Stephen Limbert Wealth Management Limited

Reference number: 801824

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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.
  • Stephen Limbert Wealth Management Limited (FRN 801824) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Stephen Limbert Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Stephen Limbert 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 stephenlimbertwealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01933 717048 is
  • Who else gives the postcode NN9 5TB
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Other names (1)

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

  • Stephen Limbert 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
13229426
Company status
Active
Company type
Private limited company
Incorporated
26 February 2021 (5 years old)
Registered office
48 Drayton Road, Irthlingborough, Northamptonshire, NN9 5TB, United Kingdom
Nature of business
  • Security and commodity contracts dealing activities (SIC 66120)

Directors and company secretaries

Name Role Born Appointed Other companies
Michelle Limbert Director Nov 1968 26 Feb 2021 1 other company
Stephen Limbert Director Jan 1964 26 Feb 2021 1 other company
Stephen Limbert Secretary Not published 26 Feb 2021 –

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 company
1
closed down
1
run together
1

In the full report: all 1 company, 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 1 company these 2 directors run together
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Filed accounts and finances

Year to 28 February 2026Micro-entity accountsNot audited

Net assets

£84.6k

+22% from £69.5k

Employees (average)

3

Same as 3

Owed within a year

£18.8k

−56% from £42.7k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2022 to 2026
  • 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 13229426. 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

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

Key events (5) All events (9)

2021

6 April 2021

  • Changed its registered name from "Stephen Limbert"

FCA register

26 February 2021

  • Incorporated at Companies House
  • Michelle Limbert became a part-owner (25–50% of shares)
  • Stephen Limbert became a part-owner (25–50% of shares)

Companies House

2018

15 February 2018

  • Became an appointed representative

FCA register

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Firms like Stephen Limbert Wealth Management

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

In the Northampton (NN) postcode area

Accuma Financial Planning LtdNorthamptonAppointed representativeAll Saints Financial LLPNorthamptonAppointed representativeAttain Financial Solutions LtdWellingboroughAppointed representativeBarfield Financial Advisors LtdNorthamptonAppointed representativeBarfield Wealth LtdNorthamptonAppointed representativeBethani BruceBrackleyAppointed 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 Stephen Limbert 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
  • 5 years of accounts, charted
  • All 9 events in its history

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Frequently asked questions about this firm

Is Stephen Limbert Wealth Management Limited FCA authorised?
Stephen Limbert Wealth Management Limited (FRN 801824) 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 Stephen Limbert 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. Stephen Limbert Wealth Management Limited (FRN 801824) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Stephen Limbert Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Stephen Limbert 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 Stephen Limbert Wealth Management’s phone number and website?
The FCA register lists the phone number 01933 717048 and the website stephenlimbertwealthmanagement.co.uk for Stephen Limbert Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Stephen Limbert Wealth Management a scam or clone?
Stephen Limbert 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 Stephen Limbert Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Stephen Limbert Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Stephen Limbert Wealth Management?
Companies House lists 2 people with significant control of Stephen Limbert Wealth Management: Mrs Michelle Limbert (25–50% of shares) and Mr Stephen Limbert (25–50% of shares).
Who runs Stephen Limbert Wealth Management?
Companies House lists 2 directors of Stephen Limbert Wealth Management: Michelle Limbert and Stephen Limbert.
How long has Stephen Limbert Wealth Management been in business?
The company was formed on 26 February 2021.
What do Stephen Limbert Wealth Management’s latest accounts show?
Its latest accounts, to 28 February 2026, show net assets of £84.6k (+22% from £69.5k).
Does Stephen Limbert Wealth Management use any other names?
It has previously used the name Stephen Limbert.

Sources and links

The full report on Stephen Limbert Wealth Management Limited

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