Introducer appointed representative
This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.
- Appointed for 2 years
- Protected through the principal
- No FCA actions
- Active company since 2020
- Accounts filed up to 31 March 2025
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 View firm →What does this mean?
- An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
- The 6 Figure Bookkeeper Ltd (FRN 1006439) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not The 6 Figure Bookkeeper.
- Example: if The 6 Figure Bookkeeper refers you to a financial adviser, the advice should come from the principal firm, not from The 6 Figure Bookkeeper itself.
- 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.
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No website on the FCA register
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Phone number
-
Address
Trecregyn Villa, Parcllyn, Cardigan, Ceredigion, SA43 2DF, United Kingdom
In the full report: 2 background checks
- What kind of line 07854 074835 is
- Who else gives the postcode SA43 2DF
FCA permissions and consumer protection
- Protection through the principal firmProtection 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, freeYou 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
- 12434800 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 31 January 2020 (6 years old)
- Registered office
- 4th Floor 14 Museum Place, City Centre, Cardiff, CF10 3BH, Wales
- Nature of business
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- Management consultancy activities other than financial management (SIC 70229)
- Other business support service activities not elsewhere classified (SIC 82990)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Zoe Suzanne Whitman | Director | Mar 1983 | 31 Jan 2020 | 6 other companies |
| Joanne Michelle Wood | Director | Dec 1980 | 31 Jan 2020 | 5 other companies |
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 companies
- 7
- still active
- 6
- went insolvent
- 1
In the full report: all 7 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- The one that went into liquidation or administration
- The 4 companies these 2 directors run together
Filed accounts and finances
Net assets
£110
−99% from £17.4k
Cash at bank
£23.9k
−49% from £47.2k
Employees (average)
4
+100% from 2
Owed within a year
£48.5k
No earlier figure to compare
Assets and liabilities
In the full report: all 5 years of accounts
- Every year from 2021 to 2025
- The chart, over every year
- Every filed figure, year by year
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 12434800. 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
The 6 Figure Bookkeeper’s history from the FCA register and Companies House, newest first.
2025
31 March 2025
- Bookkeepers International Group Ltd took control (75–100% of shares)
- Joanne Michelle Wood stopped being a part-owner
- Zoe Suzanne Whitman stopped being a part-owner
Companies House
2023
25 November 2023
- Became an introducer appointed representative
FCA register
2020
31 January 2020
- Incorporated at Companies House
- Joanne Michelle Wood became a part-owner (25–50% of shares)
- Zoe Suzanne Whitman became a part-owner (25–50% of shares)
- Joanne Michelle Wood appointed as a director
- Zoe Suzanne Whitman appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms like The 6 Figure Bookkeeper
Other firms of the same type (financial adviser), nearest first.
In Cardigan
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 The 6 Figure Bookkeeper
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 7 other companies its directors have run, named
- 2 background checks on its contact details
- 5 years of accounts, charted
- All 9 events in its history
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk