Webb Wealth Management Ltd

Reference number: 1058096

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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.

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.
  • Webb Wealth Management Ltd (FRN 1058096) is an AR of ValidPath Limited (FRN 197107). When you use Webb Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Webb 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.

  • No website on the FCA register

  • Phone number

    07411 391333

  • Address

    26 Cartwright Close, Alconbury Weald, Huntingdon, Cambridgeshire, PE28 4LX, United Kingdom

In the full report: 2 background checks

  • What kind of line 07411 391333 is
  • Who else gives the postcode PE28 4LX
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Other names (1)

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

  • Evergreen Private Wealth Trading name: A name it trades under now.

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through ValidPath Limited, 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 name
WEBB WEALTH MANAGEMENT LIMITED
Company status
Active
Company type
Private limited company
Incorporated
22 July 2021 (5 years old)
Registered office
9a Leicester Road, Blaby, Leicestershire, LE8 4GR
Nature of business
  • Activities of open-ended investment companies (SIC 64304)
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Life insurance (SIC 65110)
  • Pension funding (SIC 65300)

Directors and company secretaries

Name Role Born Appointed Other companies
Timothy Webb Director Mar 1995 22 Jul 2021 None
Jessica Webb Director Dec 1997 17 Jun 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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Filed accounts and finances

Year to 31 March 2023Micro-entity accountsNot audited

Net assets

£1,810

Up £1,710 from £100

Employees (average)

1

No earlier figure to compare

Owed within a year

£6,590

No earlier figure to compare

Net assets

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 13524471. 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

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

2026

4 August 2026

  • Became an appointed representative

FCA register

2021

22 July 2021

  • Incorporated at Companies House
  • Timothy Webb took control (75–100% of shares)

Companies House

In the full report: all 6 events

  • All 6 events in its history (3 shown here)
  • Every director appointment and resignation: 2
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Firms like Webb Wealth Management

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

In Huntingdon

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 Webb 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
  • 2 background checks on its contact details
  • All 6 events in its history

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Frequently asked questions about this firm

Is Webb Wealth Management Ltd FCA authorised?
Webb Wealth Management Ltd (FRN 1058096) 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 Webb 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. Webb Wealth Management Ltd (FRN 1058096) is an AR of ValidPath Limited (FRN 197107). When you use Webb Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Webb 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 Webb Wealth Management’s phone number?
The FCA register lists the phone number 07411 391333 for Webb Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Webb Wealth Management a scam or clone?
Webb 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 Webb Wealth Management?
Protection works through ValidPath Limited, the principal firm responsible for Webb Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Webb Wealth Management?
Companies House lists one person with significant control of Webb Wealth Management: Mr Timothy Webb (75–100% of shares).
Who runs Webb Wealth Management?
Companies House lists 2 directors of Webb Wealth Management: Timothy Webb and Jessica Webb.
How long has Webb Wealth Management been in business?
The company was formed on 22 July 2021.
What do Webb Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2023, show net assets of £1,810 (up £1,710 from £100).
Does Webb Wealth Management use any other names?
It trades as Evergreen Private Wealth.

Sources and links

The full report on Webb Wealth Management Ltd

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