JLB Wealth Limited

Reference number: 999323

Instant download

Appointed representative

This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Vision Independent Financial Planning Ltd Reference number: 487395 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.
  • JLB Wealth Limited (FRN 999323) is an AR of Vision Independent Financial Planning Ltd (FRN 487395). When you use JLB Wealth's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from JLB Wealth, 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.

Identity

Check their details

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

  • Verified phone number

    07801 383280

  • Verified address

    35 Sycamore Grove, New Malden, Kingston Upon Thames, KT3 3DH, United Kingdom

Company details

From the company's Companies House record.

Company number
14810712
Company status
Active
Company type
Private limited company
Incorporated
18 April 2023 (3 years old)
Registered office
C/O L&C Llp City Bridge House, 57 Southwark Street, London, SE1 1RU, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Julia Louise Booth Director Apr 1966 18 Apr 2023

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through Vision Independent Financial Planning Ltd, 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: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Download this page as a PDF report

£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.

Instant download

Common questions

Frequently asked questions

Is JLB Wealth Limited FCA authorised?
JLB Wealth Limited (FRN 999323) 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 JLB Wealth?
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. JLB Wealth Limited (FRN 999323) is an AR of Vision Independent Financial Planning Ltd (FRN 487395). When you use JLB Wealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from JLB Wealth, 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.
Is my money safe with JLB Wealth?
Protection works through Vision Independent Financial Planning Ltd, the principal firm responsible for JLB Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is JLB Wealth a scam or clone?
JLB Wealth is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is JLB Wealth's Firm Reference Number (FRN)?
JLB Wealth's FRN is 999323. You can verify it on the FCA register.