Thaker Wealth Ltd

Reference number: 981041

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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.
  • Thaker Wealth Ltd (FRN 981041) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Thaker Wealth's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Thaker 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.

In the full report: 3 background checks

  • When thakerwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 07919 353381 is
  • Who else gives the postcode OX11 6EE
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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 number
14264779
Company status
Active
Company type
Private limited company
Incorporated
29 July 2022 (4 years old)
Registered office
Thaker Wealth Ltd, Suite A 82 James Carter Road, Mildenhall, Bury St. Edmunds, IP28 7DE, England
Nature of business
  • Activities of financial services holding companies (SIC 64205)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Other service activities not elsewhere classified (SIC 96090)

Directors and company secretaries

Name Role Born Appointed Other companies
Melanie Thaker Director Oct 1987 29 Jul 2022 None
Pawan Thaker Director Aug 1984 29 Jul 2022 None
Pawan Thaker Secretary Not published 29 Jul 2022 –

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 2025Micro-entity accountsNot audited

Net assets

£178k

+135% from £75.7k

Employees (average)

2

Same as 2

Owed within a year

£31.8k

+41% from £22.5k

Assets and liabilities

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 14264779. 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

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

2022

16 August 2022

  • Became an appointed representative

FCA register

29 July 2022

  • Incorporated at Companies House
  • Melanie Thaker became a part-owner (25–50% of shares)
  • Pawan Thaker became a part-owner (25–50% of shares)
  • Melanie Thaker appointed as a director
  • Pawan Thaker appointed as a director

Companies House

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

Firms like Thaker Wealth

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

In Didcot

Clare BartonDidcotAppointed representative

In the Oxford (OX) postcode area

Allen & Schofield Financial ConsultantsBanburyAppointed representativeAndrew John HerringtonOxfordshireAppointed representativeAndrews Duckett LtdWitneyAppointed representativeAnns and Grange AssociatesWantageAppointed representativeAnthony PoundOxfordAppointed 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 Thaker 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
  • 3 background checks on its contact details
  • All 6 events in its history

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Frequently asked questions about this firm

Is Thaker Wealth Ltd FCA authorised?
Thaker Wealth Ltd (FRN 981041) 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 Thaker 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. Thaker Wealth Ltd (FRN 981041) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Thaker Wealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Thaker 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 Thaker Wealth’s phone number and website?
The FCA register lists the phone number 07919 353381 and the website thakerwealth.co.uk for Thaker Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is Thaker Wealth a scam or clone?
Thaker 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 Thaker Wealth?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Thaker Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Thaker Wealth?
Companies House lists 2 people with significant control of Thaker Wealth: Mrs Melanie Thaker (25–50% of shares) and Mr Pawan Thaker (25–50% of shares).
Who runs Thaker Wealth?
Companies House lists 2 directors of Thaker Wealth: Melanie Thaker and Pawan Thaker.
How long has Thaker Wealth been in business?
The company was formed on 29 July 2022.
What do Thaker Wealth’s latest accounts show?
Its latest accounts, to 31 July 2025, show net assets of £178k (+135% from £75.7k).

Sources and links

The full report on Thaker Wealth Ltd

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