Simpsons Wealth Management LLP

Reference number: 926201

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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

Best Practice IFA Group Limited Reference number: 223112 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.
  • Simpsons Wealth Management LLP (FRN 926201) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Simpsons Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Simpsons 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 simpsonswealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01323 734997 is
  • Who else gives the postcode BN21 4RY
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Best Practice IFA Group Limited, 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
OC365180
Company status
Active
Company type
Limited liability partnership
Incorporated
2 June 2011 (15 years old)
Registered office
30-34 North Street, Hailsham, BN27 1DW, England

Directors and company secretaries

Name Role Born Appointed Other companies
Sarah Andrea Smith LLP member Jun 1966 2 Jun 2011 None
Mark Alan Smith LLP designated member Dec 1963 2 Jun 2011 1 other company
SIMPSONS INDEPENDENT FINANCIAL ADVISERS LIMITED Corporate LLP member Not published 2 Jun 2011 None

Other companies run by these 3 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 company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 9 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Cash at bank

£9,685

No earlier figure to compare

Employees (average)

9

−10% from 10

Owed within a year

£69.5k

No earlier figure to compare

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • 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 OC365180. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (5) All events (19)

2022

30 September 2022

  • Mark Alan Smith became a part-owner (25–50% of shares)
  • Sarah Andrea Smith became a part-owner (25–50% of shares)
  • Simpsons Independent Financial Advisers Limited became a part-owner (25–50% of shares)

Companies House

2020

15 May 2020

  • Became an appointed representative

FCA register

2011

2 June 2011

  • Incorporated at Companies House

Companies House

In the full report: all 19 events

  • All 19 events in its history (5 shown here)
  • Every director appointment and resignation: 14
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Firms like Simpsons Wealth Management

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

In the Brighton (BN) postcode area

A F Tax Solutions LimitedHailshamAppointed representativeADR Financial ServicesNorth LancingAppointed representativeAgile Trading LimitedBrightonAppointed representativeAphex Financial Planning LtdWorthingAppointed representativeApricity Wealth Management UK LtdBrightonAppointed representativeAxis Wealth Management LtdBrightonAppointed 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 Simpsons Wealth Management

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 19 events in its history

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Frequently asked questions about this firm

Is Simpsons Wealth Management LLP FCA authorised?
Simpsons Wealth Management LLP (FRN 926201) 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 Simpsons 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. Simpsons Wealth Management LLP (FRN 926201) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Simpsons Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Simpsons 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 Simpsons Wealth Management’s phone number and website?
The FCA register lists the phone number 01323 734997 and the website simpsonswealth.co.uk for Simpsons Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Simpsons Wealth Management a scam or clone?
Simpsons 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 Simpsons Wealth Management?
Protection works through Best Practice IFA Group Limited, the principal firm responsible for Simpsons Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Simpsons Wealth Management?
Companies House lists 3 people with significant control of Simpsons Wealth Management: Mrs Sarah Andrea Smith (25–50% of votes), Mr Mark Alan Smith (25–50% of votes) and Simpsons Independent Financial Advisers Limited (25–50% of votes).
Who runs Simpsons Wealth Management?
Companies House lists 3 directors of Simpsons Wealth Management: Sarah Andrea Smith, Mark Alan Smith and Simpsons Independent Financial Advisers Limited.
How long has Simpsons Wealth Management been in business?
The company was formed on 2 June 2011.
What do Simpsons Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show cash at bank of £9,685 (no earlier figure to compare).

Sources and links

The full report on Simpsons Wealth Management LLP

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