Introducer appointed representative
This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.
- Appointed for 4 years
- Protected through the principal
- No FCA actions
- Active company since 2021
- Accounts filed up to 31 August 2025
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 View firm →What does this mean?
- An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
- Wilkins Wealth Management Limited (FRN 964031) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not Wilkins Wealth Management.
- Example: if Wilkins Wealth Management refers you to a financial adviser, the advice should come from the principal firm, not from Wilkins Wealth Management itself.
- 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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No website on the FCA register
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Phone number
-
Address
9 Bolebridge Street, Tamworth, B79 7PA, United Kingdom
In the full report: 2 background checks
- What kind of line 07834 743728 is
- Who else gives the postcode B79 7PA
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
- 13551550 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 6 August 2021 (5 years old)
- Registered office
- 9 Bolebridge Street, Tamworth, Staffordshire, B79 7PA, United Kingdom
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Paul Anthony Wilkins | Director | May 1965 | 6 Aug 2021 | None |
| Josh William Wilkins | Director | May 1995 | 4 Aug 2026 | 5 other companies |
Other companies run by these 2 directors
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 companies
- 5
- closed down
- 2
- is FCA-registered
- 1
In the full report: all 5 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
- All 3 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£100
Same as £100
Employees (average)
2
Same as 2
These accounts were filed as dormant: the company reported no significant trading in the period.
Assets and liabilities
In the full report: all 4 years of accounts
- Every year from 2022 to 2025
- The chart, over every year
- 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.
Accounts filed at Companies House for company 13551550. 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
Wilkins Wealth Management’s history from the FCA register and Companies House, newest first.
2021
13 November 2021
- Became an introducer appointed representative
FCA register
6 August 2021
- Incorporated at Companies House
- Wilkins Estate Agents Limited 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: 4
Firms connected to Wilkins Wealth Management
Other FCA-listed firms that share a director, phone number or address with Wilkins Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1), the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Wilkins Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Tamworth
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 Wilkins Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 5 other companies its directors have run, named
- 2 background checks on its contact details
- 4 years of accounts, charted
- All 7 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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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