Provest Wealth Management Ltd

Reference number: 569035

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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.
  • Provest Wealth Management Ltd (FRN 569035) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Provest Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Provest 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 provestfs.co.uk first appeared online, and whether it can receive email
  • What kind of line 0121 445 0079 is
  • Who else gives the postcode B45 8NE
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Other names (1)

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

  • Provest Financial Solutions LLP 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
16936845
Company status
Active
Company type
Private limited company
Incorporated
31 December 2025 (less than a year old)
Registered office
18-20 Hewell Road, Barnt Green, Birmingham, B45 8NE, England
Nature of business
  • Activities of mortgage finance companies (SIC 64922)
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Taylor Marie Green Director Jun 1992 31 Dec 2025 None
Elizabeth Tracey Director Nov 1971 31 Dec 2025 None
Paul Darren Tracey Director Jan 1967 31 Dec 2025 None

In the full report: every company its directors have run

  • Confirmation that these 3 directors run no other company
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Key dates in its history

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

Key events (5) All events (10)

2026

3 February 2026

  • Changed its registered name from "Provest Financial Solutions LLP"

FCA register

2025

31 December 2025

  • Incorporated at Companies House
  • Elizabeth Tracey became a part-owner (25–50% of shares)
  • Paul Darren Tracey became a part-owner (25–50% of shares)

Companies House

2011

17 November 2011

  • 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
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Firms connected to Provest Wealth Management

Other FCA-listed firms that share a director, phone number or address with Provest Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Provest Wealth Management

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

In Birmingham

Affinity Business Services LimitedBirminghamAppointed representativeAndrzej GarwolinskiBirminghamAppointed representativeAtkins Wealth Consultancy LtdBirminghamAppointed representativeBetter Invest Direct limitedBirminghamAppointed representativeCarlatton Capital LimitedBirminghamAppointed representativeCasey Financial Planning LimitedBirminghamAppointed 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 Provest 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 10 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Provest Wealth Management Ltd FCA authorised?
Provest Wealth Management Ltd (FRN 569035) 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 Provest 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. Provest Wealth Management Ltd (FRN 569035) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Provest Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Provest 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 Provest Wealth Management’s phone number and website?
The FCA register lists the phone number 0121 445 0079 and the website provestfs.co.uk for Provest Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Provest Wealth Management a scam or clone?
Provest 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 Provest Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Provest Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Provest Wealth Management?
Companies House lists 2 people with significant control of Provest Wealth Management: Mrs Elizabeth Tracey (25–50% of shares) and Mr Paul Darren Tracey (25–50% of shares).
Who runs Provest Wealth Management?
Companies House lists 3 directors of Provest Wealth Management: Taylor Marie Green, Elizabeth Tracey and Paul Darren Tracey.
How long has Provest Wealth Management been in business?
The company was formed on 31 December 2025.
Does Provest Wealth Management use any other names?
It has previously used the name Provest Financial Solutions LLP.

Sources and links

The full report on Provest Wealth Management Ltd

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