Spire Wealth Management Ltd

Reference number: 918383

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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.
  • Spire Wealth Management Ltd (FRN 918383) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Spire Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Spire 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 spirewealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 07739 024573 is
  • Who else gives the postcode NR29 5HG
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Other names (1)

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

  • Benjamin Adam Yassin 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 number
13123278
Company status
Active
Company type
Private limited company
Incorporated
8 January 2021 (5 years old)
Registered office
The Old Court House, Court Road, Rollesby, Great Yarmouth, NR29 5HG, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Benjamin Adam Yassin Director Feb 1981 8 Jan 2021 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 31 March 2025Micro-entity accountsNot audited

Net assets

£341k

+32% from £259k

Employees (average)

2

Same as 2

Owed within a year

£164k

−10% from £182k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2022 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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 13123278. 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

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

2021

22 February 2021

  • Changed its registered name from "Benjamin Adam Yassin"

FCA register

1 February 2021

  • Wendy Yassin became a part-owner (25–50% of shares)

Companies House

10 January 2021

  • Wendy Jane Yassin stopped being a part-owner

Companies House

8 January 2021

  • Incorporated at Companies House
  • Benjamin Adam Yassin gained significant control
  • Wendy Jane Yassin became a part-owner (25–50% of shares)
  • Benjamin Adam Yassin appointed as a director

Companies House

2019

17 December 2019

  • Became an appointed representative
  • Began trading as "Spire Wealth Management"

FCA register

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

Firms like Spire Wealth Management

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

In Great Yarmouth

Chris Bain Financial Advice LtdGreat YarmouthAppointed representativeDaniel MorganGreat YarmouthAppointed representativeMAJ Financial Planning LtdGreat YarmouthAppointed representativeVictor MortlockGreat YarmouthAppointed representativeD O'Kane Financial Services LimitedGreat YarmouthAuthorisedE.s.n. Financial Services LLPGreat YarmouthAuthorised

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 Spire 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
  • 4 years of accounts, charted
  • All 9 events in its history

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Frequently asked questions about this firm

Is Spire Wealth Management Ltd FCA authorised?
Spire Wealth Management Ltd (FRN 918383) 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 Spire 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. Spire Wealth Management Ltd (FRN 918383) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Spire Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Spire 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 Spire Wealth Management’s phone number and website?
The FCA register lists the phone number 07739 024573 and the website spirewealth.co.uk for Spire Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Spire Wealth Management a scam or clone?
Spire 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 Spire Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Spire Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Spire Wealth Management?
Companies House lists 2 people with significant control of Spire Wealth Management: Mrs Wendy Yassin (25–50% of shares) and Mr Benjamin Adam Yassin (significant influence or control). Before that, it was controlled by Mrs Wendy Jane Yassin.
Who runs Spire Wealth Management?
Companies House lists one director of Spire Wealth Management: Benjamin Adam Yassin.
How long has Spire Wealth Management been in business?
The company was formed on 8 January 2021.
What do Spire Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £341k (+32% from £259k).
Does Spire Wealth Management use any other names?
It has previously used the name Benjamin Adam Yassin.

Sources and links

The full report on Spire Wealth Management Ltd

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