Owens Wealth Management Ltd
Reference number: 983079
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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.
- Appointed for 4 years
- Protected through the principal
- No FCA actions
- Active company since 2024
- Accounts filed up to 30 June 2025
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 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.
- Owens Wealth Management Ltd (FRN 983079) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Owens Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Owens 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.
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Phone number
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Address
58 Crawshay Street, Ynysybwl, Pontypridd, Rhondda Cynon Taf, CF37 3EF, United Kingdom
In the full report: 3 background checks
- When owenswealthmanagement.co.uk first appeared online, and whether it can receive email
- What kind of line 07361 525887 is
- Who else gives the postcode CF37 3EF
Other names (1)
If you were contacted under any of these names, it is this firm.
- Richard John Owens Former name: A name it was registered under before.
FCA permissions and consumer protection
- Protection through the principal firmProtection 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, freeYou 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
- 15777312 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 13 June 2024 (2 years old)
- Registered office
- 58 Crawshay Street, Ynysybwl, Pontypridd, CF37 3EF, Wales
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Richard John Owens | Director | Jun 1971 | 13 Jun 2024 | 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
- closed down
- 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
Filed accounts and finances
Net assets
£1
No earlier figure to compare
Cash at bank
£1
No earlier figure to compare
These accounts were filed as dormant: the company reported no significant trading in the period.
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 15777312. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Owens Wealth Management’s history from the FCA register and Companies House, newest first.
2025
2 May 2025
- Changed its registered name from "Richard John Owens"
FCA register
2024
13 June 2024
- Incorporated at Companies House
- Richard John Owens took control (75–100% of shares)
Companies House
2022
12 September 2022
- Became an appointed representative
FCA register
In the full report: all 7 events
- All 7 events in its history (4 shown here)
- Every director appointment and resignation: 1
Firms like Owens Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Pontypridd
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 Owens 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
- All 7 events in its history
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Frequently asked questions about this firm
Is Owens Wealth Management Ltd FCA authorised?
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Who owns Owens Wealth Management?
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How long has Owens Wealth Management been in business?
What do Owens Wealth Management’s latest accounts show?
Does Owens Wealth Management use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk