TWM Financial Partners Ltd

Reference number: 1021394

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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.
  • TWM Financial Partners Ltd (FRN 1021394) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use TWM Financial Partners's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from TWM Financial Partners, 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.

  • No website on the FCA register

  • Phone number

    01993 771415

  • Address

    Unit 1G, Network Point, Range Road, Witney, Oxfordshire, OX29 0YN, United Kingdom

In the full report: 2 background checks

  • What kind of line 01993 771415 is
  • Who else gives the postcode OX29 0YN
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Other names (1)

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

  • TWM Financial Planning Trading 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
16002898
Company status
Active
Company type
Private limited company
Incorporated
7 October 2024 (2 years old)
Registered office
1g Network Point, Range, Witney, Oxfordshire, OX29 0YN, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Thomas James Smith Director Mar 1978 7 Oct 2024 1 other company
Hannah Rose Street Director May 1994 7 Oct 2024 1 other company
Julie Timms Director Jun 1970 7 Feb 2025 2 other companies
Mathew Phillip Timms Director Sep 1968 7 Feb 2025 4 other companies

Other companies run by these 4 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
4
closed down
3
run together
2

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 companies these 4 directors run together
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Filed accounts and finances

16 months to 31 January 2026Small company accountsNot audited

Net assets

£7.00m

No earlier figure to compare

Cash at bank

£582k

No earlier figure to compare

Employees (average)

13

No earlier figure to compare

Owed within a year

£1.60m

No earlier figure to compare

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 16002898. 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

TWM Financial Partners’s history from the FCA register and Companies House, newest first.

Key events (8) All events (13)

2025

7 February 2025

  • Hannah Rose Street stopped being a part-owner
  • Julie Timms became a part-owner (25–50% of shares)
  • Mathew Phillip Timms became a part-owner (25–50% of shares)
  • Thomas James Smith stopped being a part-owner

Companies House · FCA register

2024

4 December 2024

  • Became an appointed representative

FCA register

7 October 2024

  • Incorporated at Companies House
  • Hannah Rose Street became a part-owner (25–50% of shares)
  • Thomas James Smith became a part-owner (25–50% of shares)

Companies House

In the full report: all 13 events

  • All 13 events in its history (8 shown here)
  • Every director appointment and resignation: 4
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Firms like TWM Financial Partners

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

In Witney

Andrews Duckett LtdWitneyAppointed representativeBen AndersonWitneyAppointed representativeMay First Homes LimitedWitneyAppointed representativeParkside Financial Planning LtdWitneyAppointed representativeWilliamson Wealth ManagementWitneyAppointed representativeMartyn R Cox LimitedWitneyAppointed 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 TWM Financial Partners

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 4 other companies its directors have run, named
  • 2 background checks on its contact details
  • All 13 events in its history

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Frequently asked questions about this firm

Is TWM Financial Partners Ltd FCA authorised?
TWM Financial Partners Ltd (FRN 1021394) 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 TWM Financial Partners?
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. TWM Financial Partners Ltd (FRN 1021394) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use TWM Financial Partners's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from TWM Financial Partners, 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 TWM Financial Partners’ phone number?
The FCA register lists the phone number 01993 771415 for TWM Financial Partners. If you were given different contact details, use these to check with the firm before going any further.
Is TWM Financial Partners a scam or clone?
TWM Financial Partners 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 TWM Financial Partners?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for TWM Financial Partners's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns TWM Financial Partners?
Companies House lists 2 people with significant control of TWM Financial Partners: Mr Mathew Phillip Timms (25–50% of shares) and Mrs Julie Timms (25–50% of shares). Before that, it was controlled by Mr Thomas James Smith and Miss Hannah Rose Street.
Who runs TWM Financial Partners?
Companies House lists 4 directors of TWM Financial Partners: Thomas James Smith, Hannah Rose Street, Julie Timms and Mathew Phillip Timms.
How long has TWM Financial Partners been in business?
The company was formed on 7 October 2024.
What do TWM Financial Partners’ latest accounts show?
Its latest accounts, to 31 January 2026, show net assets of £7.00m (no earlier figure to compare) and cash at bank of £582k (no earlier figure to compare).
Does TWM Financial Partners use any other names?
It trades as TWM Financial Planning.

Sources and links

The full report on TWM Financial Partners Ltd

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