Simon Jones Wealth Management Ltd

Reference number: 419596

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.
  • Simon Jones Wealth Management Ltd (FRN 419596) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Simon Jones Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Simon Jones 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.uk first appeared online, and whether it can receive email
  • What kind of line 01452 883264 is
  • Who else gives the postcode GL2 7LZ
Instant PDF download
Other names (1)

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

  • Simon Jones Former 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 name
SIMON JONES WEALTH MANAGEMENT LIMITED
Company number
07705442
Company status
Active
Company type
Private limited company
Incorporated
14 July 2011 (15 years old)
Registered office
Tilia Barn Standish Lane, Standish Lane, Gloucester, GL2 7LZ
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Simon John Jones Director Oct 1961 14 Jul 2011 2 other companies

Other companies run by its director

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 companies
2
closed down
2

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
Instant PDF download

Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£1.30m

+6.3% from £1.22m

Cash at bank

£6,856

+53% from £4,495

Employees (average)

3

−25% from 4

Owed within a year

£71.0k

<1% from £71.0k

No turnover or profit for the year to 31 March 2026: the accounts print them but do not tag them. The last tagged figures are £329k turnover and £212k profit, for the year to 31 March 2023.

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 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.

Accounts filed at Companies House for company 07705442. 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

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

2016

6 April 2016

  • Amber Prosser-Jones became a part-owner (25–50% of shares)
  • Simon John Jones became the majority owner (50–75% of shares)

Companies House

2011

2 December 2011

  • Changed its registered name from "Simon Jones"

FCA register

14 July 2011

  • Incorporated at Companies House
  • Simon John Jones appointed as a director

Companies House

2005

4 January 2005

  • Became an appointed representative

FCA register

Director appointments and resignations, and trading names, appear under All events.

Firms like Simon Jones Wealth Management

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

In the Gloucester (GL) postcode area

ACG Financial LimitedWotton-Under-EdgeAppointed representativeAlexander WheelerStroudAppointed representativeAmir MahvanCheltenhamAppointed representativeAnderson Wealth Advice LimitedCheltenhamAppointed representativeAndrew ShawGloucesterAppointed representativeAngus CarmichaelCheltenhamAppointed 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 Simon Jones Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 6 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Simon Jones Wealth Management Ltd FCA authorised?
Simon Jones Wealth Management Ltd (FRN 419596) 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 Simon Jones 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. Simon Jones Wealth Management Ltd (FRN 419596) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Simon Jones Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Simon Jones 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 Simon Jones Wealth Management’s phone number and website?
The FCA register lists the phone number 01452 883264 and the website sjpp.co.uk/simonjones for Simon Jones Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Simon Jones Wealth Management a scam or clone?
Simon Jones 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 Simon Jones Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Simon Jones Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Simon Jones Wealth Management?
Companies House lists 2 people with significant control of Simon Jones Wealth Management: Mr Simon John Jones (50–75% of shares) and Amber Prosser-Jones (25–50% of shares).
Who runs Simon Jones Wealth Management?
Companies House lists one director of Simon Jones Wealth Management: Simon John Jones.
How long has Simon Jones Wealth Management been in business?
The company was formed on 14 July 2011.
What do Simon Jones Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £1.30m (+6.3% from £1.22m) and cash at bank of £6,856 (+53% from £4,495).
Does Simon Jones Wealth Management use any other names?
It has previously used the name Simon Jones.

Sources and links

The full report on Simon Jones Wealth Management Ltd

£19.99 · Instant PDF download

Loading secure checkout…