Stonehaven Wealth Management Ltd

Reference number: 1023073

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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

Struan Financial Management Limited Reference number: 435492 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.
  • Stonehaven Wealth Management Ltd (FRN 1023073) is an AR of Struan Financial Management Limited (FRN 435492). When you use Stonehaven Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Stonehaven 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.

  • No website on the FCA register

  • Phone number

    07971 201506

  • Address

    128 Harboro Road, Sale, Trafford, M33 6QL, United Kingdom

In the full report: 2 background checks

  • What kind of line 07971 201506 is
  • Who else gives the postcode M33 6QL
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Struan Financial Management 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
16004761
Company status
Active
Company type
Private limited company
Incorporated
8 October 2024 (2 years old)
Registered office
7 Seager Way, Poole, Dorset, BH15 1YJ, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Deborah Anne Rogers Director Sep 1960 8 Oct 2024 1 other company
Strephon Davidson Swemmer Director Sep 1987 8 Oct 2024 None

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
still active
1
is FCA-registered
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 one on the FCA register
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Filed accounts and finances

Year to 31 October 2025Micro-entity accountsNot audited

Net assets

£31.5k

No earlier figure to compare

Employees (average)

2

No earlier figure to compare

Owed within a year

£21.4k

No earlier figure to compare

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 16004761. 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

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

2025

8 January 2025

  • Became an appointed representative

FCA register

2024

8 October 2024

  • Incorporated at Companies House
  • Deborah Anne Rogers became a part-owner (25–50% of shares)
  • Strephon Davidson Swemmer became a part-owner (25–50% of shares)
  • Deborah Anne Rogers appointed as a director
  • Strephon Davidson Swemmer appointed as a director

Companies House

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

Firms connected to Stonehaven Wealth Management

Other FCA-listed firms that share a director, phone number or address with Stonehaven Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share a director
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Stonehaven Wealth Management

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

In Sale

Dovetail Planning LimitedSaleAppointed representativeEleuterio Francisco Xavier MonteiroSaleAppointed representativeGwennan MastersSaleAppointed representativeMossbank Financial Planning LimitedSaleAppointed representativeProfectus Financial Planning LimitedSaleAppointed representativeSamuel DolphinSaleAppointed 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 Stonehaven 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
  • 2 background checks on its contact details
  • All 6 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Stonehaven Wealth Management Ltd FCA authorised?
Stonehaven Wealth Management Ltd (FRN 1023073) 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 Stonehaven 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. Stonehaven Wealth Management Ltd (FRN 1023073) is an AR of Struan Financial Management Limited (FRN 435492). When you use Stonehaven Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Stonehaven 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 Stonehaven Wealth Management’s phone number?
The FCA register lists the phone number 07971 201506 for Stonehaven Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Stonehaven Wealth Management a scam or clone?
Stonehaven 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 Stonehaven Wealth Management?
Protection works through Struan Financial Management Limited, the principal firm responsible for Stonehaven Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Stonehaven Wealth Management?
Companies House lists 2 people with significant control of Stonehaven Wealth Management: Mr Strephon Davidson Swemmer (25–50% of shares) and Ms Deborah Anne Rogers (25–50% of shares).
Who runs Stonehaven Wealth Management?
Companies House lists 2 directors of Stonehaven Wealth Management: Deborah Anne Rogers and Strephon Davidson Swemmer.
How long has Stonehaven Wealth Management been in business?
The company was formed on 8 October 2024.
What do Stonehaven Wealth Management’s latest accounts show?
Its latest accounts, to 31 October 2025, show net assets of £31.5k (no earlier figure to compare).

Sources and links

The full report on Stonehaven Wealth Management Ltd

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