Tait Wealth Management Ltd

Reference number: 530297

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No longer an appointed representative

This firm is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Registration ended 23 August 2010.

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.

  • Last known website

    taitwealthmanagement.co.uk

  • Last known phone number

    07766 074005

  • Last known address

    13 Fitzroy Place, Glasgow, G3 7RW, United Kingdom

In the full report: 3 background checks, 1 thing worth a closer look

  • When taitwealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 07766 074005 is
  • Who else gives the postcode G3 7RW
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Other names (3)

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

  • Tait Financial Trading name
  • Stephen Tait Former name
  • Tait Wealth Management Limited Former name

Past FCA permissions and consumer protection

  • The record is closed
    Cover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.

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
SC445587
Company status
Active
Company type
Private limited company
Incorporated
20 March 2013 (13 years old)
Registered office
Flat 0/1 30 Calderwood Road, Glasgow, G43 2RU, Scotland
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Stephen James Tait Director Oct 1976 20 Mar 2013 None
Lynsey Tait Director Jan 1978 25 Apr 2025 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 March 2025Small company accountsNot audited

Net assets

£429k

+1.4% from £423k

Cash at bank

£133k

−11% from £150k

Employees (average)

2

Same as 2

Owed within a year

£34.2k

−58% from £81.5k

Assets and liabilities

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 SC445587. 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

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

Key events (5) All events (8)

2026

22 April 2026

  • Changed its registered name from "Tait Wealth Management Limited"

FCA register

2016

6 April 2016

  • Stephen James Tait took control (75–100% of shares)

Companies House

2013

29 October 2013

  • Changed its registered name from "Stephen Tait"

FCA register

20 March 2013

  • Incorporated at Companies House

Companies House

2010

23 August 2010

  • Stopped being an appointed representative

FCA register

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Firms connected to Tait Wealth Management

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

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Tait Wealth Management

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

In Glasgow

Advanced Asset Consultants LimitedGlasgowAuthorisedAdvanta Direct LtdGlasgowAuthorisedAlistair Craig Financial Services LtdGlasgowAuthorisedAml Associates Financial Services Ltd.GlasgowAuthorisedAvoca Wealth Management LtdGlasgowAuthorisedBegley Brown Financial Solutions Ltd.GlasgowAuthorised

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 Tait 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, 1 flagged
  • 6 years of accounts, charted
  • All 8 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Tait Wealth Management Ltd FCA authorised?
No. Tait Wealth Management Ltd (FRN 530297) is still listed on the FCA register, but the record is closed: no longer an appointed representative.
Is Tait Wealth Management a scam or clone?
Tait Wealth Management is not currently authorised by the FCA. Be cautious and verify any firm on the FCA register before dealing with it.
Is my money safe with Tait Wealth Management?
Money you handed over while it was authorised generally keeps its protection: FSCS covers firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading. New business with Tait Wealth Management has no cover, because it is no longer permitted to carry it out.
Who owns Tait Wealth Management?
Companies House lists one person with significant control of Tait Wealth Management: Mr Stephen James Tait (75–100% of shares).
Who runs Tait Wealth Management?
Companies House lists 2 directors of Tait Wealth Management: Stephen James Tait and Lynsey Tait.
How long has Tait Wealth Management been in business?
The company was formed on 20 March 2013.
What do Tait Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £429k (+1.4% from £423k) and cash at bank of £133k (−11% from £150k).
Does Tait Wealth Management use any other names?
It trades as Tait Financial. It has previously used 2 other names: Stephen Tait and Tait Wealth Management Limited.

Sources and links

The full report on Tait Wealth Management Ltd

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