Sussex Wealth Management Ltd

Reference number: 485667

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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.
  • Sussex Wealth Management Ltd (FRN 485667) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Sussex Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Sussex 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 sussexwealthmanagement.com first appeared online, and whether it can receive email
  • What kind of line 01444 817522 is
  • Who else gives the postcode RH17 5LP
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Other names (2)

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

  • iMap Your Finances Former name
  • Michele Pearson 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 name
SUSSEX WEALTH MANAGEMENT LIMITED
Company number
08142688
Company status
Active
Company type
Private limited company
Incorporated
13 July 2012 (14 years old)
Registered office
Kingfisher House Hurstwood Grange, Hurstwood Lane, Haywards Heath, West Sussex, RH17 7QX
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Michele Alexandra Pearson Director Nov 1967 13 Jul 2012 None
Ross John Shepperson Director Feb 1958 13 Jul 2012 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 31 July 2025Small company accountsNot audited

Net assets

£142k

−11% from £159k

Cash at bank

£28.6k

−67% from £86.5k

Employees (average)

2

−33% from 3

Owed within a year

£52.8k

+53% from £34.6k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 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 08142688. 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

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

2016

6 April 2016

  • Michele Alexandra Pearson became a part-owner (25–50% of shares)
  • Ross John Shepperson became a part-owner (25–50% of shares)

Companies House

2012

16 August 2012

  • Changed its registered name from "iMap Your Finances"

FCA register

13 July 2012

  • Incorporated at Companies House
  • Michele Alexandra Pearson appointed as a director
  • Ross John Shepperson appointed as a director

Companies House

2009

24 August 2009

  • Changed its registered name from "Michele Pearson"

FCA register

2008

3 July 2008

  • Became an appointed representative

FCA register

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

Firms like Sussex Wealth Management

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

In the Redhill (RH) postcode area

3D Financial Planning LtdReigateAppointed representativeAccolade Financial Planning LtdBurgess HillAppointed representativeAjay SonatunRedhillAppointed representativeAlan NorrisRedhillAppointed representativeAlastair ShepherdHorshamAppointed representativeAligned Wealth Financial Planning LtdHaywards HeathAppointed 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 Sussex 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
  • 7 years of accounts, charted
  • All 8 events in its history

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Frequently asked questions about this firm

Is Sussex Wealth Management Ltd FCA authorised?
Sussex Wealth Management Ltd (FRN 485667) 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 Sussex 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. Sussex Wealth Management Ltd (FRN 485667) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Sussex Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Sussex 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 Sussex Wealth Management’s phone number and website?
The FCA register lists the phone number 01444 817522 and the website sussexwealthmanagement.com for Sussex Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Sussex Wealth Management a scam or clone?
Sussex 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 Sussex Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Sussex Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Sussex Wealth Management?
Companies House lists 2 people with significant control of Sussex Wealth Management: Mrs Michele Alexandra Pearson (25–50% of shares) and Mr Ross John Shepperson (25–50% of shares).
Who runs Sussex Wealth Management?
Companies House lists 2 directors of Sussex Wealth Management: Michele Alexandra Pearson and Ross John Shepperson.
How long has Sussex Wealth Management been in business?
The company was formed on 13 July 2012.
What do Sussex Wealth Management’s latest accounts show?
Its latest accounts, to 31 July 2025, show net assets of £142k (−11% from £159k) and cash at bank of £28.6k (−67% from £86.5k).
Does Sussex Wealth Management use any other names?
It has previously used 2 other names: iMap Your Finances and Michele Pearson.

Sources and links

The full report on Sussex Wealth Management Ltd

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