Richard Tidy & Partners Wealth Management Ltd

Reference number: 749978

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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.
  • Richard Tidy & Partners Wealth Management Ltd (FRN 749978) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Richard Tidy & Partners Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Richard Tidy & Partners 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 richardtidy.co.uk first appeared online, and whether it can receive email
  • What kind of line 07900 927215 is
  • Who else gives the postcode NR19 1DT
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Other names (2)

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

  • Richard Tidy Former name
  • Richard Tidy 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
13649944
Company status
Active
Company type
Private limited company
Incorporated
29 September 2021 (5 years old)
Registered office
Birkdale House 4 Drusilla Way, Yaxham, Dereham, Norfolk, NR19 1DT, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Rachel Drusilla Tidy Director Jul 1975 29 Sep 2021 None
Richard John Tidy Director May 1980 29 Sep 2021 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 31 March 2025Micro-entity accountsNot audited

Net assets

£778k

+19% from £654k

Employees (average)

5

+25% from 4

Owed within a year

£170k

−31% from £246k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2022 to 2025
  • 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 13649944. 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

This firm’s history from the FCA register and Companies House, newest first.

Key events (5) All events (9)

2021

3 December 2021

  • Changed its registered name from "Richard Tidy"

FCA register

29 September 2021

  • Incorporated at Companies House
  • Rachel Drusilla Tidy became a part-owner (25–50% of shares)
  • Richard John Tidy became a part-owner (25–50% of shares)

Companies House

2016

14 June 2016

  • Became an appointed representative

FCA register

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Similar firms

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

In Dereham

Foundry Wealth LtdDerehamAppointed representativeJamie WalkerDerehamAppointed representativeMarvell Financial Planning LtdDerehamAppointed representativeThe David Hewson Practice LtdDerehamAppointed representativeElmham Financial LimitedDerehamAuthorisedPlantech Independent LimitedDerehamAuthorised

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 this firm

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 9 events in its history

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Frequently asked questions about this firm

Is Richard Tidy & Partners Wealth Management Ltd FCA authorised?
Richard Tidy & Partners Wealth Management Ltd (FRN 749978) 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 Richard Tidy & Partners 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. Richard Tidy & Partners Wealth Management Ltd (FRN 749978) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Richard Tidy & Partners Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Richard Tidy & Partners 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 Richard Tidy & Partners Wealth Management’s phone number and website?
The FCA register lists the phone number 07900 927215 and the website richardtidy.co.uk for Richard Tidy & Partners Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Richard Tidy & Partners Wealth Management a scam or clone?
Richard Tidy & Partners 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 Richard Tidy & Partners Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Richard Tidy & Partners Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Richard Tidy & Partners Wealth Management?
Companies House lists 2 people with significant control of Richard Tidy & Partners Wealth Management: Mrs Rachel Drusilla Tidy (25–50% of shares) and Mr Richard John Tidy (25–50% of shares).
Who runs Richard Tidy & Partners Wealth Management?
Companies House lists 2 directors of Richard Tidy & Partners Wealth Management: Rachel Drusilla Tidy and Richard John Tidy.
How long has Richard Tidy & Partners Wealth Management been in business?
The company was formed on 29 September 2021.
What do Richard Tidy & Partners Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £778k (+19% from £654k).
Does Richard Tidy & Partners Wealth Management use any other names?
It has previously used 2 other names: Richard Tidy and Richard Tidy Wealth Management.

Sources and links

The full report on Richard Tidy & Partners Wealth Management Ltd

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