Paul Beebee Wealth Management Ltd

Reference number: 418487

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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.
  • Paul Beebee Wealth Management Ltd (FRN 418487) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Paul Beebee Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Paul Beebee 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

  • When sjpp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01491 821046 is
  • Who else gives the postcode OX25 3RF
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Other names (2)

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

  • Paul Bebee Wealth Management Ltd Former name
  • Paul Beebee Former 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
06495753
Company status
Active
Company type
Private limited company
Incorporated
6 February 2008 (18 years old)
Registered office
Erlistoun Shepherds Close, Weston-On-The-Green, Bicester, OX25 3RF, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Paul Andrew Beebee Director May 1969 6 Feb 2008 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£18.1k

No earlier figure to compare

Employees (average)

3

Same as 3

Owed within a year

£573k

−12% from £654k

Assets and liabilities

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 06495753. 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

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

2017

1 January 2017

  • Paul Andrew Beebee took control (75–100% of shares)

Companies House

2012

11 September 2012

  • Changed its registered name from "Paul Bebee Wealth Management Ltd"

FCA register

2008

21 May 2008

  • Changed its registered name from "Paul Beebee"

FCA register

6 February 2008

  • Incorporated at Companies House
  • Paul Andrew Beebee appointed as a director

Companies House

2004

21 December 2004

  • Became an appointed representative

FCA register

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

Firms like Paul Beebee Wealth Management

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

In Bicester

Brown & Co Financial Planning LtdBicesterAppointed representativeClear Vision Financial ServicesBicesterAppointed representativePelican Financial Planning LimitedBicesterAppointed representativeA1 Mortgages LimitedBicesterAuthorisedStrategic Financial Planning (Sfp) LimitedBicesterAuthorised

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 Paul Beebee 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
  • 7 years of accounts, charted
  • All 6 events in its history

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Frequently asked questions about this firm

Is Paul Beebee Wealth Management Ltd FCA authorised?
Paul Beebee Wealth Management Ltd (FRN 418487) 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 Paul Beebee 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. Paul Beebee Wealth Management Ltd (FRN 418487) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Paul Beebee Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Paul Beebee 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 Paul Beebee Wealth Management’s phone number and website?
The FCA register lists the phone number 01491 821046 and the website sjpp.co.uk/paulbeebee for Paul Beebee Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Paul Beebee Wealth Management a scam or clone?
Paul Beebee 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 Paul Beebee Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Paul Beebee Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Paul Beebee Wealth Management?
Companies House lists one person with significant control of Paul Beebee Wealth Management: Mr Paul Andrew Beebee (75–100% of shares).
Who runs Paul Beebee Wealth Management?
Companies House lists one director of Paul Beebee Wealth Management: Paul Andrew Beebee.
How long has Paul Beebee Wealth Management been in business?
The company was formed on 6 February 2008.
What do Paul Beebee Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £18.1k (no earlier figure to compare).
Does Paul Beebee Wealth Management use any other names?
It has previously used 2 other names: Paul Bebee Wealth Management Ltd and Paul Beebee.

Sources and links

The full report on Paul Beebee Wealth Management Ltd

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