Renata Cook Wealth Management Ltd

Reference number: 823969

Instant download

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.
  • Renata Cook Wealth Management Ltd (FRN 823969) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Renata Cook Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Renata Cook 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 rcwealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 07907 595953 is
  • Who else gives the postcode G64 1QE
Instant PDF download
Other names (1)

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

  • Renata Cook 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
SC732312
Company status
Active
Company type
Private limited company
Incorporated
12 May 2022 (4 years old)
Registered office
Suite 5 Springfield House, 6 Emerson Road, Bishopbriggs, Glasgow, G64 1QE, Scotland
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Renata Cook Director Nov 1987 12 May 2022 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
Instant PDF download

Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£361k

+2.2% from £353k

Employees (average)

1

Same as 1

Owed within a year

£150k

−12% from £170k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2023 to 2026
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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 SC732312. 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

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

Key events (5) All events (8)

2022

17 June 2022

  • Changed its registered name from "Renata Cook"

FCA register

12 May 2022

  • Incorporated at Companies House
  • George Cook became a part-owner (25–50% of shares)
  • Renata Cook became a part-owner (25–50% of shares)

Companies House

2018

23 October 2018

  • Became an appointed representative

FCA register

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 1
Instant PDF download

Firms like Renata Cook Wealth Management

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

In Glasgow

A and A Accounting LtdGlasgowAppointed representativeA Henderson Financial Planning LtdGlasgowAppointed representativeAlexander Campbell McLaughlanGlasgowAppointed representativeAnderson Mortgages (Scotland) LimitedGlasgowAppointed representativeAnthony Blake Financial Planning LtdGlasgowAppointed representativeBlackmount Private Wealth LimitedGlasgowAppointed 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 Renata Cook 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
  • 4 years of accounts, charted
  • All 8 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Renata Cook Wealth Management Ltd FCA authorised?
Renata Cook Wealth Management Ltd (FRN 823969) 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 Renata Cook 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. Renata Cook Wealth Management Ltd (FRN 823969) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Renata Cook Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Renata Cook 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 Renata Cook Wealth Management’s phone number and website?
The FCA register lists the phone number 07907 595953 and the website rcwealthmanagement.co.uk for Renata Cook Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Renata Cook Wealth Management a scam or clone?
Renata Cook 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 Renata Cook Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Renata Cook Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Renata Cook Wealth Management?
Companies House lists 2 people with significant control of Renata Cook Wealth Management: Mr George Cook (25–50% of shares) and Mrs Renata Cook (25–50% of shares).
Who runs Renata Cook Wealth Management?
Companies House lists one director of Renata Cook Wealth Management: Renata Cook.
How long has Renata Cook Wealth Management been in business?
The company was formed on 12 May 2022.
What do Renata Cook Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £361k (+2.2% from £353k).
Does Renata Cook Wealth Management use any other names?
It has previously used the name Renata Cook.

Sources and links

The full report on Renata Cook Wealth Management Ltd

£19.99 · Instant PDF download

Loading secure checkout…