Wells & Co Financial Planning LLP
Reference number: 716470
Instant download
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 11 years
- Protected through the principal
- No FCA actions
- Active company since 2016
- Accounts filed up to 31 March 2025
- 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.
- Wells & Co Financial Planning LLP (FRN 716470) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Wells & Co Financial Planning's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Wells & Co Financial Planning, 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.
-
Phone number
-
Address
Southgate Chambers, 37-39 Southgate Street, Winchester, Hampshire, SO23 9EH, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When wellsandcofinancialplanning.co.uk first appeared online, and whether it can receive email
- What kind of line 0800 038 5431 is
- Who else gives the postcode SO23 9EH
Other names (7)
If you were contacted under any of these names, it is this firm.
- Barry Wells Former name: A name it was registered under before.
- Wells & Company Wealth Management LLP Former name: A name it was registered under before.
- Wells Wealth Management LLP Former name: A name it was registered under before.
- Barry Wells Wealth Management Former trading name: A name it used to trade under.
- Wells & Co Former trading name: A name it used to trade under.
- Wells & Company Former trading name: A name it used to trade under.
- Wells Wealth Former trading name: A name it used to trade under.
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
- OC412531 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 27 June 2016 (10 years old)
- Registered office
- Matches the FCA register address ✓
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Barry John Wells | LLP designated member | May 1971 | 27 Jun 2016 | None |
| Olivia Amber Wells | LLP designated member | Feb 1998 | 27 Jun 2016 | None |
| Phoebe Rose Wells | LLP member | Jun 2006 | 1 Jun 2026 | None |
In the full report: every company its directors have run
- Confirmation that these 3 directors run no other company
- All 5 people who have been directors, with their dates
Filed accounts and finances
Cash at bank
£17.0k
−7.1% from £18.3k
Employees (average)
1
Same as 1
Owed within a year
£1,254
Same as £1,254
In the full report: all 5 years of accounts
- Every year from 2019 to 2025
- Every filed figure, year by year
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 OC412531. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Wells & Co Financial Planning’s history from the FCA register and Companies House, newest first.
2022
7 July 2022
- Changed its registered name from "Wells & Company Wealth Management LLP"
FCA register
2021
1 January 2021
- Olivia Amber Wells gained significant control
Companies House
2019
15 May 2019
- Changed its registered name from "Wells Wealth Management LLP"
FCA register
2017
26 June 2017
- Barry John Wells gained significant control
Companies House
25 January 2017
- Changed its registered name from "Barry Wells"
FCA register
2016
27 June 2016
- Incorporated at Companies House
Companies House
2015
11 September 2015
- Became an appointed representative
FCA register
In the full report: all 23 events
- All 23 events in its history (7 shown here)
- Every director appointment and resignation: 7
Firms like Wells & Co Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Winchester
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 Wells & Co Financial Planning
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
- 5 years of accounts, charted
- All 23 events in its history
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Wells & Co Financial Planning LLP FCA authorised?
What does appointed representative mean for Wells & Co Financial Planning?
What is Wells & Co Financial Planning’s phone number and website?
Is Wells & Co Financial Planning a scam or clone?
Is my money safe with Wells & Co Financial Planning?
Who owns Wells & Co Financial Planning?
Who runs Wells & Co Financial Planning?
How long has Wells & Co Financial Planning been in business?
What do Wells & Co Financial Planning’s latest accounts show?
Does Wells & Co Financial Planning 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