Sharon Calderini Wealth Management Limited

Reference number: 825603

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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.
  • Sharon Calderini Wealth Management Limited (FRN 825603) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Sharon Calderini Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Sharon Calderini 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, 1 thing worth a closer look

  • When pinnaclewealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 07828 983933 is
  • Whether E14 5AB is a shared office: 26 other firms give it
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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
09033016
Company status
Active
Company type
Private limited company
Incorporated
9 May 2014 (12 years old)
Registered office
C/O Hillier Hopkins Llp First Floor, Radius House, 51 Clarendon Road, Watford, Hertfordshire, WD17 1HP, United Kingdom
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
Sharon Calderini Director Apr 1986 9 May 2014 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

Year to 31 August 2025Full accountsNot audited

Net assets

£318k

−46% from £593k

Cash at bank

£61.1k

+14% from £53.6k

Employees (average)

2

Same as 2

Owed within a year

£336k

+26% from £267k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 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.

Accounts filed at Companies House for company 09033016. 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

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

Key events (5) All events (8)

2026

10 March 2026

  • Mr Sebastien Calderini stopped being a part-owner

Companies House

2019

1 August 2019

  • Mr Sebastien Calderini became a part-owner (25–50% of shares)

Companies House

2018

9 November 2018

  • Became an appointed representative

FCA register

2017

6 April 2017

  • Sharon Calderini took control (75–100% of shares)

Companies House

2014

9 May 2014

  • Incorporated at Companies House

Companies House

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 3
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Firms like Sharon Calderini Wealth Management

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

In London

SIX Financial Information UK LimitedLondonAppointed representativeMagellan Investment Partners (UK) LimitedLondonAppointed representativeMoonfare UK LimitedLondonAppointed representativeAlpha FX Institutional LimitedLondonAppointed representativeLCP Capital Solutions LimitedLondonAppointed representativeBrighton Park Capital UK LimitedLondonAppointed 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 Sharon Calderini 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, 1 flagged
  • 7 years of accounts, charted
  • All 8 events in its history

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Frequently asked questions about this firm

Is Sharon Calderini Wealth Management Limited FCA authorised?
Sharon Calderini Wealth Management Limited (FRN 825603) 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 Sharon Calderini 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. Sharon Calderini Wealth Management Limited (FRN 825603) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Sharon Calderini Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Sharon Calderini 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 Sharon Calderini Wealth Management’s phone number and website?
The FCA register lists the phone number 07828 983933 and the website pinnaclewealth.co.uk/consultants/sharon-calderini for Sharon Calderini Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Sharon Calderini Wealth Management a scam or clone?
Sharon Calderini 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 Sharon Calderini Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Sharon Calderini Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Sharon Calderini Wealth Management?
Companies House lists one person with significant control of Sharon Calderini Wealth Management: Mrs Sharon Calderini (75–100% of shares). Before that, it was controlled by Mr Mr Sebastien Calderini.
Who runs Sharon Calderini Wealth Management?
Companies House lists one director of Sharon Calderini Wealth Management: Sharon Calderini.
How long has Sharon Calderini Wealth Management been in business?
The company was formed on 9 May 2014.
What do Sharon Calderini Wealth Management’s latest accounts show?
Its latest accounts, to 31 August 2025, show net assets of £318k (−46% from £593k) and cash at bank of £61.1k (+14% from £53.6k).

Sources and links

The full report on Sharon Calderini Wealth Management Limited

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