Sean Kerry Wealth Management Limited

Reference number: 484391

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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.
  • Sean Kerry Wealth Management Limited (FRN 484391) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Sean Kerry Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Sean Kerry 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 sjpp.co.ukseankerry first appeared online, and whether it can receive email
  • What kind of line 01553 675061 is
  • Who else gives the postcode PE30 3SP
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Other names (2)

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

  • Sean Kerry Former name
  • Cambridge Wealth Management (Sean Kerry) 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
09105947
Company status
Active
Company type
Private limited company
Incorporated
27 June 2014 (12 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Administration of financial markets (SIC 66110)

Directors and company secretaries

Name Role Born Appointed Other companies
Kirsten Anne Kerry Director Apr 1971 27 Jun 2014 None
Sean Patrick Kerry Director Nov 1968 27 Jun 2014 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 30 June 2025Small company accountsNot audited

Net assets

£108k

+3.3% from £105k

Cash at bank

£83.0k

−17% from £99.4k

Employees (average)

2

Same as 2

Owed within a year

£55.5k

−30% from £79.2k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 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 09105947. 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

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

Key events (5) All events (9)

2022

27 June 2022

  • Kirsten Anne Kerry became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • Sean Patrick Kerry became a part-owner (25–50% of shares)

Companies House

2014

26 September 2014

  • Changed its registered name from "Sean Kerry"

FCA register

27 June 2014

  • Incorporated at Companies House

Companies House

2008

9 June 2008

  • 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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Firms like Sean Kerry Wealth Management

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

In King's Lynn

Chalk Farm Financial Planning LtdKing's LynnAppointed representativeDavid IrvingKing's LynnAppointed representativeDominic HughesKing's LynnAppointed representativeHayley Steeles Financial Planning LimitedKing's LynnAppointed representativeJ & E AllenKing's LynnAppointed representativeMacLean Securities LimitedKing's LynnAppointed 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 Sean Kerry 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
  • 6 years of accounts, charted
  • All 9 events in its history

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Frequently asked questions about this firm

Is Sean Kerry Wealth Management Limited FCA authorised?
Sean Kerry Wealth Management Limited (FRN 484391) 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 Sean Kerry 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. Sean Kerry Wealth Management Limited (FRN 484391) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Sean Kerry Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Sean Kerry 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 Sean Kerry Wealth Management’s phone number and website?
The FCA register lists the phone number 01553 675061 and the website sjpp.co.ukseankerry for Sean Kerry Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Sean Kerry Wealth Management a scam or clone?
Sean Kerry 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 Sean Kerry Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Sean Kerry Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Sean Kerry Wealth Management?
Companies House lists 2 people with significant control of Sean Kerry Wealth Management: Mrs Kirsten Anne Kerry (25–50% of shares) and Mr Sean Patrick Kerry (25–50% of shares).
Who runs Sean Kerry Wealth Management?
Companies House lists 2 directors of Sean Kerry Wealth Management: Kirsten Anne Kerry and Sean Patrick Kerry.
How long has Sean Kerry Wealth Management been in business?
The company was formed on 27 June 2014.
What do Sean Kerry Wealth Management’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £108k (+3.3% from £105k) and cash at bank of £83.0k (−17% from £99.4k).
Does Sean Kerry Wealth Management use any other names?
It has previously used 2 other names: Sean Kerry and Cambridge Wealth Management (Sean Kerry).

Sources and links

The full report on Sean Kerry Wealth Management Limited

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