Warden Wealth Management Limited

Reference number: 1057701

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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.
  • Warden Wealth Management Limited (FRN 1057701) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Warden Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Warden 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, 1 thing worth a closer look

  • When wardenwealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 07376 397277 is
  • Who else gives the postcode CH66 3RY
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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
17193704
Company status
Active
Company type
Private limited company
Incorporated
1 May 2026 (less than a year old)
Registered office
1 Fulwood Gardens, Little Sutton, Ellesmere Port, CH66 3RY, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Kurtis Done Director Nov 1993 1 May 2026 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Key dates in its history

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

2026

17 July 2026

  • Became an appointed representative
  • Began trading as "Warden Wealth Management"

FCA register

1 May 2026

  • Incorporated at Companies House
  • Kurtis Done took control (75–100% of shares)
  • Kurtis Done appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Warden Wealth Management

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

In Ellesmere Port

Alexander Beard Ltd.Ellesmere PortAppointed representativeClear Cut Financial Planning LtdEllesmere PortAppointed representativeIronform Financial LimitedEllesmere PortAppointed representativeAlexander Beard Investment Management LimitedEllesmere PortAuthorisedAvista Financial Planning LtdEllesmere PortAuthorisedBlackbear Financial Group LtdEllesmere PortAuthorised

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 Warden 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, 1 flagged
  • All 5 events in its history

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Frequently asked questions about this firm

Is Warden Wealth Management Limited FCA authorised?
Warden Wealth Management Limited (FRN 1057701) 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 Warden 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. Warden Wealth Management Limited (FRN 1057701) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Warden Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Warden 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 Warden Wealth Management’s phone number and website?
The FCA register lists the phone number 07376 397277 and the website wardenwealthmanagement.co.uk for Warden Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Warden Wealth Management a scam or clone?
Warden 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 Warden Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Warden Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Warden Wealth Management?
Companies House lists one person with significant control of Warden Wealth Management: Mr Kurtis Done (75–100% of shares).
Who runs Warden Wealth Management?
Companies House lists one director of Warden Wealth Management: Kurtis Done.
How long has Warden Wealth Management been in business?
The company was formed on 1 May 2026.

Sources and links

The full report on Warden Wealth Management Limited

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