Professional Wealth Strategies Limited
Reference number: 479167
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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 18 years
- Protected through the principal
- No FCA actions
- Active company since 2024
- Accounts filed up to 31 March 2025
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.
- Professional Wealth Strategies Limited (FRN 479167) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Professional Wealth Strategies's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Professional Wealth Strategies, 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
3 Warrington Road, Glazebury, Warrington, Cheshire, WA3 5NN, United Kingdom
In the full report: 3 background checks
- When professionalwealthstrategies.co.uk first appeared online, and whether it can receive email
- What kind of line 07950 041648 is
- Who else gives the postcode WA3 5NN
Other names (2)
If you were contacted under any of these names, it is this firm.
- Matthew Rickard Former name: A name it was registered under before.
- Matthew Rlckard Former name: A name it was registered under before.
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
- 15454923 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 30 January 2024 (2 years old)
- Registered office
- San Remo, 13 Trinity Square, Llandudno, Conwy, LL30 2RB, Wales
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Matthew James Rickard | Director | Mar 1982 | 30 Jan 2024 | 1 other company |
Other companies run by its director
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 company
- 1
- closed down
- 1
In the full report: all 1 company, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
Filed accounts and finances
Net assets
£794k
No earlier figure to compare
Cash at bank
£194k
No earlier figure to compare
Employees (average)
3
No earlier figure to compare
Owed within a year
£565k
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 15454923. 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
Professional Wealth Strategies’s history from the FCA register and Companies House, newest first.
2024
14 March 2024
- Changed its registered name from "Matthew Rickard"
FCA register
30 January 2024
- Incorporated at Companies House
- Matthew James Rickard took control (75–100% of shares)
- Matthew James Rickard appointed as a director
Companies House
2017
28 July 2017
- Changed its registered name from "Matthew Rlckard"
- Began trading as "Professional Wealth Strategies"
FCA register
2008
15 February 2008
- Became an appointed representative
FCA register
Director appointments and resignations, and trading names, appear under All events.
Firms like Professional Wealth Strategies
Other firms of the same type (financial adviser), nearest first.
In Warrington
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 Professional Wealth Strategies
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 1 other company its directors have run, named
- 3 background checks on its contact details
- All 7 events in its history
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Frequently asked questions about this firm
Is Professional Wealth Strategies Limited FCA authorised?
What does appointed representative mean for Professional Wealth Strategies?
What is Professional Wealth Strategies’ phone number and website?
Is Professional Wealth Strategies a scam or clone?
Is my money safe with Professional Wealth Strategies?
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Who runs Professional Wealth Strategies?
How long has Professional Wealth Strategies been in business?
What do Professional Wealth Strategies’ latest accounts show?
Does Professional Wealth Strategies use any other names?
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