Partners Wealth Management LLP

Reference number: 442303

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

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 partnerswealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 7444 4030 is
  • Whether EC2R 7HJ is a shared office: 31 other firms give it
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (14 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

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
OC307751
Company status
Active
Company type
Limited liability partnership
Incorporated
24 April 2004 (22 years old)
Registered office
1 Angel Court, London, EC2R 7HJ, United Kingdom

Directors and company secretaries

Name Role Born Appointed Other companies
Timothy Clive Davies LLP designated member Jul 1965 24 Apr 2004 1 other company
David Anthony Stoll LLP designated member Sep 1960 21 Oct 2008 3 other companies
Christopher Michael Clarke LLP designated member Dec 1963 6 Apr 2014 4 other companies
David Killingley LLP designated member Apr 1969 6 Apr 2014 None
Brett Ashley Skipper LLP designated member Aug 1974 6 Apr 2014 None
Matthew James Johnston LLP designated member Jul 1974 6 Apr 2014 None
Richard James William Atherton LLP designated member Dec 1967 6 Apr 2014 1 other company
Stephen George Mills LLP designated member Apr 1960 6 Apr 2017 5 other companies
Fiona Oliver LLP designated member Jun 1972 24 Apr 2018 None
Paul Stephen Malins LLP designated member Dec 1963 1 Jul 2018 1 other company
Simon Jonathan Ward LLP designated member Jun 1972 1 Jul 2018 None
Paul Richard Cullis LLP designated member Jan 1968 6 Apr 2019 None
Nathan Robert Prior LLP designated member Jan 1984 6 Apr 2019 None
Duncan Alexander Wilson LLP designated member Mar 1974 6 Apr 2019 None
John Bernard Mullally LLP designated member Nov 1962 6 Apr 2020 1 other company
Anthony Mark Wassell LLP designated member Feb 1966 6 Apr 2020 None
Hilary Schofield LLP member Feb 1961 1 Oct 2021 None
Robert Maximillian Jones LLP member May 1985 1 Oct 2021 None
Nigel Davis LLP member May 1968 1 Oct 2021 None
Robert Stratton-Brown LLP member Mar 1970 1 Oct 2021 None
Aaron Mottershaw LLP member Feb 1983 1 Oct 2021 None
Robin Cameron LLP member Mar 1967 1 Aug 2022 None
Daniel Clarke LLP member Oct 1971 1 Aug 2022 None
James Major Gale LLP member May 1973 1 Aug 2022 2 other companies
Matthew Strickland LLP member Apr 1983 1 Aug 2022 None
Richard Armitage LLP member Jul 1980 1 Aug 2022 None
David Bull LLP member Mar 1979 1 Aug 2022 None
Andrew Mina LLP member Jan 1989 1 Aug 2022 None
Jeffrey Hodgetts LLP member Oct 1977 1 Jul 2023 None
Benjamin Aukett LLP member Jul 1992 1 Jul 2023 None
Georgina Elizabeth Bennett LLP member Sep 1984 1 Jul 2023 1 other company
Nicholas Burt LLP member Apr 1977 1 Jul 2023 None
Timothy Martineau LLP member Jan 1962 1 Jul 2023 None
Mark Priestley LLP member May 1961 1 Jul 2023 None
Phillip Wood LLP member Sep 1964 1 Jul 2023 None
Robert Oswald Record LLP member Oct 1976 1 Jun 2024 None
Craig Scott Hendry LLP member Sep 1969 17 Mar 2025 2 other companies
Adam Thompson LLP member Aug 1994 1 Jul 2025 None
Matthew Wildman LLP member Nov 1992 1 Jul 2025 None
Luke Cameron Edmond LLP member Jun 1995 1 Jul 2026 None
William Welch Roberts LLP member Jul 1978 1 Jul 2026 None
Patrick Michael Roderick Haines LLP member Jun 1967 1 Jul 2026 None
Katarzyna Smilewicz LLP member Oct 1982 1 Jul 2026 None
Alexander Tom Green LLP member Nov 1978 1 Jul 2026 1 other company
7IM HOLDINGS LIMITED Corporate LLP designated member Not published 30 Sep 2020 1 other company

Other companies run by these 45 directors

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
22
closed down
5
are FCA-registered
3

In the full report: all 22 companies, named

  • What each company does, and whether it is still trading
  • Which of these 45 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 3 on the FCA register
  • The 1 company these 45 directors run together
  • All 59 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2020Small company accountsNot audited

Net assets

£2.59m

No earlier figure to compare

Cash at bank

£2.74m

No earlier figure to compare

Employees (average)

43

No earlier figure to compare

Owed within a year

£477k

No earlier figure to compare

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 OC307751. 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

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

Key events (9) All events (85)

2020

30 September 2020

  • 7im Holdings Limited took control (75–100% of shares)
  • David Anthony Stoll stopped being a part-owner
  • James Welch Roberts stopped being a part-owner

Companies House

2018

31 March 2018

  • David Anthony Stoll became a part-owner (25–50% of shares)
  • James Welch Roberts became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

6 June 2006

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2004

24 April 2004

  • Incorporated at Companies House

Companies House

In the full report: all 85 events

  • All 85 events in its history (9 shown here)
  • Every director appointment and resignation: 72
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Firms connected to Partners Wealth Management

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

past links
2

In the full report: all 0 connected firms, named

  • 2 past links through former directors
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Firms like Partners Wealth Management

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

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions LimitedLondonAuthorised

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 Partners Wealth Management

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

  • 22 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 85 events in its history

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Frequently asked questions about this firm

Is Partners Wealth Management LLP FCA authorised?
Yes, Partners Wealth Management LLP (FRN 442303) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2006 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Partners Wealth Management’s phone number and website?
The FCA register lists the phone number 020 7444 4030 and the website partnerswealthmanagement.co.uk for Partners Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Partners Wealth Management a scam or clone?
Partners 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 Partners Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Partners Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Partners Wealth Management?
Partners Wealth Management is owned by 7im Holdings Limited, which holds 75–100% of votes, 75–100% of surplus assets and can appoint and remove the board, since 30 September 2020. Before that, it was controlled by Mr James Welch Roberts and Mr David Anthony Stoll.
Who runs Partners Wealth Management?
Companies House lists 45 directors of Partners Wealth Management: Timothy Clive Davies, David Anthony Stoll, Christopher Michael Clarke, David Killingley, Brett Ashley Skipper, Matthew James Johnston and 39 more.
How long has Partners Wealth Management been in business?
The company was formed on 24 April 2004, and has held its current FCA authorisation since June 2006.
What do Partners Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2020, show net assets of £2.59m (no earlier figure to compare) and cash at bank of £2.74m (no earlier figure to compare).

Sources and links

The full report on Partners Wealth Management LLP

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