Westworth Wealth Management Ltd

Reference number: 1018219

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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.
  • Westworth Wealth Management Ltd (FRN 1018219) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Westworth Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Westworth 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

    07958 185294

  • Address

    1 Bellmans Croft, Copmanthorpe, York, York, YO23 3YH, United Kingdom

In the full report: 2 background checks

  • What kind of line 07958 185294 is
  • Who else gives the postcode YO23 3YH
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Other names (3)

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

  • Scott Westworth Former name
  • Westworth Wealth Management Limited Former name
  • SWIFT Wealth Management Former 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
16001518
Company status
Active
Company type
Private limited company
Incorporated
7 October 2024 (2 years old)
Registered office
1 Bellmans Croft, York, North Yorkshire, YO23 3YH, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Scott Alexander Westworth Director Mar 1980 7 Oct 2024 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 31 October 2025Micro-entity accountsNot audited

Total equity

£127

No earlier figure to compare

Employees (average)

1

No earlier figure to compare

Owed within a year

£7,016

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 16001518. 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

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

Key events (5) All events (8)

2024

15 November 2024

  • Changed its registered name from "Westworth Wealth Management Limited"

FCA register

16 October 2024

  • Changed its registered name from "Scott Westworth"

FCA register

7 October 2024

  • Incorporated at Companies House
  • Scott Alexander Westworth took control (75–100% of shares)

Companies House

16 September 2024

  • Became an appointed representative

FCA register

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 1
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Firms like Westworth Wealth Management

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

In York

Capin Partners LLPYorkAppointed representativeCherry Tree Financial LTDYorkAppointed representativeCMM Wealth Management LtdYorkAppointed representativeCrossfield Financial PlanningYorkAppointed representativeFewell Wealth Management LimitedYorkAppointed representativeFortus Wealth Management LimitedYorkAppointed 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 Westworth 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 8 events in its history

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Frequently asked questions about this firm

Is Westworth Wealth Management Ltd FCA authorised?
Westworth Wealth Management Ltd (FRN 1018219) 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 Westworth 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. Westworth Wealth Management Ltd (FRN 1018219) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Westworth Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Westworth 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 Westworth Wealth Management’s phone number?
The FCA register lists the phone number 07958 185294 for Westworth Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Westworth Wealth Management a scam or clone?
Westworth 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 Westworth Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Westworth Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Westworth Wealth Management?
Companies House lists one person with significant control of Westworth Wealth Management: Mr Scott Alexander Westworth (75–100% of shares).
Who runs Westworth Wealth Management?
Companies House lists one director of Westworth Wealth Management: Scott Alexander Westworth.
How long has Westworth Wealth Management been in business?
The company was formed on 7 October 2024.
What do Westworth Wealth Management’s latest accounts show?
Its latest accounts, to 31 October 2025, show total equity of £127 (no earlier figure to compare).
Does Westworth Wealth Management use any other names?
It has previously used 3 other names: Scott Westworth, Westworth Wealth Management Limited and SWIFT Wealth Management.

Sources and links

The full report on Westworth Wealth Management Ltd

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