Sandycross Wealth Management LLP

Reference number: 515432

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

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 sandycrosswealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01435 869010 is
  • Who else gives the postcode TN21 8QR
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

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
OC350786
Company status
Active
Company type
Limited liability partnership
Incorporated
11 December 2009 (16 years old)
Registered office
Monkhurst House, Sandy Cross Lane, Heathfield, East Sussex, TN21 8QR

Directors and company secretaries

Name Role Born Appointed Other companies
Kimberley Dawn Hale LLP designated member Apr 1983 11 Dec 2009 1 other company
Mark Hale LLP designated member Apr 1976 11 Dec 2009 1 other company

Other companies run by these 2 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 company
1
still active
1
run together
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 2 directors run together
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Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Cash at bank

£58.0k

−11% from £65.1k

Employees (average)

3

+50% from 2

Owed within a year

£4,360

−2.5% from £4,473

The accounts for the year to 31 December 2025 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £420k, for the year to 31 December 2023.

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • 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.

Accounts filed at Companies House for company OC350786. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (6) All events (11)

2016

1 July 2016

  • Kimberley Dawn Hale became a part-owner (25–50% of shares)
  • Mark Hale became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2010

6 April 2010

  • Became authorised by the FCA

FCA register

26 February 2010

  • Regulated by the Financial Services Authority from this date

FCA register

2009

11 December 2009

  • Incorporated at Companies House

Companies House

In the full report: all 11 events

  • All 11 events in its history (6 shown here)
  • Every director appointment and resignation: 2
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Firms like Sandycross Wealth Management

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

In Heathfield

Focused Financial ServicesHeathfieldAuthorisedConrad Bose Wealth Management LtdHeathfieldAppointed representativeTrevor ColleyHeathfieldAppointed representativeZozma LtdHeathfieldAuthorised

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 Sandycross 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
  • 7 years of accounts, charted
  • All 11 events in its history

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Frequently asked questions about this firm

Is Sandycross Wealth Management LLP FCA authorised?
Yes, Sandycross Wealth Management LLP (FRN 515432) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2010 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Sandycross Wealth Management’s phone number and website?
The FCA register lists the phone number 01435 869010 and the website sandycrosswealth.co.uk for Sandycross Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Sandycross Wealth Management a scam or clone?
Sandycross 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 Sandycross Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Sandycross Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Sandycross Wealth Management?
Companies House lists 2 people with significant control of Sandycross Wealth Management: Mr Mark Hale (25–50% of votes) and Mrs Kimberley Dawn Hale (25–50% of votes).
Who runs Sandycross Wealth Management?
Companies House lists 2 directors of Sandycross Wealth Management: Kimberley Dawn Hale and Mark Hale.
How long has Sandycross Wealth Management been in business?
The company was formed on 11 December 2009, and has held its current FCA authorisation since April 2010.
What do Sandycross Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show cash at bank of £58.0k (−11% from £65.1k).

Sources and links

The full report on Sandycross Wealth Management LLP

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