Perpetua Wealth Partners Limited

Reference number: 606388

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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.
  • Perpetua Wealth Partners Limited (FRN 606388) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Perpetua Wealth Partners's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Perpetua Wealth Partners, 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 jordanmarshallwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 07900 698701 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.

  • Jordan Marshall Former name
  • Jordan Marshall Wealth Management Ltd Former name
  • Jordan Marshall 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
12419534
Company status
Active
Company type
Private limited company
Incorporated
22 January 2020 (6 years old)
Registered office
Wood Farm, Hintlesham, Ipswich, Suffolk, IP8 3QN, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Jordan Alexander Marshall Director Mar 1980 22 Jan 2020 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

£766k

<1% from £768k

Employees (average)

2

Same as 2

Owed within a year

£197k

+8.1% from £182k

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 12419534. 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

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

Key events (6) All events (9)

2025

7 August 2025

  • Changed its registered name from "Jordan Marshall Wealth Management Ltd"

FCA register

2022

1 July 2022

  • Tara Marshall became the majority owner (50–75% of shares)

Companies House

2020

10 February 2020

  • Changed its registered name from "Jordan Marshall"

FCA register

22 January 2020

  • Incorporated at Companies House
  • Jordan Alexander Marshall took control (25–50% of shares)

Companies House

2013

23 August 2013

  • Became an appointed representative

FCA register

In the full report: all 9 events

  • All 9 events in its history (6 shown here)
  • Every director appointment and resignation: 1
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Firms like Perpetua Wealth Partners

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 Perpetua Wealth Partners

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, 1 flagged
  • 7 years of accounts, charted
  • All 9 events in its history

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Frequently asked questions about this firm

Is Perpetua Wealth Partners Limited FCA authorised?
Perpetua Wealth Partners Limited (FRN 606388) 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 Perpetua Wealth Partners?
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. Perpetua Wealth Partners Limited (FRN 606388) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Perpetua Wealth Partners's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Perpetua Wealth Partners, 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 Perpetua Wealth Partners’ phone number and website?
The FCA register lists the phone number 07900 698701 and the website jordanmarshallwm.co.uk for Perpetua Wealth Partners. If you were given different contact details, use these to check with the firm before going any further.
Is Perpetua Wealth Partners a scam or clone?
Perpetua Wealth Partners 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 Perpetua Wealth Partners?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Perpetua Wealth Partners's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Perpetua Wealth Partners?
Companies House lists 2 people with significant control of Perpetua Wealth Partners: Mr Jordan Alexander Marshall (25–50% of shares) and Tara Marshall (50–75% of shares).
Who runs Perpetua Wealth Partners?
Companies House lists one director of Perpetua Wealth Partners: Jordan Alexander Marshall.
How long has Perpetua Wealth Partners been in business?
The company was formed on 22 January 2020.
What do Perpetua Wealth Partners’ latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £766k (<1% from £768k).
Does Perpetua Wealth Partners use any other names?
It has previously used 3 other names: Jordan Marshall, Jordan Marshall Wealth Management Ltd and Jordan Marshall Wealth Management.

Sources and links

The full report on Perpetua Wealth Partners Limited

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