Poole Graham Wealth Consultancy Ltd
Reference number: 602399
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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 13 years
- Protected through the principal
- No FCA actions
- Active company since 2018
- Accounts filed up to 31 March 2026
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.
- Poole Graham Wealth Consultancy Ltd (FRN 602399) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Poole Graham Wealth Consultancy's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Poole Graham Wealth Consultancy, 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
All Saints Cottage, All Saints Road, May Hill, Gloucestershire, GL17 0NL, United Kingdom
In the full report: 3 background checks
- When poolegrahamwc.co.uk first appeared online, and whether it can receive email
- What kind of line 07415 855071 is
- Who else gives the postcode GL17 0NL
Other names (3)
If you were contacted under any of these names, it is this firm.
- Charlotte Rebecca Coronil-Graham Former name: A name it was registered under before.
- Charlotte Rebecca Poole-Graham Former name: A name it was registered under before.
- Charlotte Poole-Graham Former trading name: A name it used to trade under.
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
- 11219695 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 22 February 2018 (8 years old)
- Registered office
- All Saints Cottage All Saints Road, May Hill, Longhope, GL17 0NL, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Charlotte Coronil-Graham | Director | Feb 1986 | 22 Feb 2018 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
- Both people who have been directors, with their dates
Filed accounts and finances
Net assets
£92.5k
<1% from £92.4k
Employees (average)
2
Same as 2
Owed within a year
£33.2k
+26% from £26.3k
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
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 11219695. 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
Poole Graham Wealth Consultancy’s history from the FCA register and Companies House, newest first.
2018
11 July 2018
- Changed its registered name from "Charlotte Rebecca Coronil-Graham"
FCA register
22 February 2018
- Incorporated at Companies House
- Charlotte Coronil-Graham took control (75–100% of shares)
Companies House
2016
18 January 2016
- Changed its registered name from "Charlotte Rebecca Poole-Graham"
FCA register
2013
10 June 2013
- Became an appointed representative
FCA register
In the full report: all 10 events
- All 10 events in its history (5 shown here)
- Every director appointment and resignation: 3
Firms like Poole Graham Wealth Consultancy
Other firms of the same type (financial adviser), nearest first.
In the Gloucester (GL) postcode area
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 Poole Graham Wealth Consultancy
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 10 events in its history
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Frequently asked questions about this firm
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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