RWM 2007 Limited

Reference number: 1016243

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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.
  • RWM 2007 Limited (FRN 1016243) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use RWM 2007's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from RWM 2007, 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 rhodeswealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01332 497670 is
  • Who else gives the postcode DE6 3BY
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Other names (1)

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

  • Rhodes Wealth Management 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
15555417
Company status
Active
Company type
Private limited company
Incorporated
12 March 2024 (2 years old)
Registered office
Express Works Luke Lane, Brailsford, Ashbourne, DE6 3BY, England
Nature of business
  • Activities of other holding companies not elsewhere classified (SIC 64209)
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Gurdeep Lall Director Apr 1986 12 Mar 2024 2 other companies
Tom Webster Director Jun 1982 12 Mar 2024 1 other company
Adam Richard Rhodes Director Sep 1979 27 Sep 2024 4 other companies

Other companies run by these 3 directors

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 companies
6
closed down
2
run together
1

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 3 directors run together
  • All 5 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£1.01m

+374% from £212k

Cash at bank

£506k

+147% from £205k

Employees (average)

30

+15% from 26

Owed within a year

£2.03m

+12% from £1.82m

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 15555417. 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

Rwm 2007’s history from the FCA register and Companies House, newest first.

Key events (6) All events (14)

2024

27 September 2024

  • Adam Richard Rhodes became a part-owner (25–50% of shares)
  • Lydia Rebecca Rhodes became a part-owner (25–50% of shares)

Companies House

27 July 2024

  • Became an appointed representative

FCA register

12 March 2024

  • Incorporated at Companies House
  • Gurdeep Lall gained significant control
  • Tom Webster gained significant control

Companies House

In the full report: all 14 events

  • All 14 events in its history (6 shown here)
  • Every director appointment and resignation: 7
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Firms like Rwm 2007

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

In Ashbourne

SRB Accountancy LimitedAshbourneAppointed representativeCooper Assurance Services LLPAshbourneAuthorised

In the Derby (DE) postcode area

Blossom Financial Planning LtdDerbyAppointed representativeAdams Wilkinson Finance LtdBurton-on-TrentAppointed representativeAevans Financial Services LtdAppointed representativeAlexanders Financial Planning LtdBurton-On-TrentAppointed 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 Rwm 2007

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 14 events in its history

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Frequently asked questions about this firm

Is RWM 2007 Limited FCA authorised?
RWM 2007 Limited (FRN 1016243) 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 Rwm 2007?
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. RWM 2007 Limited (FRN 1016243) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Rwm 2007's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Rwm 2007, 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 Rwm 2007’s phone number and website?
The FCA register lists the phone number 01332 497670 and the website rhodeswealthmanagement.co.uk for Rwm 2007. If you were given different contact details, use these to check with the firm before going any further.
Is Rwm 2007 a scam or clone?
Rwm 2007 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 Rwm 2007?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Rwm 2007's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Rwm 2007?
Companies House lists 4 people with significant control of Rwm 2007: Mr Adam Richard Rhodes (25–50% of shares), Mrs Lydia Rebecca Rhodes (25–50% of shares), Mr Tom Webster (significant influence or control) and Mr Gurdeep Lall (significant influence or control).
Who runs Rwm 2007?
Companies House lists 3 directors of Rwm 2007: Gurdeep Lall, Tom Webster and Adam Richard Rhodes.
How long has Rwm 2007 been in business?
The company was formed on 12 March 2024.
What do Rwm 2007’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £1.01m (+374% from £212k) and cash at bank of £506k (+147% from £205k).
Does Rwm 2007 use any other names?
It trades as Rhodes Wealth Management.

Sources and links

The full report on RWM 2007 Limited

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