Wallace McAlister Financial Management Ltd
Reference number: 1034416
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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.
- Appointed for 1 year
- Protected through the principal
- No FCA actions
- Active company since 2025
- Accounts filed up to 30 April 2026
- On its latest accounts it owed £1,039 more than it owned
- 1 thing worth a closer look in the background checks
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.
- Wallace McAlister Financial Management Ltd (FRN 1034416) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Wallace McAlister Financial Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Wallace McAlister Financial 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.
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Phone number
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Address
30 Lombard Street, London, City Of London, EC3V 9BQ, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When wallacemcalister.co.uk first appeared online, and whether it can receive email
- What kind of line 07703 352623 is
- Whether EC3V 9BQ is a shared office: 222 other firms give it
Other names (1)
If you were contacted under any of these names, it is this firm.
- Wallace McAlister Trading name: A name it trades under now.
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
- NI729006 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 29 April 2025 (1 year old)
- Registered office
- 4 Old Manse Gardens, Antrim, BT41 1GY, Northern Ireland
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Stephen Thomas Wallace | Director | Sep 1995 | 29 Apr 2025 | 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
Filed accounts and finances
Net assets
−£1,039
No earlier figure to compare
Employees (average)
1
No earlier figure to compare
Owed within a year
£13.2k
No earlier figure to compare
Net assets are negative: on its last balance sheet the company owed £1,039 more than it owned.
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 NI729006. 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
Wallace McAlister Financial Management’s history from the FCA register and Companies House, newest first.
2025
13 June 2025
- Became an appointed representative
FCA register
29 April 2025
- Incorporated at Companies House
- Stephen Thomas Wallace took control (75–100% of shares)
Companies House
In the full report: all 7 events
- All 7 events in its history (3 shown here)
- Every director appointment and resignation: 1
Firms like Wallace McAlister Financial Management
Other firms of the same type (financial adviser), nearest first.
In London
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 Wallace McAlister Financial Management
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
- 3 background checks on its contact details, 1 flagged
- All 7 events in its history
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Frequently asked questions about this firm
Is Wallace McAlister Financial Management Ltd FCA authorised?
What does appointed representative mean for Wallace McAlister Financial Management?
What is Wallace McAlister Financial Management’s phone number and website?
Is Wallace McAlister Financial Management a scam or clone?
Is my money safe with Wallace McAlister Financial Management?
Who owns Wallace McAlister Financial Management?
Who runs Wallace McAlister Financial Management?
How long has Wallace McAlister Financial Management been in business?
What do Wallace McAlister Financial Management’s latest accounts show?
Does Wallace McAlister Financial Management use any other names?
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