Williams Birley Wealth Management LLP: FCA regulated?

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 19 years
Protected through the principal
No FCA actions
Active company since 2007
Accounts filed up to 31 March 2025

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.
Williams Birley Wealth Management LLP (FRN 465667) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Williams Birley Wealth Management's services, the FCA authorisation sits with the principal firm.
Example: if you take financial advice from Williams Birley 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.

Website

williamsbirley.co.uk (opens in a new tab)
Phone number

01244 403300
Address

8 Pensby Road, Heswall, Cheshire, CH60 7RE, United Kingdom

In the full report: 3 background checks

When williamsbirley.co.uk first appeared online, and whether it can receive email
What kind of line 01244 403300 is
Who else gives the postcode CH60 7RE

Other names (1)

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

Williams Birley Wealth Management Former name: A name it was registered under before.

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: OC332430 (opens Companies House in a new tab)
Company status: Active
Company type: Limited liability partnership
Incorporated: 28 October 2007 (19 years old)
Registered office: 8 Pensby Road, Heswall, Heswall, Wirral, CH60 7RE, United Kingdom

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Andrew Bartley Birley	LLP designated member	Dec 1976	28 Oct 2007	4 other companies
Aled Wyn Williams	LLP designated member	Oct 1961	28 Oct 2007	8 other companies
Rachael Eleanor Birley	LLP member	Mar 1979	29 Oct 2011	None
Tean Williams	LLP member	Feb 1962	29 Oct 2011	None

Other companies run by these 4 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: 8
closed down: 6
is FCA-registered: 1

In the full report: all 8 companies, named

What each company does, and whether it is still trading
Which of these 4 directors sit on each board, and since when
Any that went into liquidation or administration
The one on the FCA register
The 4 companies these 4 directors run together

Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Cash at bank

£32.4k

+60% from £20.2k

Employees (average)

7

+17% from 6

Owed within a year

£40.6k

−2% from £41.4k

In the full report: all 7 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 OC332430. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (5) All events (9)

2016

6 April 2016

Aled Williams gained 25–50% of the votes
Andrew Bartley Birley gained 25–50% of the votes

Companies House

2007

16 November 2007

Changed its registered name from "Williams Birley Wealth Management"

FCA register

28 October 2007

Incorporated at Companies House

Companies House

22 March 2007

Became an appointed representative

FCA register

In the full report: all 9 events

All 9 events in its history (5 shown here)
Every director appointment and resignation: 4

Firms connected to Williams Birley Wealth Management

Other FCA-listed firms that share a director, phone number or address with Williams Birley Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms: 3
no longer authorised: 1
share its postcode: 3

In the full report: all 3 connected firms, named

How each is linked: the same postcode (3)
Who links each one: the named directors, with dates
1 past link through former directors

Firms like Williams Birley Wealth Management

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

In the Chester (CH) postcode area

AJW Wealth Management LtdMoldAppointed representative Alexander Beard Ltd.Ellesmere PortAppointed representative Andrew C Grant Financial Services LimitedWirralAppointed representative Arrowe Financial LimitedWirralAppointed representative Astute Private Wealth Management LimitedChesterAppointed representative Astute Wealth Services LtdEwloeAppointed 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 Williams Birley Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

8 other companies its directors have run, named
3 background checks on its contact details
7 years of accounts, charted
All 9 events in its history
3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Williams Birley Wealth Management LLP FCA authorised?

Williams Birley Wealth Management LLP (FRN 465667) 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 Williams Birley 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. Williams Birley Wealth Management LLP (FRN 465667) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Williams Birley Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Williams Birley 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 Williams Birley Wealth Management’s phone number and website?

The FCA register lists the phone number 01244 403300 and the website williamsbirley.co.uk for Williams Birley Wealth Management. If you were given different contact details, use these to check with the firm before going any further.

Is Williams Birley Wealth Management a scam or clone?

Williams Birley 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 Williams Birley Wealth Management?

Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Williams Birley Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Who owns Williams Birley Wealth Management?

Companies House lists 2 people with significant control of Williams Birley Wealth Management: Mr Aled Williams (25–50% of votes) and Mr Andrew Bartley Birley (25–50% of votes).

Who runs Williams Birley Wealth Management?

Companies House lists 4 directors of Williams Birley Wealth Management: Andrew Bartley Birley, Aled Wyn Williams, Rachael Eleanor Birley and Tean Williams.

How long has Williams Birley Wealth Management been in business?

The company was formed on 28 October 2007.

What do Williams Birley Wealth Management’s latest accounts show?

Its latest accounts, to 31 March 2025, show cash at bank of £32.4k (+60% from £20.2k).

Does Williams Birley Wealth Management use any other names?

It has previously used the name Williams Birley Wealth Management.