Paul Geddes Wealth Management Ltd

Reference number: 470546

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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 Geddes Wealth Management Ltd (FRN 470546) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Paul Geddes Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Paul Geddes 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 0116 289 8562 is
  • Who else gives the postcode LE9 9LN
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Other names (1)

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

  • Paul Geddes 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 name
PAUL GEDDES WEALTH MANAGEMENT LIMITED
Company number
07160731
Company status
Active
Company type
Private limited company
Incorporated
17 February 2010 (16 years old)
Registered office
167-169 Great Portland Street, 5th Floor, London, W1W 5PF, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
Adam Paul Geddes Director Sep 1985 17 Jun 2022 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • All 3 people who have been directors, with their dates
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Key dates in its history

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

Key events (8) All events (13)

2022

7 October 2022

  • Adam Paul Geddes took control (75–100% of shares)
  • Tracey Suzanne Geddes stopped being a part-owner

Companies House

2020

5 January 2020

  • Paul Geddes stopped being a part-owner

Companies House

2016

6 April 2016

  • Paul Geddes became a part-owner (25–50% of shares)
  • Tracey Suzanne Geddes became a part-owner (25–50% of shares)

Companies House

2010

28 May 2010

  • Changed its registered name from "Paul Geddes"

FCA register

17 February 2010

  • Incorporated at Companies House

Companies House

2007

17 July 2007

  • Became an appointed representative

FCA register

In the full report: all 13 events

  • All 13 events in its history (8 shown here)
  • Every director appointment and resignation: 5
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Firms like Paul Geddes Wealth Management

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

In Leicester

Accomplished Financial Solutions LtdLeicesterAppointed representativeAMW Financial Planning LimitedLeicesterAppointed representativeAshton Financial Planning Ltd.LeicesterAppointed representativeAthena Wealth Management LtdLeicesterAppointed representativeBabra Financials LtdLeicesterAppointed representativeBarnsdale Financial Management LimitedLeicesterAppointed 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 Paul Geddes 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
  • All 13 events in its history

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Frequently asked questions about this firm

Is Paul Geddes Wealth Management Ltd FCA authorised?
Paul Geddes Wealth Management Ltd (FRN 470546) 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 Geddes 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 Geddes Wealth Management Ltd (FRN 470546) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Paul Geddes Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Paul Geddes 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 Geddes Wealth Management’s phone number and website?
The FCA register lists the phone number 0116 289 8562 and the website sjpp.co.uk/paulgeddes for Paul Geddes Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Paul Geddes Wealth Management a scam or clone?
Paul Geddes 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 Geddes Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Paul Geddes Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Paul Geddes Wealth Management?
Companies House lists one person with significant control of Paul Geddes Wealth Management: Mr Adam Paul Geddes (75–100% of shares). Before that, it was controlled by Mrs Tracey Suzanne Geddes and Mr Paul Geddes.
Who runs Paul Geddes Wealth Management?
Companies House lists one director of Paul Geddes Wealth Management: Adam Paul Geddes.
How long has Paul Geddes Wealth Management been in business?
The company was formed on 17 February 2010.
Does Paul Geddes Wealth Management use any other names?
It has previously used the name Paul Geddes.

Sources and links

The full report on Paul Geddes Wealth Management Ltd

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