Financial AdviserProfile

James Bason Wealth Management Limited

Public-record profile
6 Fallowfield Crescent, Witney, OX28 1AF
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

James Bason Wealth Management Limited is listed as a FCA appointed representative in the OX28 1AF area. Registered at Companies House in 2019. FCA records list St. James's Place Wealth Management Plc as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2019
Type
FCA appointed representative
Company No.
12136566
SIC
66220
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

St. James's Place Wealth Management Plc, FRN 195351 (Full)

Companies House

JAMES BASON WEALTH MANAGEMENT LIMITED is active and was incorporated on 2 August 2019.

Nature of business: 66220 - Activities of insurance agents and brokers, 66290 - Other activities auxiliary to insurance and pension funding

Registered office: 6 Fallowfield Crescent, Witney, OX28 1AF, England

Authorisations

FCAactive
Reference: 931797
Type: FCA appointed representative
Company no.: 12136566
Verified:
View public register

Company Snapshot

Industry
66220
Data Freshness
Outdated (< 1 year)
Accounts last made up to
31 August 2025
Accounts next due
31 May 2027
Accounts type
Micro Entity
Employees
3
Equity
£143
Fixed assets
£799,082
Current assets
£39,891
Net current assets/liabilities
-£61,382
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

BASON, James
Appointed 2 August 2019
DOB: 1/1977
BASON, Sharn
Appointed 2 August 2019
DOB: 9/1966

Persons with significant control

Mr James Bason
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent, Voting Rights 50 To 75 Percent
DOB: 1/1977
Mrs Sharn Bason
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 9/1966

Recent Filings

16 January 2026
AA
accounts with accounts type micro entity
30 July 2025
CS01
confirmation statement with updates
2 December 2024
AA
accounts with accounts type micro entity
1 August 2024
CS01
confirmation statement with updates
18 October 2023
AA
accounts with accounts type micro entity
14 August 2023
CS01
confirmation statement with no updates

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.