Thomas Porter Wealth Management Ltd

Reference number: 801904

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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.
  • Thomas Porter Wealth Management Ltd (FRN 801904) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Thomas Porter Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Thomas Porter 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 thomasporterwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 07738 011187 is
  • Who else gives the postcode BA14 9BU
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Other names (1)

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

  • Thomas Porter 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 number
17467039
Company status
Active
Company type
Private limited company
Incorporated
18 September 2026 (less than a year old)
Registered office
2 Cranmore Close, Trowbridge, Wiltshire, BA14 9BU, England
Nature of business
  • Fund management activities (SIC 66300)
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Rebecca Porter Director Jul 1990 18 Sep 2026 None
Thomas James Porter Director Jul 1987 18 Sep 2026 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Key dates in its history

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

Key events (5) All events (9)

2026

20 October 2026

  • Changed its registered name from "Thomas Porter"

FCA register

18 September 2026

  • Incorporated at Companies House
  • Rebecca Porter became a part-owner (25–50% of shares)
  • Thomas James Porter became a part-owner (25–50% of shares)

Companies House

2018

15 February 2018

  • Became an appointed representative

FCA register

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Firms like Thomas Porter Wealth Management

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

In Trowbridge

Richwood Financial Services LimitedTrowbridgeAppointed representativeAndover Financial Planning LtdTrowbridgeAuthorisedKing's Court Financial Planning LLPTrowbridgeAuthorisedKingfisher Independent Financial Planning LLPTrowbridgeAuthorised

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 Thomas Porter 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
  • All 9 events in its history

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Frequently asked questions about this firm

Is Thomas Porter Wealth Management Ltd FCA authorised?
Thomas Porter Wealth Management Ltd (FRN 801904) 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 Thomas Porter 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. Thomas Porter Wealth Management Ltd (FRN 801904) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Thomas Porter Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Thomas Porter 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 Thomas Porter Wealth Management’s phone number and website?
The FCA register lists the phone number 07738 011187 and the website thomasporterwm.co.uk for Thomas Porter Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Thomas Porter Wealth Management a scam or clone?
Thomas Porter 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 Thomas Porter Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Thomas Porter Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Thomas Porter Wealth Management?
Companies House lists 2 people with significant control of Thomas Porter Wealth Management: Mr Thomas James Porter (25–50% of shares) and Mrs Rebecca Porter (25–50% of shares).
Who runs Thomas Porter Wealth Management?
Companies House lists 2 directors of Thomas Porter Wealth Management: Rebecca Porter and Thomas James Porter.
How long has Thomas Porter Wealth Management been in business?
The company was formed on 18 September 2026.
Does Thomas Porter Wealth Management use any other names?
It has previously used the name Thomas Porter.

Sources and links

The full report on Thomas Porter Wealth Management Ltd

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