Moulton Wealth Management Limited

Reference number: 1048082

Instant download

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.
  • Moulton Wealth Management Limited (FRN 1048082) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Moulton Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Moulton 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 moultonwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 07487 544004 is
  • Who else gives the postcode LS29 8DP
Instant PDF download

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
16780184
Company status
Active
Company type
Private limited company
Incorporated
13 October 2025 (1 year old)
Registered office
Suite 4 Ridings House, 31 Leeds Road, Ilkley, LS29 8DP, England
Nature of business
  • Activities of financial services holding companies (SIC 64205)
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Oliver James Edward Moulton Director Aug 1994 13 Oct 2025 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
Instant PDF download

Key dates in its history

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

2025

13 December 2025

  • Became an appointed representative

FCA register

13 October 2025

  • Incorporated at Companies House
  • Oliver James Edward Moulton took control (75–100% of shares)
  • Oliver James Edward Moulton appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Moulton Wealth Management

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

In Ilkley

Ayar Noori HasanIlkleyAppointed representativeCathedral Financial Planning (UK) LtdIlkleyAppointed representativeChris WatsonIlkleyAppointed representativeKeystone Financial Planning LimitedIlkleyAppointed representativeShieldpath LtdIlkleyAppointed representativeAntony Ransom Independent Financial Adviser LimitedIlkleyAuthorised

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 Moulton 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
  • All 4 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Moulton Wealth Management Limited FCA authorised?
Moulton Wealth Management Limited (FRN 1048082) 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 Moulton 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. Moulton Wealth Management Limited (FRN 1048082) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Moulton Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Moulton 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 Moulton Wealth Management’s phone number and website?
The FCA register lists the phone number 07487 544004 and the website moultonwm.co.uk for Moulton Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Moulton Wealth Management a scam or clone?
Moulton 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 Moulton Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Moulton Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Moulton Wealth Management?
Companies House lists one person with significant control of Moulton Wealth Management: Mr Oliver James Edward Moulton (75–100% of shares).
Who runs Moulton Wealth Management?
Companies House lists one director of Moulton Wealth Management: Oliver James Edward Moulton.
How long has Moulton Wealth Management been in business?
The company was formed on 13 October 2025.

Sources and links

The full report on Moulton Wealth Management Limited

£19.99 · Instant PDF download

Loading secure checkout…