Sovereign Wealth Limited
Reference number: 471459
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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.
- Appointed for 19 years
- Protected through the principal
- No FCA actions
- Active company since 2010
- Accounts filed up to 31 December 2025
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 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.
- Sovereign Wealth Limited (FRN 471459) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Sovereign Wealth's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Sovereign 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.
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Phone number
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Address
1285 Century Way, Thorpe Park, Leeds, West Yorkshire, LS15 8ZB, United Kingdom
In the full report: 3 background checks
- When sovereign-wealth.co.uk first appeared online, and whether it can receive email
- What kind of line 0113 254 9666 is
- Who else gives the postcode LS15 8ZB
Other names (5)
If you were contacted under any of these names, it is this firm.
- Deal Assured Trading name: A name it trades under now.
- Charles Mardon Former name: A name it was registered under before.
- Sovereign Wealth LLP Former name: A name it was registered under before.
- Sovereign Wealth Management Former trading name: A name it used to trade under.
- Sovereign Wealth Private Clients Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Protection through the principal firmProtection 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, freeYou 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
- 07115386 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 4 January 2010 (16 years old)
- Registered office
- 1285 Century Way Thorpe Park, Leeds, LS15 8ZB, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Charles James Mardon | Director | Aug 1979 | 4 Jan 2010 | 44 other companies |
| Janette Mardon | Director | Aug 1979 | 4 Jan 2010 | 31 other companies |
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
- 44
- closed down
- 11
- are FCA-registered
- 2
In the full report: all 44 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
- The 2 on the FCA register
- The 31 companies these 2 directors run together
Filed accounts and finances
Profit before tax
−£4.68m
Down £2.64m from −£2.04m
Net assets
£3.14m
−59% from £7.62m
Cash at bank
£200k
−67% from £608k
Owed within a year
£6.75m
−69% from £21.8m
Profit before tax
In the full report: all 5 years of accounts
- Every year from 2019 to 2025
- Both charts, over every year
- Every filed figure, year by year
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 07115386. 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
Sovereign Wealth’s history from the FCA register and Companies House, newest first.
2023
17 March 2023
- Sovereign Advisory LLP gave up control
- Sovereign Wealth Holdings Ltd took control (75–100% of shares)
Companies House
2020
19 December 2020
- Charles James Mardon stopped being a part-owner
- Janette Mardon stopped being a part-owner
- Sovereign Advisory LLP took control (75–100% of shares)
Companies House
9 December 2020
- Changed its registered name from "Sovereign Wealth LLP"
FCA register
2016
6 April 2016
- Charles James Mardon became a part-owner (25–50% of shares)
- Janette Mardon became a part-owner (25–50% of shares)
Companies House
2010
28 June 2010
- Changed its registered name from "Charles Mardon"
FCA register
4 January 2010
- Incorporated at Companies House
Companies House
2007
10 August 2007
- Became an appointed representative
FCA register
In the full report: all 18 events
- All 18 events in its history (11 shown here)
- Every director appointment and resignation: 2
Firms connected to Sovereign Wealth
Other FCA-listed firms that share a director, phone number or address with Sovereign Wealth. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share a director
- 2
In the full report: all 2 connected firms, named
- How each is linked: shared directors (2)
- Who links each one: the named directors, with dates
Firms like Sovereign Wealth
Other firms of the same type (financial adviser), nearest first.
In Leeds
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 Sovereign Wealth
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 44 other companies its directors have run, named
- 3 background checks on its contact details
- 5 years of accounts, charted
- All 18 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk