Simone Wealth Management Limited

Reference number: 1011496

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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.
  • Simone Wealth Management Limited (FRN 1011496) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Simone Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Simone 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 simonewealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 07948 432919 is
  • Who else gives the postcode ME15 0DE
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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
15514557
Company status
Active
Company type
Private limited company
Incorporated
22 February 2024 (2 years old)
Registered office
12 Adbert Drive, Maidstone, ME15 0DE, United Kingdom
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Alessandro Leonardo Robert Simone Director May 1999 22 Feb 2024 1 other company
Eros Simone Director Feb 1971 22 Feb 2024 5 other companies
Eros Simone Secretary Not published 22 Feb 2024 –

Other companies run by these 2 directors

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
6
closed down
2
still active
4

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 28 February 2025Small company accountsNot audited

Total equity

£1,110

No earlier figure to compare

Cash at bank

£5,510

No earlier figure to compare

Employees (average)

2

No earlier figure to compare

Owed within a year

£6,799

No earlier figure to compare

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 15514557. 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

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

2024

21 May 2024

  • Became an appointed representative

FCA register

22 February 2024

  • Incorporated at Companies House
  • Alessandro Leonardo Robert Simone became a part-owner (25–50% of shares)
  • Eros Simone became a part-owner (25–50% of shares)
  • Alessandro Leonardo Robert Simone appointed as a director
  • Eros Simone appointed as a director

Companies House

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

Firms like Simone Wealth Management

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

In Maidstone

Allied Luptons LimitedMaidstoneAppointed representativeAnnie DrylieMaidstoneAppointed representativeBullivant Wealth Management LtdMaidstoneAppointed representativeDouble Two Financial Planning LtdMaidstoneAppointed representativeGordon Associates LtdMaidstoneAppointed representativeGraham AlnerMaidstoneAppointed 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 Simone Wealth Management

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

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 6 events in its history

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Frequently asked questions about this firm

Is Simone Wealth Management Limited FCA authorised?
Simone Wealth Management Limited (FRN 1011496) 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 Simone 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. Simone Wealth Management Limited (FRN 1011496) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Simone Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Simone 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 Simone Wealth Management’s phone number and website?
The FCA register lists the phone number 07948 432919 and the website simonewealthmanagement.co.uk for Simone Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Simone Wealth Management a scam or clone?
Simone 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 Simone Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Simone Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Simone Wealth Management?
Companies House lists 2 people with significant control of Simone Wealth Management: Mr Eros Simone (25–50% of shares) and Mr Alessandro Leonardo Robert Simone (25–50% of shares).
Who runs Simone Wealth Management?
Companies House lists 2 directors of Simone Wealth Management: Alessandro Leonardo Robert Simone and Eros Simone.
How long has Simone Wealth Management been in business?
The company was formed on 22 February 2024.
What do Simone Wealth Management’s latest accounts show?
Its latest accounts, to 28 February 2025, show total equity of £1,110 (no earlier figure to compare) and cash at bank of £5,510 (no earlier figure to compare).

Sources and links

The full report on Simone Wealth Management Limited

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