Essex Financial Management LimitedRadlettAuthorised Hcf Partnership LimitedRadlettAuthorised

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 Morris 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
6 years of accounts, charted
All 15 events in its history
4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Morris Wealth Management Limited FCA authorised?

Morris Wealth Management Limited (FRN 582466) 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 Morris 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. Morris Wealth Management Limited (FRN 582466) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Morris Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Morris 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 Morris Wealth Management’s phone number and website?

The FCA register lists the phone number 01929 901300 and the website m-wealth.co.uk for Morris Wealth Management. If you were given different contact details, use these to check with the firm before going any further.

Is Morris Wealth Management a scam or clone?

Morris 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 Morris Wealth Management?

Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Morris Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Who owns Morris Wealth Management?

Companies House lists 2 people with significant control of Morris Wealth Management: Mr Daniel Morris (25–50% of shares) and Mrs Sarah Morris (25–50% of shares).

Who runs Morris Wealth Management?

Companies House lists one director of Morris Wealth Management: Daniel Morris.

How long has Morris Wealth Management been in business?

The company was formed on 13 July 2015.

What do Morris Wealth Management’s latest accounts show?

Its latest accounts, to 31 March 2025, show net assets of −£36.6k (up £172k from −£209k) and cash at bank of £5,858 (up £5,784 from £74).

Does Morris Wealth Management use any other names?

It trades as MWealth. It has previously used 2 other names: Daniel Morris and Daniel Morris Wealth Management.