JP Maxwell Wealth Management Ltd

Reference number: 788774

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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

JP Maxwell Financial Management Ltd Reference number: 782133 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.
  • JP Maxwell Wealth Management Ltd (FRN 788774) is an AR of JP Maxwell Financial Management Ltd (FRN 782133). When you use JP Maxwell Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from JP Maxwell 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.

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

    07841 622102

  • Verified address

    8 Balmossie Road, Broughty Ferry, Dundee, Angus, DD5 3GF, United Kingdom

Company details

From the company's Companies House record.

Company number
SC574312
Company status
Active
Company type
Private limited company
Incorporated
22 August 2017 (8 years old)
Registered office
8 Balmossie Road, Broughty Ferry, Dundee, DD5 3GF, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Sara Kate Mccrudden Director Feb 1980 22 Aug 2017
Simon William Mccrudden Director Aug 1971 30 Aug 2017

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 JP Maxwell Financial Management 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.

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Common questions

Frequently asked questions

Is JP Maxwell Wealth Management Ltd FCA authorised?
JP Maxwell Wealth Management Ltd (FRN 788774) 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 JP Maxwell 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. JP Maxwell Wealth Management Ltd (FRN 788774) is an AR of JP Maxwell Financial Management Ltd (FRN 782133). When you use JP Maxwell Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from JP Maxwell 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.
Is my money safe with JP Maxwell Wealth Management?
Protection works through JP Maxwell Financial Management Ltd, the principal firm responsible for JP Maxwell Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is JP Maxwell Wealth Management a scam or clone?
JP Maxwell Wealth Management 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 JP Maxwell Wealth Management's Firm Reference Number (FRN)?
JP Maxwell Wealth Management's FRN is 788774. You can verify it on the FCA register.