JWR Wealth Associates Ltd

Reference number: 1012125

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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

Southern Wealth Associates Limited Reference number: 730591 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.
  • JWR Wealth Associates Ltd (FRN 1012125) is an AR of Southern Wealth Associates Limited (FRN 730591). When you use JWR Wealth Associates's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from JWR Wealth Associates, 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

    01489 668280

  • Verified address

    24 Picton House, Westside View, Waterlooville, Hampshire, PO7 7SQ, United Kingdom

Company details

From the company's Companies House record.

Company number
15484605
Company status
Active
Company type
Private limited company
Incorporated
12 February 2024 (2 years old)
Registered office
24 Picton House Hussar Court, Waterlooville, Hampshire, PO7 7SQ, England
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Samuel O'Mara Director Jun 1986 12 Feb 2024
Jamie Roach Director May 1986 12 Feb 2024
Katie Wood Director Oct 1981 12 Feb 2024

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 Southern Wealth Associates Limited, 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 JWR Wealth Associates Ltd FCA authorised?
JWR Wealth Associates Ltd (FRN 1012125) 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 JWR Wealth Associates?
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. JWR Wealth Associates Ltd (FRN 1012125) is an AR of Southern Wealth Associates Limited (FRN 730591). When you use JWR Wealth Associates's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from JWR Wealth Associates, 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 JWR Wealth Associates?
Protection works through Southern Wealth Associates Limited, the principal firm responsible for JWR Wealth Associates's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is JWR Wealth Associates a scam or clone?
JWR Wealth Associates 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 JWR Wealth Associates's Firm Reference Number (FRN)?
JWR Wealth Associates's FRN is 1012125. You can verify it on the FCA register.