Scope Wealth Management Ltd

Reference number: 935944

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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.

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.
  • Scope Wealth Management Ltd (FRN 935944) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Scope Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Scope 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 scopewealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 07359 018129 is
  • Who else gives the postcode PA1 3QS
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Other names (3)

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

  • Grant Morrison Former name: A name it was registered under before.
  • G M Financial Consulting Former trading name: A name it used to trade under.
  • Scope Financial Former trading name: A name it used to trade under.

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 status
Active
Company type
Private limited company
Incorporated
25 March 2024 (2 years old)
Registered office
15 Glasgow Road, Paisley, PA1 3QS, Scotland
Nature of business
  • Life insurance (SIC 65110)
  • Life reinsurance (SIC 65201)
  • Pension funding (SIC 65300)

Directors and company secretaries

Name Role Born Appointed Other companies
Grant Morrison Director May 1988 25 Mar 2024 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 31 March 2025Dormant company accountsNot audited

Net assets

£100

No earlier figure to compare

Cash at bank

£100

No earlier figure to compare

These accounts were filed as dormant: the company reported no significant trading in the period.

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 SC804408. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

2025

30 January 2025

  • Changed its registered name from "Grant Morrison"

FCA register

2024

25 March 2024

  • Incorporated at Companies House
  • Grant Morrison took control (75–100% of shares)

Companies House

2020

9 October 2020

  • Became an appointed representative

FCA register

In the full report: all 10 events

  • All 10 events in its history (4 shown here)
  • Every director appointment and resignation: 1
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Firms connected to Scope Wealth Management

Other FCA-listed firms that share a director, phone number or address with Scope Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Scope Wealth Management

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

In Paisley

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 Scope 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
  • All 10 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Scope Wealth Management Ltd FCA authorised?
Scope Wealth Management Ltd (FRN 935944) 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 Scope 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. Scope Wealth Management Ltd (FRN 935944) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Scope Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Scope 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 Scope Wealth Management’s phone number and website?
The FCA register lists the phone number 07359 018129 and the website scopewealthmanagement.co.uk for Scope Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Scope Wealth Management a scam or clone?
Scope 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 Scope Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Scope Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Scope Wealth Management?
Companies House lists one person with significant control of Scope Wealth Management: Mr Grant Morrison (75–100% of shares).
Who runs Scope Wealth Management?
Companies House lists one director of Scope Wealth Management: Grant Morrison.
How long has Scope Wealth Management been in business?
The company was formed on 25 March 2024.
What do Scope Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £100 (no earlier figure to compare) and cash at bank of £100 (no earlier figure to compare).
Does Scope Wealth Management use any other names?
It has previously used 3 other names: Grant Morrison, G M Financial Consulting and Scope Financial.

Sources and links

The full report on Scope Wealth Management Ltd

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