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.
- Appointed for 15 years
- Protected through the principal
- No FCA actions
- Active company since 2018
- 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 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.
- The Kennedy Wealth Management Practice Limited (FRN 536167) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use The Kennedy Wealth Management Practice's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from The Kennedy Wealth Management Practice, 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.
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No website on the FCA register
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Phone number
-
Address
No 5 The Heights, Weybridge, Surrey, KT13 0NY, United Kingdom
In the full report: 2 background checks
- What kind of line 01932 844780 is
- Who else gives the postcode KT13 0NY
Other names (4)
If you were contacted under any of these names, it is this firm.
- Anthony Kennedy and Michelle Kennedy Former name: A name it was registered under before.
- Kennedy Wealth Management Former name: A name it was registered under before.
- Kennedy Wealth Management Ltd Former name: A name it was registered under before.
- Kennedy Wealth Management Partnership Former trading name: A name it used to trade under.
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
- 11297363 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 7 April 2018 (8 years old)
- Registered office
- 5 Godalming Business Centre, Woolsack Way, Godalming, Surrey, GU7 1XW, United Kingdom
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Anthony Kennedy | Director | Dec 1972 | 7 Apr 2018 | 1 other company |
Other companies run by its director
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 company
- 1
- closed down
- 1
In the full report: all 1 company, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
- All 2 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£1.74m
+13% from £1.54m
Cash at bank
£566k
+30% from £436k
Employees (average)
8
+33% from 6
Owed within a year
£155k
+1.6% from £152k
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
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 11297363. 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 Kennedy Wealth Management Practice’s history from the FCA register and Companies House, newest first.
2026
25 September 2026
- Michelle Natasza Kennedy stopped being a part-owner
Companies House
2018
17 April 2018
- Changed its registered name from "Anthony Kennedy and Michelle Kennedy"
FCA register
7 April 2018
- Incorporated at Companies House
- Anthony Kennedy became a part-owner (25–50% of shares)
- Michelle Natasza Kennedy became a part-owner (25–50% of shares)
Companies House
2017
29 November 2017
- Changed its registered name from "Kennedy Wealth Management"
FCA register
26 October 2017
- Changed its registered name from "Kennedy Wealth Management Ltd"
FCA register
2010
18 November 2010
- Became an appointed representative
FCA register
In the full report: all 14 events
- All 14 events in its history (8 shown here)
- Every director appointment and resignation: 3
Firms like The Kennedy Wealth Management Practice
Other firms of the same type (financial adviser), nearest first.
In Weybridge
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 Kennedy Wealth Management Practice
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 1 other company its directors have run, named
- 2 background checks on its contact details
- 6 years of accounts, charted
- All 14 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