Summit Wealth Ltd

Reference number: 840354

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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.

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.
  • Summit Wealth Ltd (FRN 840354) is an AR of New Leaf Distribution Limited (FRN 460421). When you use Summit Wealth's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Summit 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.

  • No website on the FCA register

  • Phone number

    01702 431130

    Also given by a firm that is no longer authorised. Check you are dealing with the firm on this page.

  • Address

    57 Knole Road, Dartford, Kent, DA1 3JN, United Kingdom

In the full report: 2 background checks

  • What kind of line 01702 431130 is, and the 152 other firms that give it
  • Who else gives the postcode DA1 3JN
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through New Leaf Distribution 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 status
Active
Company type
Private limited company
Incorporated
1 April 2019 (7 years old)
Registered office
57 Knole Road, Dartford, DA1 3JN, England
Nature of business
  • Activities of mortgage finance companies (SIC 64922)
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Lee Hockins Director Mar 1990 1 Apr 2019 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Net assets

£66.8k

+28% from £52.1k

Cash at bank

£74.5k

No earlier figure to compare

Employees (average)

1

Same as 1

Owed within a year

£7,680

−2.7% from £7,890

Net assets

In the full report: all 6 years of accounts

  • Every year from 2020 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 11919726. 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

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

2020

11 January 2020

  • Jordan Thomas Noyes stopped being a part-owner

Companies House

2019

16 April 2019

  • Became an appointed representative

FCA register

1 April 2019

  • Incorporated at Companies House
  • Jordan Thomas Noyes became a part-owner (25–50% of shares)
  • Lee Hockins became a part-owner (25–50% of shares)

Companies House

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Summit Wealth

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

connected firms
12
share its phone number
12

In the full report: all 12 connected firms, named

  • How each is linked: the same phone number (12)
  • Who links each one: the named directors, with dates
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Firms like Summit Wealth

Other firms of the same type (insurance broker), nearest first.

In Dartford

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 Summit Wealth

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
  • 2 background checks on its contact details
  • 6 years of accounts, charted
  • All 8 events in its history
  • 12 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Summit Wealth Ltd FCA authorised?
Summit Wealth Ltd (FRN 840354) 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 Summit Wealth?
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. Summit Wealth Ltd (FRN 840354) is an AR of New Leaf Distribution Limited (FRN 460421). When you use Summit Wealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Summit 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.
What is Summit Wealth’s phone number?
The FCA register lists the phone number 01702 431130 for Summit Wealth. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 152 other FCA firms, one of which is no longer authorised.
Is Summit Wealth a scam or clone?
Summit Wealth 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 Summit Wealth?
Protection works through New Leaf Distribution Limited, the principal firm responsible for Summit Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Summit Wealth?
Companies House lists one person with significant control of Summit Wealth: Mr Lee Hockins (25–50% of shares). Before that, it was controlled by Mr Jordan Thomas Noyes.
Who runs Summit Wealth?
Companies House lists one director of Summit Wealth: Lee Hockins.
How long has Summit Wealth been in business?
The company was formed on 1 April 2019.
What do Summit Wealth’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £66.8k (+28% from £52.1k) and cash at bank of £74.5k (no earlier figure to compare).

Sources and links

The full report on Summit Wealth Ltd

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