Orange Tree Financial Services Limited

Reference number: 801100

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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.
  • Orange Tree Financial Services Limited (FRN 801100) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Orange Tree Financial Services's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Orange Tree Financial Services, 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 orangetreefs.co.uk first appeared online, and whether it can receive email
  • What kind of line 07870 648272 is
  • Whether EC3V 9BQ is a shared office: 222 other firms give it
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Other names (3)

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

  • Orange Tree Financial Management Ltd Former name
  • Orange Tree Wealth Management Ltd Former name
  • Orange Tree 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
10752974
Company status
Active
Company type
Private limited company
Incorporated
3 May 2017 (9 years old)
Registered office
2 Rhum Mews, Wickford, Essex, SS12 9JU, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Anthony Russell Director Apr 1975 3 May 2017 2 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
2
closed down
1
still active
1

In the full report: all 2 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 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 April 2026Small company accountsNot audited

Total equity

£1,489

−80% from £7,488

Employees (average)

2

Same as 2

Owed within a year

£41.2k

+15% from £35.7k

Total equity

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • 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 10752974. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Orange Tree Financial Services’s history from the FCA register and Companies House, newest first.

Key events (7) All events (15)

2023

5 January 2023

  • Changed its registered name from "Orange Tree Wealth Management Ltd"

FCA register

2022

3 May 2022

  • Carrie Russell stopped being a part-owner

Companies House

2019

3 May 2019

  • Carrie Russell became a part-owner (25–50% of shares)

Companies House

2018

15 May 2018

  • Anthony Russell took control (75–100% of shares)

Companies House

14 February 2018

  • Changed its registered name from "Orange Tree Financial Management Ltd"

FCA register

8 February 2018

  • Became an appointed representative

FCA register

2017

3 May 2017

  • Incorporated at Companies House

Companies House

In the full report: all 15 events

  • All 15 events in its history (7 shown here)
  • Every director appointment and resignation: 5
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Firms like Orange Tree Financial Services

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

In London

SIX Financial Information UK LimitedLondonAppointed representativeMagellan Investment Partners (UK) LimitedLondonAppointed representativeMoonfare UK LimitedLondonAppointed representativeAlpha FX Institutional LimitedLondonAppointed representativeLCP Capital Solutions LimitedLondonAppointed representativeBrighton Park Capital UK LimitedLondonAppointed 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 Orange Tree Financial Services

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

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 7 years of accounts, charted
  • All 15 events in its history

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Frequently asked questions about this firm

Is Orange Tree Financial Services Limited FCA authorised?
Orange Tree Financial Services Limited (FRN 801100) 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 Orange Tree Financial Services?
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. Orange Tree Financial Services Limited (FRN 801100) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Orange Tree Financial Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Orange Tree Financial Services, 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 Orange Tree Financial Services’ phone number and website?
The FCA register lists the phone number 07870 648272 and the website orangetreefs.co.uk for Orange Tree Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Orange Tree Financial Services a scam or clone?
Orange Tree Financial Services 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 Orange Tree Financial Services?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Orange Tree Financial Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Orange Tree Financial Services?
Companies House lists one person with significant control of Orange Tree Financial Services: Mr Anthony Russell (75–100% of shares). Before that, it was controlled by Mrs Carrie Russell.
Who runs Orange Tree Financial Services?
Companies House lists one director of Orange Tree Financial Services: Anthony Russell.
How long has Orange Tree Financial Services been in business?
The company was formed on 3 May 2017.
What do Orange Tree Financial Services’ latest accounts show?
Its latest accounts, to 30 April 2026, show total equity of £1,489 (−80% from £7,488).
Does Orange Tree Financial Services use any other names?
It has previously used 3 other names: Orange Tree Financial Management Ltd, Orange Tree Wealth Management Ltd and Orange Tree Wealth Management.

Sources and links

The full report on Orange Tree Financial Services Limited

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