SDG Wealth Management Ltd

Reference number: 916711

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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

M&G ADVICE PARTNERS LIMITED Reference number: 584256 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.
  • SDG Wealth Management Ltd (FRN 916711) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use SDG Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from SDG 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.

Company details

From the company's Companies House record.

Company number
12193566
Company status
Active
Company type
Private limited company
Incorporated
6 September 2019 (6 years old)
Registered office
C/O Cbhc Ltd Steeple House, Suite 3, Church Lane, Chelmsford, Essex, CM1 1NH, United Kingdom
Nature of business
  • Life insurance (SIC 65110)
  • Other service activities not elsewhere classified (SIC 96090)

Current directors and secretaries

Name Role Born Appointed
Stephen Derek Griffths Director Dec 1960 6 Sep 2019
Michelle Louise Turner Director Oct 1978 3 Nov 2020

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 M&G ADVICE PARTNERS 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 SDG Wealth Management Ltd FCA authorised?
SDG Wealth Management Ltd (FRN 916711) 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 SDG 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. SDG Wealth Management Ltd (FRN 916711) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use SDG Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from SDG 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 SDG Wealth Management?
Protection works through M&G ADVICE PARTNERS LIMITED, the principal firm responsible for SDG Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is SDG Wealth Management a scam or clone?
SDG 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 SDG Wealth Management's Firm Reference Number (FRN)?
SDG Wealth Management's FRN is 916711. You can verify it on the FCA register.