Seven Wealth Ltd

Reference number: 747546

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.

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.
  • Seven Wealth Ltd (FRN 747546) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Seven Wealth's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Seven Wealth, 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 seven-wealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 07811 118109 is
  • Who else gives the postcode G2 3EH
Instant PDF download
Other names (3)

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

  • Chris Cassidy Former name
  • Cassidy Financial Solutions Former trading name
  • Chris Cassidy Wealth Management 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
SC685314
Company status
Active
Company type
Private limited company
Incorporated
7 January 2021 (5 years old)
Registered office
112a C/O Digits Accountancy, 112a Cumbernauld Road, Muirhead, Glasgow, G69 9AA, Scotland
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Christopher Cassidy Director Jan 1981 7 Jan 2021 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
Instant PDF download

Filed accounts and finances

Year to 31 January 2026Micro-entity accountsNot audited

Net assets

£25.5k

−55% from £57.1k

Employees (average)

1

Same as 1

Owed within a year

£22.3k

Up £22.3k from £0

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2022 to 2026
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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 SC685314. 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

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

Key events (4) All events (10)

2021

20 May 2021

  • Changed its registered name from "Chris Cassidy"

FCA register

7 January 2021

  • Incorporated at Companies House
  • Christopher Cassidy took control (75–100% of shares)

Companies House

2016

19 May 2016

  • 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
Instant PDF download

Firms like Seven Wealth

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

In Glasgow

A and A Accounting LtdGlasgowAppointed representativeA Henderson Financial Planning LtdGlasgowAppointed representativeAlexander Campbell McLaughlanGlasgowAppointed representativeAnderson Mortgages (Scotland) LimitedGlasgowAppointed representativeAnthony Blake Financial Planning LtdGlasgowAppointed representativeBlackmount Private Wealth LimitedGlasgowAppointed 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 Seven Wealth

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
  • 5 years of accounts, charted
  • All 10 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Seven Wealth Ltd FCA authorised?
Seven Wealth Ltd (FRN 747546) 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 Seven Wealth?
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. Seven Wealth Ltd (FRN 747546) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Seven Wealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Seven Wealth, 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 Seven Wealth’s phone number and website?
The FCA register lists the phone number 07811 118109 and the website seven-wealth.co.uk for Seven Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is Seven Wealth a scam or clone?
Seven Wealth 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 Seven Wealth?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Seven Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Seven Wealth?
Companies House lists one person with significant control of Seven Wealth: Mr Christopher Cassidy (75–100% of shares).
Who runs Seven Wealth?
Companies House lists one director of Seven Wealth: Christopher Cassidy.
How long has Seven Wealth been in business?
The company was formed on 7 January 2021.
What do Seven Wealth’s latest accounts show?
Its latest accounts, to 31 January 2026, show net assets of £25.5k (−55% from £57.1k).
Does Seven Wealth use any other names?
It has previously used 3 other names: Chris Cassidy, Cassidy Financial Solutions and Chris Cassidy Wealth Management.

Sources and links

The full report on Seven Wealth Ltd

£19.99 · Instant PDF download

Loading secure checkout…