Russell Greer Wealth Management Limited
Reference number: 419291
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.
- Appointed for 21 years
- Protected through the principal
- No FCA actions
- Active company since 2013
- Accounts filed up to 31 May 2025
- On its latest accounts it owed £296k more than it owned
- 1 thing worth a closer look in the background checks
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.
- Russell Greer Wealth Management Limited (FRN 419291) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Russell Greer Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Russell Greer 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.
-
Phone number
-
Address
3rd Floor, York House, 23 Kingsway, London, WC2B 6UJ, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When russellgreer.co.uk first appeared online, and whether it can receive email
- What kind of line 020 7100 9911 is
- Whether WC2B 6UJ is a shared office: 89 other firms give it
Other names (2)
If you were contacted under any of these names, it is this firm.
- Russell Greer Former name: A name it was registered under before.
- Treskelion Financial Planning Limited 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
- 08534208 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 17 May 2013 (13 years old)
- Registered office
- 9 Hare & Billet Road, London, SE3 0RB, England
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Russell William Greer | Director | Aug 1974 | 17 May 2013 | 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
−£296k
−225% from £236k
Cash at bank
£259k
+74% from £149k
Employees (average)
3
Same as 3
Owed within a year
£1.02m
+254% from £289k
Net assets are negative: on its last balance sheet the company owed £296k more than it owned.
Assets and liabilities
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 08534208. 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
Russell Greer Wealth Management’s history from the FCA register and Companies House, newest first.
2024
5 March 2024
- Changed its registered name from "Treskelion Financial Planning Limited"
- Began trading as "Russell Greer Wealth Management"
FCA register
2018
13 December 2018
- Changed its registered name from "Russell Greer Wealth Management Limited"
FCA register
2016
6 April 2016
- Russell William Greer took control (75–100% of shares)
Companies House
2013
25 June 2013
- Changed its registered name from "Russell Greer"
FCA register
17 May 2013
- Incorporated at Companies House
- Russell William Greer appointed as a director
Companies House
2004
29 December 2004
- Became an appointed representative
FCA register
Director appointments and resignations, and trading names, appear under All events.
Firms like Russell Greer Wealth Management
Other firms of the same type (financial adviser), nearest first.
In the Central London (WC) 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 Russell Greer Wealth Management
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, 1 flagged
- All 8 events in its history
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Russell Greer Wealth Management Limited FCA authorised?
What does appointed representative mean for Russell Greer Wealth Management?
What is Russell Greer Wealth Management’s phone number and website?
Is Russell Greer Wealth Management a scam or clone?
Is my money safe with Russell Greer Wealth Management?
Who owns Russell Greer Wealth Management?
Who runs Russell Greer Wealth Management?
How long has Russell Greer Wealth Management been in business?
What do Russell Greer Wealth Management’s latest accounts show?
Does Russell Greer Wealth Management 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