Stonebridge Wealth LLP
Reference number: 629090
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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 12 years
- Protected through the principal
- No FCA actions
- Active company since 2014
- Accounts filed up to 31 March 2025
- 1 thing worth a closer look in the background checks
Responsible principal firm
Quilter Financial Services Limited Reference number: 440703 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.
- Stonebridge Wealth LLP (FRN 629090) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Stonebridge Wealth's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Stonebridge 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
Senator House, 85 Queen Victoria Street, London, London, EC4V 4AB, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When stonebridgewealth.co.uk first appeared online, and whether it can receive email
- What kind of line 07718 481466 is
- Whether EC4V 4AB is a shared office: 32 other firms give it
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Quilter Financial Services 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, 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
- OC391228 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 17 February 2014 (12 years old)
- Registered office
- 3rd Floor 86 - 90 Paul Street, London, EC2A 4NE, England
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Louise Megan Dench | LLP designated member | Jul 1975 | 17 Feb 2014 | 1 other company |
| Hannah Cooper | LLP designated member | Jun 1981 | 1 Dec 2018 | 1 other company |
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
- All 4 people who have ever been directors, with their dates
Filed accounts and finances
Cash at bank
£524k
+6.1% from £493k
Employees (average)
3
Same as 3
Owed within a year
£11.4k
+34% from £8,454
The accounts for the year to 31 March 2025 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £889k, for the year to 31 March 2022.
In the full report: all 6 years of accounts
- Every year from 2020 to 2025
- 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 OC391228. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Stonebridge Wealth’s history from the FCA register and Companies House, newest first.
2018
1 December 2018
- Daniel Freeman stopped being a part-owner
- Hannah Cooper became a part-owner (25–50% of shares)
Companies House
2016
6 April 2016
- Daniel Freeman became a part-owner (25–50% of shares)
- Louise Megan Dench became a part-owner (25–50% of shares)
Companies House
2014
28 July 2014
- Became an appointed representative
FCA register
17 February 2014
- Incorporated at Companies House
Companies House
In the full report: all 12 events
- All 12 events in its history (6 shown here)
- Every director appointment and resignation: 6
Firms like Stonebridge Wealth
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In London
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Get the full report on Stonebridge Wealth
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, 1 flagged
- 6 years of accounts, charted
- All 12 events in its history
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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